Filed: 2/14/2023ACC: 0000740272-23-000003
📋 What this filing means
HUDSON EDGE INVESTMENT PARTNERS INC. filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $293.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$293.0K
Total AUM (reported)
4.41M
Total Shares
Allocation by class
COMMON STOCK$293.0K100.0%
Portfolio Concentration
Top 3$20.3K6.9%
4–10$37.9K12.9%
11–25$74.6K25.5%
Rest$160.2K54.7%
Top 3 weight
6.9%
Top 10 weight
19.9%
Voting Authority Distribution
Total shares with voting rights: 4.41M
Sole
Full voting authority
2.90M
shares
% of voting shares65.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.50M
shares
% of voting shares34.2%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeSole · 65.8% of voting shares
Institutional Holdings132
Rows:
JPMorgan Chase & Co
SOLEShares52.93K
TypeSH
Market value$7.1K
2.42%
Sole
32.41K
Shared
0.00
None
20.52K
Johnson & Johnson
SOLEShares37.79K
TypeSH
Market value$6.7K
2.28%
Sole
22.73K
Shared
0.00
None
15.06K
MetLife Inc.
SOLEShares89.82K
TypeSH
Market value$6.5K
2.22%
Sole
50.15K
Shared
0.00
None
39.67K
Abbvie Inc
SOLEShares38.69K
TypeSH
Market value$6.3K
2.13%
Sole
22.10K
Shared
0.00
None
16.59K
Exxon Mobil Corp.
SOLEShares49.84K
TypeSH
Market value$5.5K
1.88%
Sole
28.82K
Shared
0.00
None
21.02K
AFLAC Inc.
SOLEShares75.14K
TypeSH
Market value$5.4K
1.84%
Sole
44.05K
Shared
0.00
None
31.08K
Bristol-Myers Squib
SOLEShares73.14K
TypeSH
Market value$5.3K
1.80%
Sole
44.57K
Shared
0.00
None
28.58K
Dollar General Corp
SOLEShares21.19K
TypeSH
Market value$5.2K
1.78%
Sole
12.45K
Shared
0.00
None
8.74K
HCA Healthcare, INC
SOLEShares21.52K
TypeSH
Market value$5.2K
1.76%
Sole
12.48K
Shared
0.00
None
9.04K
Capital One Financi
SOLEShares55.05K
TypeSH
Market value$5.1K
1.75%
Sole
32.22K
Shared
0.00
None
22.83K
Abbott Laboratories
SOLEShares46.02K
TypeSH
Market value$5.1K
1.72%
Sole
26.51K
Shared
0.00
None
19.51K
State Street Corp.
SOLEShares65.01K
TypeSH
Market value$5.0K
1.72%
Sole
37.96K
Shared
0.00
None
27.05K
KeyCorp
SOLEShares288.44K
TypeSH
Market value$5.0K
1.72%
Sole
169.28K
Shared
0.00
None
119.17K
Fiserv Inc.
SOLEShares49.66K
TypeSH
Market value$5.0K
1.71%
Sole
29.09K
Shared
0.00
None
20.58K
Emerson Electric Co
SOLEShares52.08K
TypeSH
Market value$5.0K
1.71%
Sole
30.55K
Shared
0.00
None
21.54K
Citizens Financial
SOLEShares126.74K
TypeSH
Market value$5.0K
1.70%
Sole
74.32K
Shared
0.00
None
52.41K
Genuine Parts Co.
SOLEShares28.66K
TypeSH
Market value$5.0K
1.70%
Sole
16.77K
Shared
0.00
None
11.89K
Citigroup Inc.
SOLEShares109.82K
TypeSH
Market value$5.0K
1.70%
Sole
63.46K
Shared
0.00
None
46.36K
Henry Schein Inc.
SOLEShares62.16K
TypeSH
Market value$5.0K
1.69%
Sole
36.49K
Shared
0.00
None
25.68K
Home Depot Inc.
SOLEShares15.67K
TypeSH
Market value$4.9K
1.69%
Sole
8.97K
Shared
0.00
None
6.70K
Lockheed Martin Cor
SOLEShares10.16K
TypeSH
Market value$4.9K
1.69%
Sole
5.93K
Shared
0.00
None
4.23K
International Busin
SOLEShares34.98K
TypeSH
Market value$4.9K
1.68%
Sole
20.48K
Shared
0.00
None
14.50K
Hubbell Incorporate
SOLEShares21K
TypeSH
Market value$4.9K
1.68%
Sole
12.31K
Shared
0.00
None
8.68K
Berry Global Group,
SOLEShares81.19K
TypeSH
Market value$4.9K
1.67%
Sole
47.54K
Shared
0.00
None
33.65K
The Allstate Corp.
SOLEShares36.06K
TypeSH
Market value$4.9K
1.67%
Sole
21.15K
Shared
0.00
None
14.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMorgan Chase & CoSOLE | Common Stock | 52.93K | SH | $7.1K 2.42% | 32.41K | 0.00 | 20.52K |
Johnson & JohnsonSOLE | Common Stock | 37.79K | SH | $6.7K 2.28% | 22.73K | 0.00 | 15.06K |
MetLife Inc.SOLE | Common Stock | 89.82K | SH | $6.5K 2.22% | 50.15K | 0.00 | 39.67K |
Abbvie IncSOLE | Common Stock | 38.69K | SH | $6.3K 2.13% | 22.10K | 0.00 | 16.59K |
Exxon Mobil Corp.SOLE | Common Stock | 49.84K | SH | $5.5K 1.88% | 28.82K | 0.00 | 21.02K |
AFLAC Inc.SOLE | Common Stock | 75.14K | SH | $5.4K 1.84% | 44.05K | 0.00 | 31.08K |
Bristol-Myers SquibSOLE | Common Stock | 73.14K | SH | $5.3K 1.80% | 44.57K | 0.00 | 28.58K |
Dollar General CorpSOLE | Common Stock | 21.19K | SH | $5.2K 1.78% | 12.45K | 0.00 | 8.74K |
HCA Healthcare, INCSOLE | Common Stock | 21.52K | SH | $5.2K 1.76% | 12.48K | 0.00 | 9.04K |
Capital One FinanciSOLE | Common Stock | 55.05K | SH | $5.1K 1.75% | 32.22K | 0.00 | 22.83K |
Abbott LaboratoriesSOLE | Common Stock | 46.02K | SH | $5.1K 1.72% | 26.51K | 0.00 | 19.51K |
State Street Corp.SOLE | Common Stock | 65.01K | SH | $5.0K 1.72% | 37.96K | 0.00 | 27.05K |
KeyCorpSOLE | Common Stock | 288.44K | SH | $5.0K 1.72% | 169.28K | 0.00 | 119.17K |
Fiserv Inc.SOLE | Common Stock | 49.66K | SH | $5.0K 1.71% | 29.09K | 0.00 | 20.58K |
Emerson Electric CoSOLE | Common Stock | 52.08K | SH | $5.0K 1.71% | 30.55K | 0.00 | 21.54K |
Citizens FinancialSOLE | Common Stock | 126.74K | SH | $5.0K 1.70% | 74.32K | 0.00 | 52.41K |
Genuine Parts Co.SOLE | Common Stock | 28.66K | SH | $5.0K 1.70% | 16.77K | 0.00 | 11.89K |
Citigroup Inc.SOLE | Common Stock | 109.82K | SH | $5.0K 1.70% | 63.46K | 0.00 | 46.36K |
Henry Schein Inc.SOLE | Common Stock | 62.16K | SH | $5.0K 1.69% | 36.49K | 0.00 | 25.68K |
Home Depot Inc.SOLE | Common Stock | 15.67K | SH | $4.9K 1.69% | 8.97K | 0.00 | 6.70K |
Lockheed Martin CorSOLE | Common Stock | 10.16K | SH | $4.9K 1.69% | 5.93K | 0.00 | 4.23K |
International BusinSOLE | Common Stock | 34.98K | SH | $4.9K 1.68% | 20.48K | 0.00 | 14.50K |
Hubbell IncorporateSOLE | Common Stock | 21K | SH | $4.9K 1.68% | 12.31K | 0.00 | 8.68K |
Berry Global Group,SOLE | Common Stock | 81.19K | SH | $4.9K 1.67% | 47.54K | 0.00 | 33.65K |
The Allstate Corp.SOLE | Common Stock | 36.06K | SH | $4.9K 1.67% | 21.15K | 0.00 | 14.91K |
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