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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 %
DCM
401
Dynamic Capital Management
Jersey
$838K +$838K +37,379 New
Two Sigma Investments
402
Two Sigma Investments
New York
$835K +$835K +37,237 New
IA
403
Icon Advisers
Colorado
$829K +$455K +20,329 +122%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$823K +$739K +28,394 +878%
VDBMI
405
Van Den Berg Management I
Texas
$808K -$12.1M -538,162 -94%
ARTA
406
A.R.T. Advisors
New York
$803K -$2.65M -118,312 -77%
HighTower Advisors
407
HighTower Advisors
Illinois
$793K -$7.1K -317 -0.9%
ECM
408
Exchange Capital Management
Michigan
$790K +$7.85K +350 +1%
PP
409
Paloma Partners
Connecticut
$771K +$771K +34,384 New
MNA
410
Manning & Napier Advisors
New York
$769K -$531K -23,708 -41%
FMBTD
411
First Midwest Bank Trust Division
Illinois
$756K -$46.3K -2,067 -6%
CA
412
Cornerstone Advisors
North Carolina
$754K – – –
DIP
413
DT Investment Partners
Pennsylvania
$753K +$48.7K +2,172 +7%
Toronto Dominion Bank
414
Toronto Dominion Bank
Ontario, Canada
$747K +$3.52K +157 +0.5%
ITIM
415
Indiana Trust & Investment Management
Indiana
$745K -$1.1K -49 -0.1%
Macquarie Group
416
Macquarie Group
Australia
$735K -$166K -7,415 -18%
EA
417
Emerald Advisers
Pennsylvania
$725K – – –
JIR
418
James Investment Research
Ohio
$721K -$1.65M -73,422 -70%
BIC
419
Beach Investment Counsel
Pennsylvania
$719K – – –
ICOA
420
Investment Centers of America
North Dakota
$695K -$61.7K -2,769 -8%
TSWM
421
Triangle Securities Wealth Management
North Carolina
$691K +$5.54K +247 +0.8%
BHWM
422
Bar Harbor Wealth Management
New Hampshire
$690K -$38.1K -1,699 -5%
MA
423
MUFG Americas
New York
$684K -$61.1K -2,727 -8%
HW
424
Hancock Whitney
Mississippi
$673K – – –
CT
425
Chicago Trust
Illinois
$664K -$40.5K -1,807 -6%
15 16
17
18 19