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Exelon
EXC

Overview Fund Activity

680 hedge funds and large institutions have $21.2B invested in Exelon in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.61%
New
75
Increased
260
Reduced
252
Closed
61
Calls
$141M
Puts
$200M
Net Calls
-$58.9M
Net Calls Change
-$196M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$246M
2
CBOA
Commonwealth Bank of Australia
Australia
+$244M
3
TCIM
TIAA CREF Investment Management
New York
+$121M
4
Lazard Asset Management
Lazard Asset Management
New York
+$106M
5
CC
Carlson Capital
Texas
+$97.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$469M
2
LM
Luminus Management
Texas
-$150M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$130M
4
Renaissance Technologies
Renaissance Technologies
New York
-$78.8M
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
426
Quotient Investors
New York
$571K – – –
AIP
427
Ameritas Investment Partners
Nebraska
$569K -$42.1K -1,758 -7%
CC
428
ClearArc Capital
Ohio
$569K +$33.3K +1,393 +6%
SC
429
Savant Capital
Illinois
$567K +$35.2K +1,471 +7%
Truist Financial
430
Truist Financial
North Carolina
$556K -$123K -5,132 -18%
CPA
431
Court Place Advisors
Maryland
$555K +$16.8K +701 +3%
I2I
432
Insight 2811 Inc
Illinois
$554K +$30.2K +1,262 +6%
OIA
433
Optimum Investment Advisors
Illinois
$545K +$5.41K +226 +1%
UB
434
UMB Bank
Missouri
$541K +$8.23K +344 +2%
CI
435
Constellation Investments
Ohio
$540K +$13.4K +561 +3%
DIP
436
DT Investment Partners
Pennsylvania
$539K +$33.9K +1,417 +7%
ClearBridge Investments
437
ClearBridge Investments
New York
$539K +$413K +17,244 +327%
UR
438
USCA RIA
Texas
$534K +$3.35K +140 +0.6%
FBT
439
Founders Bank & Trust
Michigan
$534K +$105K +4,401 +25%
PP
440
Paloma Partners
Connecticut
$533K +$158K +6,590 +42%
VFS
441
VSR Financial Services
Kansas
$524K -$194K -8,120 -27%
SACTSONJ
442
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$524K – – –
TSWM
443
Triangle Securities Wealth Management
North Carolina
$524K +$131K +5,320 +33%
NB
444
NBT Bank
New York
$522K -$112K -4,690 -18%
BWAM
445
Boyd Watterson Asset Management
Ohio
$522K -$5.77K -241 -1%
WFM
446
Wilmington Funds Management
Delaware
$520K – – –
CA
447
Cetera Advisors
Colorado
$508K -$83.8K -3,505 -14%
TBNY
448
Trustco Bank (New York)
New York
$508K -$13.4K -561 -3%
Mackenzie Financial
449
Mackenzie Financial
Ontario, Canada
$501K +$124K +5,172 +33%
ACM
450
Argentus Capital Management
Texas
$499K +$40.6K +1,693 +9%
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