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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
SB
276
Suntrust Banks
Georgia
$3.19M -$992K -37,087 -24%
LCM
277
Laurion Capital Management
New York
$3.12M +$1.2M +44,723 +63%
WCA
278
Westover Capital Advisors
Delaware
$3.09M -$380K -14,190 -11%
QI
279
QS Investors
New York
$3.07M -$57.9K -2,165 -2%
MC
280
Middleton & Co
Massachusetts
$3.05M +$57.6K +2,152 +2%
DekaBank Deutsche Girozentrale
281
DekaBank Deutsche Girozentrale
Germany
$3.02M -$75.8K -2,834 -3%
NCM
282
Narwhal Capital Management
Georgia
$3.01M -$610K -22,810 -17%
Baird Financial Group
283
Baird Financial Group
Wisconsin
$3.01M -$641K -23,963 -18%
COPPSERS
284
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.94M +$348K +13,008 +13%
TAM
285
Tyers Asset Management
Texas
$2.93M -$423K -15,815 -13%
CIP
286
Convergence Investment Partners
Florida
$2.9M -$770K -28,798 -21%
Creative Planning
287
Creative Planning
Kansas
$2.89M -$78.9K -2,951 -3%
XK
288
Xact Kapitalforvaltning
Sweden
$2.86M +$121K +4,519 +4%
SEC
289
Seven Eight Capital
New York
$2.85M +$2.82M +105,290 +11,060%
SIM
290
Sentry Investment Management
Wisconsin
$2.82M -$1.87K -70 -0.1%
DILIC
291
Dai-ichi Life Insurance Company
Japan
$2.8M
SCA
292
Stonebridge Capital Advisors
Minnesota
$2.78M +$135K +5,033 +5%
Bessemer Group
293
Bessemer Group
New Jersey
$2.77M -$458K -17,117 -14%
FCI
294
Financial Counselors Inc
Kansas
$2.73M +$14.6K +547 +0.5%
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$2.72M -$57K -2,130 -2%
SLG
296
Stanley-Laman Group
Pennsylvania
$2.68M -$146K -5,468 -5%
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$2.65M +$290K +10,826 +12%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$2.63M -$59.1K -2,211 -2%
GS
299
GAM Systematic
United Kingdom
$2.63M +$397K +14,851 +18%
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$2.59M +$133K +4,964 +5%

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.