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Exelon
EXC

Overview Fund Activity

732 hedge funds and large institutions have $22.6B invested in Exelon in 2015 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 286 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
19.74%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.3%
New
63
Increased
258
Reduced
286
Closed
53
Calls
$259M
Puts
$125M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
CC
Carlson Capital
Texas
+$127M
3
SSM
Sound Shore Management
Connecticut
+$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$82.4M
5
Franklin Resources
Franklin Resources
California
+$72M

Top Sellers

1
IC
Institutional Capital
Illinois
-$237M
2
LM
Luminus Management
Texas
-$94.5M
3
Lazard Asset Management
Lazard Asset Management
New York
-$86.7M
4
Morgan Stanley
Morgan Stanley
New York
-$77.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
376
Westpac Banking Corp
Australia
$1.01M -$1.46M -65,061 -59%
NMIMC
377
Northwestern Mutual Investment Management Company
Wisconsin
$999K +$14.5K +648 +1%
WB
378
WesBanco Bank
West Virginia
$976K -$30.7K -1,373 -3%
MERSOM
379
Municipal Employees' Retirement System of Michigan
Michigan
$953K +$155K +6,898 +19%
QI
380
QS Investors
New York
$952K -$136K -6,088 -13%
PRC
381
Platte River Capital
Colorado
$933K +$15.7K +701 +2%
CBB
382
Citizens Business Bank
California
$932K -$4.15K -185 -0.4%
BSA
383
Braun Stacey Associates
New York
$918K +$918K +40,973 New
AB
384
Amalgamated Bank
New York
$915K +$56K +2,499 +7%
LIA
385
LS Investment Advisors
Michigan
$910K +$52.6K +2,347 +6%
CAN
386
Cetera Advisor Networks
California
$904K – – –
TMAM
387
Tokio Marine Asset Management
Japan
$901K -$78.1K -3,482 -8%
PVWM
388
Point View Wealth Management
New Jersey
$898K +$22.4K +1,000 +3%
KRSITF
389
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$883K +$14.2K +632 +2%
SCA
390
Stonebridge Capital Advisors
Minnesota
$872K +$133K +5,916 +18%
MWP
391
MYCIO Wealth Partners
Pennsylvania
$871K – – –
OC
392
Oppenheimer & Co
New York
$868K +$30.5K +1,363 +4%
RJT
393
Raymond James Trust
Florida
$859K +$87.6K +3,908 +11%
OMCS
394
Old Mutual Customised Solutions
South Africa
$858K – – –
WRHAM
395
W.R. Huff Asset Management
Florida
$854K – – –
BB
396
Bell Bank
North Dakota
$845K -$41.5K -1,852 -5%
SB
397
Suntrust Banks
Georgia
$844K -$13.7K -614 -2%
TCT
398
TIAA CREF Trust
Missouri
$842K -$34.9K -1,559 -4%
BWM
399
Bernicke Wealth Management
Wisconsin
$842K +$101K +4,528 +14%
PAG
400
Private Advisor Group
New Jersey
$838K -$163K -7,293 -16%
14 15
16
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