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Exelon
EXC

Overview Fund Activity

732 hedge funds and large institutions have $22.6B invested in Exelon in 2015 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 286 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
19.74%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.3%
New
63
Increased
258
Reduced
286
Closed
53
Calls
$259M
Puts
$125M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
CC
Carlson Capital
Texas
+$127M
3
SSM
Sound Shore Management
Connecticut
+$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$82.4M
5
Franklin Resources
Franklin Resources
California
+$72M

Top Sellers

1
IC
Institutional Capital
Illinois
-$237M
2
LM
Luminus Management
Texas
-$94.5M
3
Lazard Asset Management
Lazard Asset Management
New York
-$86.7M
4
Morgan Stanley
Morgan Stanley
New York
-$77.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
301
Rothschild Investment LLC
Illinois
$2.03M +$39.3K +1,753 +2%
Creative Planning
302
Creative Planning
Kansas
$2.01M +$214K +9,555 +12%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$2M +$150K +6,679 +8%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$1.99M -$129K -5,760 -6%
LSERS
305
Louisiana State Employees Retirement System
Louisiana
$1.97M +$25.1K +1,122 +1%
LMGAM
306
Liberty Mutual Group Asset Management
Massachusetts
$1.96M -$691K -30,834 -26%
RWM
307
Rench Wealth Management
Texas
$1.92M +$1.91K +85 +0.1%
DL
308
Delta Lloyd
Netherlands
$1.88M +$724K +32,298 +63%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$1.83M -$19.3K -861 -1%
TG
310
TCW Group
California
$1.83M -$5.79M -258,179 -76%
KRS
311
Kentucky Retirement Systems
Kentucky
$1.83M +$7.51K +335 +0.4%
TAF
312
Tredje AP-fonden
Sweden
$1.79M +$1.79M +79,798 New
DIS
313
Diversified Investment Strategies
Louisiana
$1.78M -$118K -5,257 -6%
OI
314
Oakbrook Investments
Illinois
$1.74M -$262K -11,712 -13%
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$1.74M – – –
EVM
316
Eaton Vance Management
Massachusetts
$1.72M -$2.27M -101,164 -57%
MCM
317
Matarin Capital Management
New York
$1.64M +$121K +5,414 +8%
B
318
Barings
North Carolina
$1.63M +$562K +25,096 +53%
MM
319
Midas Management
New York
$1.62M – – –
Twin Tree Management
320
Twin Tree Management
Texas
$1.6M +$1.6M +71,529 New
CNFG
321
Creegan & Nassoura Financial Group
New Hampshire
$1.58M -$3.92K -175 -0.2%
NLI
322
Nippon Life Insurance
Japan
$1.57M -$31.1K -1,387 -2%
DLCIG
323
D.L. Carlson Investment Group
New Hampshire
$1.57M +$771K +34,377 +97%
HNB
324
Huntington National Bank
Ohio
$1.56M -$249K -11,131 -14%
APFBOT
325
Amica Pension Fund Board of Trustees
Rhode Island
$1.54M – – –
11 12
13
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