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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
Macquarie Group
376
Macquarie Group
Australia
$1.34M +$63.7K +2,383 +5%
SCM
377
Shelton Capital Management
Colorado
$1.34M -$146K -5,468 -10%
WG
378
Winton Group
United Kingdom
$1.33M +$137K +5,110 +12%
LPIC
379
LeJeune Puetz Investment Counsel
Michigan
$1.32M -$15K -561 -1%
LIA
380
LS Investment Advisors
Michigan
$1.31M -$2.03K -76 -0.2%
CI
381
Conning Inc
Connecticut
$1.31M -$4.87K -182 -0.4%
CA
382
Commerzbank Aktiengesellschaft
Germany
$1.27M +$132K +4,927 +12%
HNB
383
Huntington National Bank
Ohio
$1.24M -$111K -4,163 -8%
TF
384
TIAA FSB
Florida
$1.21M -$3.77K -141 -0.3%
3C
385
361 Capital
Colorado
$1.19M -$1.19M -44,631 -50%
BC
386
Banced Corp
Illinois
$1.18M +$160K +5,993 +16%
LS
387
Livforsakringsbolaget Skandia
Sweden
$1.18M
BG
388
Bollard Group
Massachusetts
$1.16M +$9.57K +358 +0.8%
CIA
389
Covington Investment Advisors
Pennsylvania
$1.16M -$107K -3,988 -8%
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.15M +$60.2K +2,249 +6%
NC
391
NewSquare Capital
Pennsylvania
$1.14M +$13.4K +501 +1%
SLI
392
Sumitomo Life Insurance
Japan
$1.13M -$20.3K -760 -2%
Jacobs Levy Equity Management
393
Jacobs Levy Equity Management
New Jersey
$1.12M -$1.96M -73,240 -64%
CAL
394
Capital Analysts LLC
Pennsylvania
$1.12M +$25.8K +966 +2%
Wolverine Trading
395
Wolverine Trading
Illinois
$1.11M +$525K +19,611 +91%
Brown Advisory
396
Brown Advisory
Maryland
$1.11M +$268K +10,023 +32%
IUHSA
397
Itau Unibanco Holding S.A.
Brazil
$1.1M +$101K +3,789 +41%
FWIA
398
Fort Washington Investment Advisors
Ohio
$1.1M +$56.2K +2,103 +5%
SPIA
399
Steward Partners Investment Advisory
New York
$1.07M +$55.3K +2,068 +5%
UCFA
400
United Capital Financial Advisors
Texas
$1.07M +$659K +24,636 +161%

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.