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Exelon
EXC

Overview Fund Activity

634 hedge funds and large institutions have $17.6B invested in Exelon in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 221 increasing their positions, 275 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-16
Holders Change %
-2.46%
% of All Funds
20.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
50
Increased
221
Reduced
275
Closed
58
Calls
$340M
Puts
$131M
Net Calls
+$208M
Net Calls Change
+$185M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.83B
2
O
OppenheimerFunds
New York
$147M
3
SOMRS
State of Michigan Retirement System
Michigan
$56.4M
4
TIM
Thornburg Investment Management
New Mexico
$160M
5
IC
Institutional Capital
Illinois
$538M

Top Sellers

1
JWBC
John W. Bristol & Co
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$133M
3
Deutsche Bank
Deutsche Bank
Germany
$162M
4
Citadel Advisors
Citadel Advisors
Florida
$31.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
301
Chickasaw Capital Management
Tennessee
$1.48M – – –
KFS
302
KMS Financial Services
Washington
$1.48M +$6.13K +290 +0.4%
ACM
303
Argyle Capital Management
Pennsylvania
$1.46M -$14.8K -701 -1%
LCM
304
Logan Capital Management
Pennsylvania
$1.46M -$35.6K -1,683 -2%
APFBOT
305
Amica Pension Fund Board of Trustees
Rhode Island
$1.45M – – –
PG
306
Proffitt & Goodson
Tennessee
$1.42M +$32.9K +1,557 +2%
PMG
307
ProVise Management Group
Florida
$1.41M +$12.2K +579 +0.9%
SBH
308
Segall Bryant & Hamill
Illinois
$1.37M -$32.6K -1,543 -2%
B
309
Baird
Wisconsin
$1.36M -$568K -26,888 -29%
CAM
310
Carret Asset Management
New York
$1.35M +$387K +18,303 +40%
Creative Planning
311
Creative Planning
Kansas
$1.33M +$24.3K +1,149 +2%
PNC
312
Park National Corp
Ohio
$1.33M -$135K -6,389 -9%
HKIM
313
Hayek Kallen Investment Management
Alabama
$1.32M -$86.5K -4,094 -6%
OC
314
Oppenheimer & Co
New York
$1.3M -$72.1K -3,411 -5%
Zurich Cantonal Bank
315
Zurich Cantonal Bank
Switzerland
$1.29M +$51.6K +2,440 +4%
PI
316
Putnam Investments
Massachusetts
$1.25M +$15.7K +741 +1%
IC
317
InterOcean Capital
Illinois
$1.24M +$113K +5,328 +10%
STC
318
SEI Trust Company
Pennsylvania
$1.23M – – –
CP
319
Camelot Portfolios
Ohio
$1.23M +$83.8K +3,962 +7%
CFS
320
Community Financial System
New York
$1.22M +$31.2K +1,474 +3%
CB
321
Commerce Bank
Missouri
$1.21M +$192K +9,079 +19%
Neuberger Berman Group
322
Neuberger Berman Group
New York
$1.21M +$72.5K +3,429 +6%
PAMG
323
Patton Albertson Miller Group
Tennessee
$1.21M -$32.6K -1,542 -3%
PI
324
Placemark Investments
Illinois
$1.2M -$547K -25,864 -31%
TCOTO
325
Trust Company of the Ozarks
Missouri
$1.18M +$18.5K +876 +2%
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