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Exelon
EXC

Overview Fund Activity

680 hedge funds and large institutions have $21.2B invested in Exelon in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.61%
New
75
Increased
260
Reduced
252
Closed
61
Calls
$141M
Puts
$200M
Net Calls
-$58.9M
Net Calls Change
-$196M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$268M
2
CBOA
Commonwealth Bank of Australia
Australia
$342M
3
TCIM
TIAA CREF Investment Management
New York
$228M
4
Lazard Asset Management
Lazard Asset Management
New York
$189M
5
CC
Carlson Capital
Texas
$97.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.45B
2
LM
Luminus Management
Texas
$20.9M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$369M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
376
Bell Bank
North Dakota
$882K -$612K -25,582 -41%
FT
377
Fiduciary Trust
Massachusetts
$882K -$32.7K -1,367 -4%
SCM
378
Shelton Capital Management
Colorado
$870K +$33.6K +1,402 +4%
Connor, Clark & Lunn Investment Management (CC&L)
379
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$867K -$767K -29,021 -47%
BHWM
380
Bar Harbor Wealth Management
New Hampshire
$862K -$68.9K -2,874 -7%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$859K +$293K +12,253 +52%
NSEDCP
382
NJ State Employees Deferred Compensation Plan
New Jersey
$846K – – –
BBA
383
BLB&B Advisors
Pennsylvania
$840K -$28K -1,169 -3%
WSFS
384
Wilmington Savings Fund Society
Delaware
$834K -$44.2K -1,848 -5%
PVWM
385
Point View Wealth Management
New Jersey
$823K +$241K +10,076 +41%
NPC
386
National Planning Corporation
California
$812K +$194K +8,105 +31%
CA
387
Cornerstone Advisors
North Carolina
$805K +$33.5K +1,402 +4%
MHI
388
Miller Howard Investments
New York
$805K +$111K +4,633 +16%
CAM
389
Carret Asset Management
New York
$790K -$193K -8,076 -20%
RJT
390
Raymond James Trust
Florida
$783K +$98.2K +4,105 +14%
LIA
391
LS Investment Advisors
Michigan
$779K +$202K +8,462 +35%
ACP
392
Aviance Capital Partners
Florida
$777K +$131K +5,493 +20%
TYCC
393
Texas Yale Capital Corp
Florida
$774K – – –
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$773K – – –
HKIM
395
Hayek Kallen Investment Management
Alabama
$772K -$112K -4,685 -13%
GIM
396
Greylin Investment Management
Virginia
$771K -$462K -19,277 -37%
SCM
397
Stonebridge Capital Management
California
$766K -$142K -5,923 -16%
CHC
398
City Holding Co
West Virginia
$766K -$11.8K -491 -2%
QBFM
399
QS Batterymarch Financial Management
New York
$764K -$28.9K -1,208 -4%
FBNAT
400
FirstMerit Bank N.A. Trustee
Ohio
$759K +$508K +21,221 +202%
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