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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
FFWA
351
FRG Family Wealth Advisors
Washington
$1.66M +$41.2K +1,542 +3%
B
352
Barings
North Carolina
$1.64M -$105K -3,926 -6%
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$1.63M +$202K +7,563 +14%
TAM
354
TPH Asset Management
Texas
$1.62M +$1.61M +60,301 New
BTS
355
BB&T Securities
Virginia
$1.61M -$286K -10,677 -15%
MERSOM
356
Municipal Employees' Retirement System of Michigan
Michigan
$1.61M -$187K -6,996 -10%
NLI
357
Nippon Life Insurance
Japan
$1.6M +$2.22K +83 +0.1%
GL
358
GLG LLC
New York
$1.58M -$146K -5,476 -9%
SFM
359
Signet Financial Management
New Jersey
$1.56M -$57.2K -2,140 -4%
RFC
360
Regions Financial Corp
Alabama
$1.54M -$7.3K -273 -0.5%
LMGAM
361
Liberty Mutual Group Asset Management
Massachusetts
$1.53M -$775K -28,988 -34%
MCM
362
MAI Capital Management
Ohio
$1.52M -$34.7K -1,299 -2%
HW
363
Hancock Whitney
Mississippi
$1.52M -$1.88M -70,405 -55%
SOADOR
364
State of Alaska Department of Revenue
Alaska
$1.51M +$910K +34,040 +154%
SCP
365
Scoria Capital Partners
Connecticut
$1.51M -$675K -25,232 -31%
ACM
366
Argyle Capital Management
Pennsylvania
$1.5M
OI
367
Oakbrook Investments
Illinois
$1.44M -$250K -9,351 -15%
ARTA
368
A.R.T. Advisors
New York
$1.44M -$3.1M -115,806 -68%
EVM
369
Eaton Vance Management
Massachusetts
$1.41M -$49K -1,832 -3%
CAN
370
Cetera Advisor Networks
California
$1.4M +$2.78K +104 +0.2%
SSA
371
Schonfeld Strategic Advisors
New York
$1.38M -$495K -18,520 -27%
CI
372
Cigna Investments
Connecticut
$1.37M +$29.5K +1,103 +2%
AIL
373
AGF Investments LLC
Ontario, Canada
$1.36M -$96K -3,591 -7%
NHC
374
Nicholas Hoffman & Company
Georgia
$1.36M -$6.71K -251 -0.5%
FIM
375
Freedom Investment Management
Connecticut
$1.35M +$126K +4,716 +10%

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.