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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 %
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$1.11M -$1.76K -71 -0.2%
CIBC World Market
377
CIBC World Market
Ontario, Canada
$1.09M +$90.2K +3,711 +9%
CFS
378
Community Financial System
New York
$1.08M +$77.9K +3,204 +8%
CIP
379
Convergence Investment Partners
Florida
$1.07M +$1.07M +44,087 New
TFA
380
Transamerica Financial Advisors
Florida
$1.07M +$11.9K +488 +1%
AAM
381
Archipel Asset Management
Sweden
$1.04M +$1.04M +42,729 New
CBB
382
Citizens Business Bank
California
$1.03M -$6.84K -281 -0.7%
OL
383
Orbitronix LP
California
$1.02M – – –
MERSOM
384
Municipal Employees' Retirement System of Michigan
Michigan
$1.02M +$17K +701 +2%
IMS
385
Index Management Solutions
Pennsylvania
$1M +$15.2K +627 +2%
QBFM
386
QS Batterymarch Financial Management
New York
$995K +$699K +28,764 +237%
CLOS
387
Compagnie Lombard Odier SCmA
Switzerland
$974K +$344K +14,146 +55%
JPMPWA
388
J.P. Morgan Private Wealth Advisors
California
$970K +$166K +6,843 +21%
ICOA
389
Investment Centers of America
North Dakota
$948K +$72.6K +2,980 +8%
MWP
390
MYCIO Wealth Partners
Pennsylvania
$941K – – –
BB
391
Bell Bank
North Dakota
$928K +$50.5K +2,079 +6%
ACP
392
Aviance Capital Partners
Florida
$916K +$25.9K +1,064 +3%
AssetMark Inc
393
AssetMark Inc
California
$898K +$22.4K +921 +3%
SCM
394
Shelton Capital Management
Colorado
$884K – – –
IB
395
Intrust Bank
Kansas
$870K +$617K +25,398 +244%
BWAM
396
Boyd Watterson Asset Management
Ohio
$864K +$378K +15,563 +78%
CAN
397
Cetera Advisor Networks
California
$861K +$29.9K +1,228 +4%
BHWM
398
Bar Harbor Wealth Management
New Hampshire
$848K -$3.16K -130 -0.4%
MA
399
MUFG Americas
New York
$837K -$34.1K -1,402 -4%
CSS
400
Cubist Systematic Strategies
Connecticut
$835K -$3.88M -159,710 -82%
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