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Exelon
EXC

Overview Fund Activity

673 hedge funds and large institutions have $16.9B invested in Exelon in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 195 increasing their positions, 302 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+39
Holders Change %
+6.15%
% of All Funds
19.55%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
98
Increased
195
Reduced
302
Closed
54
Calls
$265M
Puts
$128M
Net Calls
+$137M
Net Calls Change
-$71.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$393M
2
SOMRS
State of Michigan Retirement System
Michigan
+$151M
3
LM
Luminus Management
Texas
+$136M
4
BIP
Brandes Investment Partners
California
+$101M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$86.5M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$137M
2
TIM
Thornburg Investment Management
New Mexico
-$127M
3
CA
Cortland Advisers
Delaware
-$114M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$56.9M
5
PIM
Perkins Investment Management
Illinois
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
326
Creative Planning
Kansas
$1.36M +$128K +6,532 +10%
EWM
327
Elite Wealth Management
Washington
$1.36M +$1.36M +69,471 +45,111%
LCM
328
Logan Capital Management
Pennsylvania
$1.35M – – –
APFBOT
329
Amica Pension Fund Board of Trustees
Rhode Island
$1.34M – – –
ST
330
Spot Trading
Illinois
$1.32M -$1.32M -67,444 -50%
B
331
Baird
Wisconsin
$1.31M +$56.6K +2,897 +5%
Connor, Clark & Lunn Investment Management (CC&L)
332
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.28M +$1.28M +61,842 New
FC
333
FIC Capital
New York
$1.28M -$205K -10,466 -14%
Zurich Cantonal Bank
334
Zurich Cantonal Bank
Switzerland
$1.26M +$70.2K +3,593 +6%
ACM
335
Argyle Capital Management
Pennsylvania
$1.26M -$89.5K -4,579 -7%
BB
336
Bell Bank
North Dakota
$1.22M -$1.14M -58,288 -48%
PI
337
Putnam Investments
Massachusetts
$1.2M +$46.7K +2,393 +4%
AI
338
Analytic Investors
California
$1.17M +$583K +29,832 +99%
1IC
339
1919 Investment Counsel
Maryland
$1.16M -$1.67M -85,223 -59%
Jane Street
340
Jane Street
New York
$1.15M +$816K +41,755 +246%
PCM
341
Parsons Capital Management
Rhode Island
$1.13M -$249K -12,779 -18%
TC
342
TradeLink Capital
Illinois
$1.09M +$1.09M +55,940 New
JG
343
Jefferies Group
New York
$1.09M +$789K +40,363 +265%
V
344
Veritable
Delaware
$1.03M -$24.8K -1,269 -2%
AIM
345
abrdn Investment Management
United Kingdom
$1.03M +$25.6K +1,312 +3%
CI
346
Conning Inc
Connecticut
$1.03M +$72.6K +3,715 +8%
TCOTO
347
Trust Company of the Ozarks
Missouri
$1.01M -$76.7K -3,926 -7%
GIM
348
Greylin Investment Management
Virginia
$1.01M +$1.01M +51,481 New
IC
349
InterOcean Capital
Illinois
$989K -$157K -8,056 -14%
FTIOP
350
Fiduciary Trust International of Pennsylvania
Pennsylvania
$984K -$441K -22,586 -31%
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14
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