Exelon
745 hedge funds and large institutions have $27B invested in Exelon in 2014 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 236 increasing their positions, 296 reducing their positions, and 52 closing their positions.
133% more call options, than puts
Call options by funds: $372M | Put options by funds: $160M
117% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 52
6% more funds holding
Funds holding: 700 → 745 (+45)
6% more capital invested
Capital invested by funds: $25.4B → $27B (+$1.54B)
1% more ownership
Funds ownership: 115.34% → 116.34% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
20% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 296
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$189M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$139M |
| 3 |
JP Morgan Chase
New York
|
+$139M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$112M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$87.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$209M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$178M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$154M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$136M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$126M |
EXC Hedge Fund Activity: Q4 2014 in Review
745 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2014, worth a combined $27B — up 6% from $25.4B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new EXC positions and 52 closed out — a net gain of 61 holders — while 236 added to existing stakes and 296 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Millennium Management, cutting an estimated $209M.
- 745 institutional investors held Exelon (EXC) as of Q4 2014, up from 700 in Q3 2014.
- Funds reported $27B of Exelon stock for Q4 2014, up 6% quarter-over-quarter.
- 113 funds opened new Exelon positions in Q4 2014 and 52 closed out, a net change of +61 holders.
- The largest Exelon buyer in Q4 2014 was Fidelity Investments, an estimated $189M added.
- The largest Exelon seller in Q4 2014 was Millennium Management, an estimated $209M sold.
Based on aggregated 13F filings for Q4 2014.