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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
MWP
401
MYCIO Wealth Partners
Pennsylvania
$1.06M -$23.1K -864 -2%
FAAS
402
First Allied Advisory Services
California
$1.06M -$77.4K -2,895 -7%
BDF
403
Balasa Dinverno & Foltz
$1.05M +$43.6K +1,630 +4%
Daiwa Securities Group
404
Daiwa Securities Group
Japan
$1.04M +$46.9K +1,752 +5%
ACM
405
Americafirst Capital Management
California
$1.02M +$1.01M +37,806 New
QT
406
Quantbot Technologies
New York
$999K -$231K -8,632 -19%
RJT
407
Raymond James Trust
Florida
$994K -$18.2K -679 -2%
CAM
408
ClariVest Asset Management
California
$985K -$16.9K -631 -2%
BF
409
BOK Financial
Oklahoma
$984K -$35.1K -1,311 -3%
II
410
IFM Investors
Australia
$978K +$26.3K +982 +3%
ICOA
411
Investment Centers of America
North Dakota
$970K -$141K -5,263 -13%
SB
412
Simmons Bank
Arkansas
$969K -$802 -30 -0.1%
OMCS
413
Old Mutual Customised Solutions
South Africa
$968K
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$953K
CB
415
Commerce Bank
Missouri
$948K -$35.5K -1,327 -4%
FTIOP
416
Fiduciary Trust International of Pennsylvania
Pennsylvania
$945K -$2.81K -105 -0.3%
TCOT
417
Trust Company of Toledo
Ohio
$939K +$935K +34,948 New
IRF
418
IBM Retirement Fund
New York
$938K
CC
419
ClearArc Capital
Ohio
$929K +$74K +2,766 +9%
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$922K -$32.8K -1,227 -3%
BFM
421
Boothbay Fund Management
New York
$921K +$397K +14,842 +76%
CB
422
Chemical Bank
Michigan
$920K -$10.7K -400 -1%
V
423
Veritable
Delaware
$902K -$47.6K -1,781 -5%
NSIM
424
North Star Investment Management
Illinois
$898K +$1.58K +59 +0.2%
BRWA
425
B. Riley Wealth Advisors
Florida
$885K -$70.7K -2,643 -7%

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.