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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
NI
326
Nepsis Inc
Minnesota
$2.1M -$283K -10,577 -12%
CCM
327
Cadence Capital Management
Massachusetts
$2.1M +$553K +20,666 +36%
SCM
328
Snow Capital Management
Pennsylvania
$2.08M -$105K -3,938 -5%
FA
329
FDx Advisors
Illinois
$2.05M -$182K -6,796 -8%
AG
330
Advisor Group
Arizona
$2.05M -$75.1K -2,809 -4%
HAG
331
HighPoint Advisor Group
Illinois
$2.04M +$57.1K +2,136 +3%
CIA
332
CCM Investment Advisers
South Carolina
$2.02M -$459K -17,161 -19%
IA
333
IFP Advisors
Florida
$1.99M -$19.1K -716 -1%
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
$1.98M +$1.97M +73,745 New
AAM
335
Advisors Asset Management
Colorado
$1.95M -$37.8K -1,414 -2%
NEI
336
Northwest & Ethical Investments
Ontario, Canada
$1.94M -$763K -28,522 -28%
ERSOT
337
Employees Retirement System of Texas
Texas
$1.92M
PVWM
338
Point View Wealth Management
New Jersey
$1.89M -$61.9K -2,316 -3%
GFPC
339
Global Financial Private Capital
Florida
$1.88M +$263K +9,826 +16%
SL
340
Summitry LLC
California
$1.86M +$188K +7,041 +11%
CCWA
341
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.83M -$80 -3 -0%
CB
342
Community Bank
New York
$1.82M +$25.3K +946 +1%
CPO
343
Cerity Partners OCIO
New York
$1.79M +$50.4K +1,883 +3%
FM
344
Foster & Motley
Ohio
$1.77M -$922K -34,490 -34%
W
345
Wealthfront
California
$1.75M +$473K +17,693 +37%
RIL
346
Rothschild Investment LLC
Illinois
$1.74M -$76.6K -2,863 -4%
Cerity Partners
347
Cerity Partners
New York
$1.74M +$390K +14,574 +29%
DVM
348
Dreman Value Management
Florida
$1.72M -$106K -3,960 -6%
ACA
349
Anchor Capital Advisors
Massachusetts
$1.72M -$21.8K -816 -1%
PSUF
350
People's United Financial
Connecticut
$1.7M +$203K +7,606 +14%

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.