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Exelon
EXC

Overview Fund Activity

700 hedge funds and large institutions have $25.4B invested in Exelon in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-31
Holders Change %
-4.24%
% of All Funds
20.33%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
43
Increased
290
Reduced
255
Closed
69
Calls
$340M
Puts
$200M
Net Calls
+$140M
Net Calls Change
+$100M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$126M
2
PI
Putnam Investments
Massachusetts
+$125M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$91.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$88.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$268M
2
Norges Bank
Norges Bank
Norway
-$246M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$104M
4
ZP
Zimmer Partners
New York
-$82.8M
5
EA
Euclid Advisors
Connecticut
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
351
Logan Capital Management
Pennsylvania
$1.49M – – –
SIM
352
Sentry Investment Management
Wisconsin
$1.45M -$173K -7,097 -11%
FA
353
FDx Advisors
Illinois
$1.42M +$295K +12,121 +26%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$1.41M -$1.27M -52,398 -48%
SC
355
SouthState Corp
Florida
$1.39M +$1.39M +57,010 New
Mackenzie Financial
356
Mackenzie Financial
Ontario, Canada
$1.37M +$627K +25,782 +84%
TNB
357
Thomasville National Bank
Georgia
$1.37M -$106K -4,361 -7%
FTIOP
358
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.34M +$256K +10,507 +24%
FFA
359
Fragasso Financial Advisors
Pennsylvania
$1.33M +$1.33M +54,564 New
TCM
360
Twin Capital Management
Pennsylvania
$1.33M +$104K +4,276 +9%
PAG
361
Private Advisor Group
New Jersey
$1.3M +$7.81K +321 +0.6%
CI
362
Conning Inc
Connecticut
$1.3M -$10.6K -435 -0.8%
LBG
363
Lloyds Banking Group
United Kingdom
$1.29M +$108K +4,428 +9%
HHMI
364
Howard Hughes Medical Institute
Maryland
$1.27M +$868K +35,676 +214%
DnB Asset Management
365
DnB Asset Management
Norway
$1.27M – – –
DL
366
Delta Lloyd
Netherlands
$1.25M +$164K +6,756 +15%
MCM
367
Matarin Capital Management
New York
$1.23M +$244K +10,029 +25%
BVDMP
368
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.23M – – –
AIM
369
abrdn Investment Management
United Kingdom
$1.23M -$17.3K -710 -1%
TCOTO
370
Trust Company of the Ozarks
Missouri
$1.23M +$75K +3,084 +7%
Envestnet Asset Management
371
Envestnet Asset Management
Illinois
$1.21M +$544K +22,360 +82%
CB
372
Commerce Bank
Missouri
$1.2M +$81.2K +3,341 +7%
HFS
373
HL Financial Services
Kentucky
$1.2M +$104K +4,271 +9%
TCT
374
TIAA CREF Trust
Missouri
$1.18M +$631K +25,944 +114%
QI
375
Quotient Investors
New York
$1.17M +$590K +24,255 +102%
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