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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
LPL Financial
251
LPL Financial
California
$4.08M +$158K +5,924 +4%
MCM
252
Matarin Capital Management
New York
$4.06M -$711K -26,578 -15%
EP
253
Elkfork Partners
Oregon
$4.03M -$582K -21,745 -13%
ACM
254
Azimuth Capital Management
Michigan
$3.98M -$7.12K -266 -0.2%
LSC
255
Lesa Sroufe & Co
Washington
$3.92M -$98.5K -3,681 -2%
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$3.85M
HSA
257
Hussman Strategic Advisors
Maryland
$3.81M
BB
258
Bell Bank
North Dakota
$3.78M -$10.1K -376 -0.3%
PAM
259
Paradigm Asset Management
New York
$3.7M -$1.29M -48,369 -26%
FAB
260
First American Bank
Illinois
$3.67M +$38.1K +1,424 +1%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$3.65M +$366K +13,687 +11%
BFA
262
Bragg Financial Advisors
North Carolina
$3.63M +$52.4K +1,959 +1%
VIA
263
Vident Investment Advisory
Georgia
$3.61M +$825K +30,837 +30%
IG
264
ING Group
Netherlands
$3.61M +$1.13M +42,281 +46%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$3.57M +$88.9K +3,324 +3%
JMPWA
266
JP Morgan Private Wealth Advisors
California
$3.56M -$25.5K -955 -0.7%
PA
267
Profund Advisors
Maryland
$3.56M -$97K -3,628 -3%
Natixis Advisors
268
Natixis Advisors
Massachusetts
$3.56M +$333K +12,437 +10%
Capital Fund Management (CFM)
269
Capital Fund Management (CFM)
France
$3.5M -$376K -14,074 -10%
WAM
270
World Asset Management
Michigan
$3.4M +$85.9K +3,210 +3%
N
271
Nuveen
North Carolina
$3.35M -$25.5M -952,356 -88%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$3.24M
GT
273
Glenmede Trust
Pennsylvania
$3.23M -$27.7M -1,034,834 -90%
UR
274
USCA RIA
Texas
$3.21M
RCM
275
Riverhead Capital Management
Delaware
$3.21M -$502K -18,787 -14%

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.