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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
SLAM
301
Swiss Life Asset Management
$2.56M +$1.14M +42,462 +80%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.54M
WA
303
WealthTrust Axiom
Pennsylvania
$2.51M -$669K -25,031 -21%
DIP
304
DT Investment Partners
Pennsylvania
$2.5M +$834K +31,167 +50%
Nomura Holdings
305
Nomura Holdings
Japan
$2.49M -$9.67M -361,420 -80%
Boston Partners
306
Boston Partners
Massachusetts
$2.47M
DLCIG
307
D.L. Carlson Investment Group
New Hampshire
$2.45M +$84.1K +3,144 +4%
PAG
308
Private Advisor Group
New Jersey
$2.41M -$268K -10,022 -10%
JG
309
Jefferies Group
New York
$2.35M -$4.09K -153 -0.2%
ACM
310
Ativo Capital Management
Illinois
$2.34M +$80K +2,992 +4%
KOCAA
311
Knights of Columbus Asset Advisors
Connecticut
$2.34M +$131K +4,907 +6%
CPA
312
Cowen Prime Advisors
New York
$2.32M -$143K -5,328 -6%
OAC
313
OMERS Administration Corp
Ontario, Canada
$2.31M
HighTower Advisors
314
HighTower Advisors
Illinois
$2.29M +$603K +22,542 +36%
CS
315
Candriam SCA
Luxembourg
$2.28M -$540K -20,203 -19%
VanEck Associates
316
VanEck Associates
New York
$2.28M +$130K +4,855 +6%
WBC
317
Westpac Banking Corp
Australia
$2.26M -$66K -2,469 -3%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$2.26M +$93.7K +3,505 +4%
AP
319
AHL Partners
United Kingdom
$2.22M -$8.84M -330,341 -80%
NIM
320
NXG Investment Management
Texas
$2.2M
RCM
321
Radnor Capital Management
Pennsylvania
$2.15M
KRS
322
Kentucky Retirement Systems
Kentucky
$2.14M -$93.9K -3,510 -4%
SCM
323
Stevens Capital Management
Pennsylvania
$2.13M -$5.09M -190,151 -71%
GIA
324
Gateway Investment Advisers
Ohio
$2.12M -$43K -1,609 -2%
EARNEST Partners
325
EARNEST Partners
Georgia
$2.11M -$266K -9,930 -11%

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.