EDPFY Institutional Ownership
Edp S.a. Adr
1W: +1.6%
1M: -1.9%
3M: +4.7%
YTD: +14.5%
1Y: +5.5%
3Y: +46.1%
5Y: +9.8%
$53.90
+0.87 (+1.64%)
Weekly Expected Move ±2.3%
$50
$52
$53
$54
$55
Credit Risk of going bust: lower than 62% of companies Debt: 55.2% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $2.91 (down 95%), Edp S.a. Adr would be worth roughly what it owes.
Total debt $27.34B against a stock market value of $22.19B.
Distance to default 6.43 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $15.12B (short-term plus half of long-term), stock volatility 23.6%; Altman Z'' 0.37. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $27.34B against a stock market value of $22.19B.
Distance to default 6.43 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $15.12B (short-term plus half of long-term), stock volatility 23.6%; Altman Z'' 0.37. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EDPFY
6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
0
New Positions
2
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RHUMBLINE ADVISERS | 16,989 | $916K | +2,750 | +19.3% | 13Q | SEC ↗ |
| 2 | GAMMA Investing LLC | 6,990 | $377K | +157 | +2.3% | 11Q | SEC ↗ |
| 3 | ATLAS CAPITAL ADVISORS INC. | 417 | $22K | — | +0.0% | 3Q | SEC ↗ |
| 4 | Salomon & Ludwin, LLC | 206 | $11K | -103 | -33.3% | 5Q | SEC ↗ |
| 5 | YOUSIF CAPITAL MANAGEMENT, LLC | 0 | $0K | -7,088 | -100.0% | 18Q | SEC ↗ |
| 6 | Ancora Advisors LLC | 0 | $0K | -16 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 7,088 | $382K |
| Ancora Advisors LLC | 16 | $1K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RHUMBLINE ADVISERS | +2,750 | +19.3% | 16,989 |
| GAMMA Investing LLC | +157 | +2.3% | 6,990 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Salomon & Ludwin, LLC | -103 | -33.3% | 206 |