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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 %
KRSITF
401
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$831K +$2.97K +152 +0.4%
Parallax Volatility Advisers
402
Parallax Volatility Advisers
California
$828K +$809K +33,272 +4,164%
BCM
403
Brookstone Capital Management
Illinois
$824K +$484K +19,937 +143%
PVWM
404
Point View Wealth Management
New Jersey
$819K -$5.62K -231 -0.7%
CA
405
Cornerstone Advisors
North Carolina
$818K – – –
RJT
406
Raymond James Trust
Florida
$818K +$8.8K +362 +1%
OC
407
Oppenheimer & Co
New York
$813K +$84.4K +3,474 +12%
OMCS
408
Old Mutual Customised Solutions
South Africa
$812K -$75K -3,084 -8%
AB
409
Amalgamated Bank
New York
$810K +$5.25K +216 +0.7%
FMBTD
410
First Midwest Bank Trust Division
Illinois
$809K +$126K +5,194 +18%
FBNAT
411
FirstMerit Bank N.A. Trustee
Ohio
$793K +$20.5K +841 +3%
UCFA
412
United Capital Financial Advisors
Texas
$791K +$178K +7,328 +29%
CCIA
413
Campbell & Co Investment Adviser
Maryland
$788K +$788K +32,423 New
BBA
414
BLB&B Advisors
Pennsylvania
$780K -$40.8K -1,678 -5%
DAS
415
Dynamic Advisor Solutions
Arizona
$778K +$362K +14,870 +87%
Schroder Investment Management Group
416
Schroder Investment Management Group
United Kingdom
$751K -$2.82M -116,055 -79%
BMCMI
417
Bryn Mawr Capital Management Inc
Pennsylvania
$748K +$748K +30,747 New
Natixis Advisors
418
Natixis Advisors
Massachusetts
$747K +$26.7K +1,100 +4%
FT
419
Fiduciary Trust
Massachusetts
$737K -$133K -5,474 -15%
BIC
420
Beach Investment Counsel
Pennsylvania
$737K – – –
SC
421
Savant Capital
Illinois
$722K -$41.4K -1,703 -5%
LIA
422
LS Investment Advisors
Michigan
$719K +$438 +18 +0.1%
Mirae Asset Global Investments
423
Mirae Asset Global Investments
South Korea
$699K +$54.7K +2,253 +8%
IC
424
InterOcean Capital
Illinois
$693K -$93K -3,826 -12%
LP
425
LMR Partners
United Kingdom
$691K +$691K +28,437 New
15 16
17
18 19