Exelon
773 hedge funds and large institutions have $25.4B invested in Exelon in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 283 increasing their positions, 294 reducing their positions, and 56 closing their positions.
50% more call options, than puts
Call options by funds: $233M | Put options by funds: $155M
34% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 56
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
1% more funds holding
Funds holding: 764 → 773 (+9)
3% more capital invested
Capital invested by funds: $24.7B → $25.4B (+$729M)
0.97% less ownership
Funds ownership: 107.59% → 106.62% (-0.97%)
4% less repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 294
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$237M |
| 2 |
Millennium Management
New York
|
+$197M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$72.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$67.4M |
| 5 |
ClearBridge Investments
New York
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$268M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$261M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$150M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$128M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$91.5M |
EXC Hedge Fund Activity: Q2 2016 in Review
773 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2016, worth a combined $25.4B — up 2.9% from $24.7B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new EXC positions and 56 closed out — a net gain of 19 holders — while 283 added to existing stakes and 294 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $237M. The largest seller was Royal London Asset Management, cutting an estimated $268M.
- 773 institutional investors held Exelon (EXC) as of Q2 2016, up from 764 in Q1 2016.
- Funds reported $25.4B of Exelon stock for Q2 2016, up 2.9% quarter-over-quarter.
- 75 funds opened new Exelon positions in Q2 2016 and 56 closed out, a net change of +19 holders.
- The largest Exelon buyer in Q2 2016 was T. Rowe Price Associates, an estimated $237M added.
- The largest Exelon seller in Q2 2016 was Royal London Asset Management, an estimated $268M sold.
Based on aggregated 13F filings for Q2 2016.