Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Consolidated Edison Inc (ED)

1K + Investors. Track Smart Money conviction in ED. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — ED

Based on 1432 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added ED than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,432 hedge funds hold ED right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+149 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

764 buying521 selling
Last quarter: 764 funds bought or added vs 521 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-50 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 123 → 181 → 192 → 142. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
946 out of 1,432 hedge funds have held ED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +39%, value +7%

Value
+6%
Shares
+39%
Last quarter: funds added +39% more shares while total portfolio value only changed +7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~142 new funds/quarter

145 → 123 → 181 → 192 → 142 new funds/Q
New funds entering each quarter: 123 → 181 → 192 → 142. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Entry-cohort mix of 1,454 holders: 1,019 (70%) are 2+ year veterans, 160 entered 1–2 years ago, and 275 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
66 of 1426 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in ED. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ED

In 2026 Q2, 764 hedge funds were net buyers of ED (142 opened a new position, 622 added to an existing one), while 521 reduced or exited (393 trimmed, 128 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in ED is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 1432.

Hedge Fund Ownership: ED

How many hedge funds hold ED — quarterly history vs. share price
Quarterly hedge fund ownership of ED vs. share price

Market Analysis: ED

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ED

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 2 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: ED
1K + Investors

Track Smart Money conviction in ED. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1416 1418 -0.14%
13F Shares 280M 265M 5.71%
Total Value $29.89B $28.78B 3.87%
New Positions 139 192 -53
Increased Positions 610 562 +48
Closed Positions 135 118 +17
Reduced Positions 389 395 -6
Total Calls 14 12 16.67%
Total Puts 13 13 -
PUT/CALL Ratio 0.93 1.08 Neutral

Statistics: ED

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Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ED. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ED holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ATLAS Infrastructure Partners (UK) Ltd. 11.47% 3,418,444 $378.2M
2 Clean Energy Transition LLP 4.77% 619,179 $68.5M
3 Windle Wealth, LLC 3.89% 87,416 $9.7M
4 High Point Wealth Management, LLC 2.10% 23,214 $2.6M
5 Legacy Financial Independent Advisors LLC 2.05% 39,467 $4.4M
6 Welch Group, LLC 2.01% 533,029 $59.0M
7 Harrison Street Private Wealth LLC 1.88% 12,076 $1.3M
8 Dougherty & Associates, LLC 1.80% 20,312 $2.2M
9 RD Lewis Holdings, Inc. 1.69% 21,498 $2.3M
10 Kinloch Capital, LLC 1.62% 40,048 $4.4M
11 Cherokee Insurance Co 1.60% 37,400 $4.1M
12 Hamel Associates, INC. 1.58% 51,867 $5.7M
13 Coston, McIsaac & Partners 1.44% 64,904 $7.2M
14 Harrington Investments, INC 1.44% 26,827 $3.0M
15 Te Ahumairangi Investment Management Ltd 1.43% 80,391 $8.9M
16 HITE Hedge Asset Management LLC 1.41% 233,409 $25.8M
17 Lazard Asset Management LLC 1.41% 8,418,678 $931.4M
18 Aventail Capital Group, LP 1.35% 212,868 $23.5M
19 Greenland Capital Management LP 1.29% 94,950 $10.5M
20 Kettle Hill Capital Management, LLC 1.25% 46,027 $5.1M
21 Ellsworth Advisors, LLC 1.09% 60,272 $6.6M
22 Bcm Advisors, LLC 1.06% 48,218 $5.4M
23 Magellan Asset Management Ltd 1.02% 410,364 $45.4M
24 Ontario Teachers Pension Plan Board 0.97% 1,388,306 $153.6M
25 Ti-Trust, Inc 0.87% 14,608 $1.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Consolidated Edison Inc (ED)

What does the Smart Money Trend signal show for ED?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added ED than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ED?

Slight buying edge — 59% buying: Last quarter: 764 funds bought or added vs 521 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ED holders?

Elite ownership — 60% AUM from top-100 funds: 66 of 1426 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in ED. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ED?

66% of holders stayed for 2+ years: 946 out of 1,432 hedge funds have held ED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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