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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 %
ANI
351
American National Insurance
Texas
$977K – – –
CB
352
Commerce Bank
Missouri
$972K -$150K -7,658 -13%
PDN
353
Pensionfund DSM Netherlands
Netherlands
$965K – – –
PFSC
354
Peoples Financial Services Corp
Pennsylvania
$935K +$935K +47,868 New
JPMPWA
355
J.P. Morgan Private Wealth Advisors
California
$910K -$92.9K -4,756 -9%
PNC
356
Park National Corp
Ohio
$909K -$320K -16,394 -26%
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$872K +$2.74K +140 +0.3%
RIA
358
Regal Investment Advisors
Michigan
$871K -$129K -6,581 -13%
NCCM
359
Nine Chapters Capital Management
New Jersey
$855K +$855K +43,742 New
OC
360
Oppenheimer & Co
New York
$848K -$350K -17,897 -29%
CFB
361
Cullen/Frost Bankers
Texas
$845K +$5.53K +283 +0.7%
KRSITF
362
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$831K -$4.71K -241 -0.6%
DnB Asset Management
363
DnB Asset Management
Norway
$828K +$2.74K +140 +0.3%
CAM
364
Carret Asset Management
New York
$803K -$445K -22,761 -36%
AssetMark Inc
365
AssetMark Inc
California
$803K -$36.3K -1,857 -4%
VDBMI
366
Van Den Berg Management I
Texas
$800K +$358K +18,324 +81%
MA
367
MUFG Americas
New York
$786K -$14.4K -738 -2%
Walleye Trading
368
Walleye Trading
New York
$786K +$786K +40,247 New
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$784K +$255K +13,074 +48%
MERSOM
370
Municipal Employees' Retirement System of Michigan
Michigan
$778K – – –
CFS
371
Community Financial System
New York
$772K -$358K -18,331 -32%
SAG
372
Sterne Agee Group
Alabama
$766K +$766K +39,234 New
PMG
373
ProVise Management Group
Florida
$762K -$545K -27,873 -42%
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$761K +$20.3K +1,040 +3%
BHWM
375
Bar Harbor Wealth Management
New Hampshire
$759K -$11K -565 -1%
13 14
15
16 17