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781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$5.64M +$53.3K +1,993 +1%
MAM
227
Meeder Asset Management
Ohio
$5.58M +$4.74M +177,130 +584%
Mitsubishi UFJ Asset Management
228
Mitsubishi UFJ Asset Management
Japan
$5.52M +$67.3K +2,518 +1%
FIB
229
First Interstate Bank
Montana
$5.48M +$413K +15,459 +8%
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
$5.48M -$766K -28,623 -12%
AIM
231
Achmea Investment Management
Netherlands
$5.48M +$756K +28,280 +16%
BC
232
Blackstart Capital
New York
$5.46M +$5.44M +203,290 New
RJFSA
233
Raymond James Financial Services Advisors
Florida
$5.39M -$124K -4,621 -2%
CWM
234
CIBC World Markets
New York
$5.27M -$15.6M -583,248 -75%
SI
235
Stephens Inc
Arkansas
$5.21M -$80.1K -2,995 -2%
MCIM
236
Meadow Creek Investment Management
Georgia
$5.13M -$740K -27,676 -13%
MSA
237
Mason Street Advisors
Wisconsin
$5.02M +$178K +6,654 +4%
MPM
238
Meritage Portfolio Management
Kansas
$4.97M -$105K -3,923 -2%
EAM
239
Eagle Asset Management
Florida
$4.91M -$62.1K -2,320 -1%
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$4.75M -$852K -31,853 -15%
NB
241
Norinchukin Bank
Japan
$4.74M +$175K +6,561 +4%
HC
242
Hampstead Capital
United Kingdom
$4.71M +$750K +28,040 +19%
ISL
243
Ingalls & Snyder LLC
New York
$4.63M +$520K +19,454 +13%
ST
244
Sentinel Trust
Texas
$4.61M -$45K -1,684 -1%
NC
245
Northpointe Capital
Michigan
$4.6M -$546K -20,413 -11%
DnB Asset Management
246
DnB Asset Management
Norway
$4.47M -$202K -7,570 -4%
BNP Paribas Asset Management
247
BNP Paribas Asset Management
France
$4.42M -$4.67M -174,434 -51%
MOACM
248
Mutual of America Capital Management
New York
$4.38M +$125K +4,657 +3%
TA
249
Tiedemann Advisors
New York
$4.36M +$1.25M +46,920 +37%
AB
250
Amalgamated Bank
New York
$4.15M +$221K +8,248 +6%

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.