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Exelon
EXC

Overview Fund Activity

700 hedge funds and large institutions have $25.4B invested in Exelon in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-31
Holders Change %
-4.24%
% of All Funds
20.33%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
43
Increased
290
Reduced
255
Closed
69
Calls
$340M
Puts
$200M
Net Calls
+$140M
Net Calls Change
+$100M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$751M
2
PI
Putnam Investments
Massachusetts
$126M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$711M
4
ClearBridge Investments
ClearBridge Investments
New York
$97.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$499M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.14B
2
Norges Bank
Norges Bank
Norway
$264M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
4
ZP
Zimmer Partners
New York
$19.9M
5
EA
Euclid Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
301
Nomura Holdings
Japan
$2.25M -$748K -30,747 -25%
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$2.25M -$47.7K -1,963 -2%
TF
303
Tompkins Financial
New York
$2.23M +$51.3K +2,110 +2%
CMBA
304
C.M. Bidwell & Associates
Hawaii
$2.22M – – –
CAM
305
Capstone Asset Management
Texas
$2.21M +$46K +1,893 +2%
CP
306
Camelot Portfolios
Ohio
$2.2M +$155K +6,389 +8%
DIS
307
Diversified Investment Strategies
Louisiana
$2.2M -$2.86M -117,453 -57%
SB
308
Suntrust Banks
Georgia
$2.19M +$1.18M +48,461 +116%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$359K +14,752 +20%
MNA
310
Manning & Napier Advisors
New York
$2.18M -$84.1K -3,463 -4%
Nordea Investment Management
311
Nordea Investment Management
Sweden
$2.15M -$755K -31,030 -26%
RWM
312
Rench Wealth Management
Texas
$2.14M +$39.5K +1,623 +2%
IG
313
ING Group
Netherlands
$2.1M -$30.3M -1,248,001 -94%
KCM
314
Kames Capital Management
United Kingdom
$2.08M +$672K +27,619 +48%
DIA
315
Dana Investment Advisors
Wisconsin
$2.07M +$2.07M +85,260 New
OA
316
OFI Advisors
Pennsylvania
$2.05M -$851K -34,993 -29%
UR
317
USCA RIA
Texas
$2.05M +$1.64M +67,436 +400%
SCM
318
SIR Capital Management
New York
$2.03M -$3.46M -142,303 -63%
KFS
319
KMS Financial Services
Washington
$2.01M -$16.7K -688 -0.8%
TC
320
Teilinger Capital
Texas
$2M -$4.93M -202,694 -71%
SI
321
Stephens Inc
Arkansas
$1.98M +$1.29M +53,234 +188%
BG
322
Bollard Group
Massachusetts
$1.96M +$108K +4,426 +6%
PI
323
PineBridge Investments
New York
$1.95M +$1.69M +69,521 +646%
AP
324
AHL Partners
United Kingdom
$1.93M +$1.93M +79,394 New
CCM
325
Chickasaw Capital Management
Tennessee
$1.81M -$68.2K -2,804 -4%
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