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Exelon
EXC

Overview Fund Activity

673 hedge funds and large institutions have $16.9B invested in Exelon in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 195 increasing their positions, 302 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+39
Holders Change %
+6.15%
% of All Funds
19.55%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
98
Increased
195
Reduced
302
Closed
54
Calls
$265M
Puts
$128M
Net Calls
+$137M
Net Calls Change
-$71.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$393M
2
SOMRS
State of Michigan Retirement System
Michigan
+$151M
3
LM
Luminus Management
Texas
+$136M
4
BIP
Brandes Investment Partners
California
+$101M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$86.5M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$137M
2
TIM
Thornburg Investment Management
New Mexico
-$127M
3
CA
Cortland Advisers
Delaware
-$114M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$56.9M
5
PIM
Perkins Investment Management
Illinois
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
426
Aviance Capital Partners
Florida
$527K +$527K +26,953 New
HFS
427
HL Financial Services
Kentucky
$522K +$73.3K +3,751 +16%
NB
428
NBT Bank
New York
$519K -$33.7K -1,724 -6%
TCOV
429
Trust Company of Vermont
Vermont
$508K -$24.6K -1,259 -5%
FMBTD
430
First Midwest Bank Trust Division
Illinois
$506K -$83.4K -4,273 -14%
NPC
431
National Planning Corporation
California
$505K -$60.4K -3,096 -11%
SC
432
Scotia Capital
Ontario, Canada
$502K +$10.7K +545 +2%
AIP
433
Ameritas Investment Partners
Nebraska
$498K – – –
CTC
434
Central Trust Company
Missouri
$497K -$142K -7,281 -22%
SEC
435
Seven Eight Capital
New York
$494K +$494K +25,275 New
CA
436
Cetera Advisors
Colorado
$482K -$2.98K -153 -0.6%
DTL
437
Dynamic Technology Lab
Singapore
$481K +$481K +24,636 New
PVWM
438
Point View Wealth Management
New Jersey
$475K +$475K +24,312 New
LIA
439
LS Investment Advisors
Michigan
$471K +$324K +16,588 +221%
QI
440
Quotient Investors
New York
$466K – – –
Natixis Advisors
441
Natixis Advisors
Massachusetts
$465K -$298K -15,287 -39%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$462K +$462K +23,642 New
OIA
443
Optimum Investment Advisors
Illinois
$440K -$4.61K -236 -1%
CPA
444
Court Place Advisors
Maryland
$440K +$440K +22,502 New
CC
445
ClearArc Capital
Ohio
$437K -$5.95K -305 -1%
SC
446
Savant Capital
Illinois
$434K -$55.8K -2,858 -11%
JFA
447
JNBA Financial Advisors
Minnesota
$434K +$8.22K +421 +2%
BCM
448
Bluefin Capital Management
New York
$433K -$3M -153,600 -87%
UR
449
USCA RIA
Texas
$433K +$1.64K +84 +0.4%
BWAM
450
Boyd Watterson Asset Management
Ohio
$431K +$431K +22,039 New
16 17
18
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