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Exelon
EXC

Overview Fund Activity

978 hedge funds and large institutions have $34.7B invested in Exelon in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 337 increasing their positions, 355 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+64
Holders Change %
+7%
% of All Funds
21.83%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.56%
New
142
Increased
337
Reduced
355
Closed
68
Calls
$175M
Puts
$103M
Net Calls
+$71.8M
Net Calls Change
-$62.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.39B
2
Swedbank
2
Swedbank
Sweden
$116M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$290M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.6B
5
LM
5
Luminus Management
Texas
$95.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.2M
2
SOMRS
2
State of Michigan Retirement System
Michigan
$90.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$428M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.29B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
276
Boston Advisors
Massachusetts
$4.73M +$1.6M +49,833 +51%
TRSOTSOK
277
Teachers Retirement System of the State of Kentucky
Kentucky
$4.71M +$447K +13,880 +10%
TW
278
Transform Wealth
Colorado
$4.71M -$403K -12,531 -8%
HSA
279
Hussman Strategic Advisors
Maryland
$4.62M – – –
LSC
280
Lesa Sroufe & Co
Washington
$4.55M -$111K -3,441 -2%
FSA
281
Financial Sense Advisors
California
$4.54M +$269K +8,367 +6%
CEP
282
Chicago Equity Partners
Illinois
$4.53M +$4.19M +130,302 +1,233%
CIM
283
Castleton Investment Management
Connecticut
$4.49M +$4.26M +132,489 +1,890%
DIP
284
DT Investment Partners
Pennsylvania
$4.35M -$46.4K -1,441 -1%
HighTower Advisors
285
HighTower Advisors
Illinois
$4.32M +$2.21M +68,670 +105%
CIBC Asset Management
286
CIBC Asset Management
Ontario, Canada
$4.31M -$52.4K -1,628 -1%
NC
287
Northpointe Capital
Michigan
$4.24M -$1.08M -33,438 -20%
CA
288
Cornerstone Advisors
North Carolina
$4.19M – – –
AC
289
Allstate Corporation
Illinois
$4.17M +$4.17M +129,485 New
SG Americas Securities
290
SG Americas Securities
New York
$4.13M +$1.98M +61,679 +93%
Creative Planning
291
Creative Planning
Kansas
$4.11M -$154K -4,803 -4%
PA
292
Profund Advisors
Maryland
$4.02M +$1.59M +49,343 +65%
FIB
293
First Interstate Bank
Montana
$4M -$1.94M -60,166 -33%
WBC
294
Westpac Banking Corp
Australia
$3.93M +$781K +24,263 +25%
QI
295
QS Investors
New York
$3.89M +$217K +6,733 +6%
MCM
296
Matarin Capital Management
New York
$3.88M -$537K -16,689 -12%
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$3.85M -$195K -6,061 -5%
JPMPWA
298
J.P. Morgan Private Wealth Advisors
California
$3.84M +$3.47K +108 +0.1%
Los Angeles Capital Management
299
Los Angeles Capital Management
California
$3.79M – – –
Natixis Advisors
300
Natixis Advisors
Massachusetts
$3.79M +$566K +17,595 +18%
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