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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 %
CNB
426
City National Bank
California
$660K +$465K +20,744 +239%
FA
427
FDx Advisors
Illinois
$659K -$255K -11,192 -28%
BIA
428
Barry Investment Advisors
Massachusetts
$638K +$4.06K +181 +0.6%
FAAS
429
First Allied Advisory Services
California
$624K -$52K -2,302 -8%
LOAMS
430
Lombard Odier Asset Management (Switzerland)
Switzerland
$608K -$172K -7,667 -22%
VIA
431
Vident Investment Advisory
Georgia
$608K +$76.1K +3,397 +14%
DVM
432
Dreman Value Management
Florida
$607K +$110K +4,918 +22%
Daiwa Securities Group
433
Daiwa Securities Group
Japan
$604K -$40.8K -1,822 -6%
NSIM
434
North Star Investment Management
Illinois
$597K +$2.46K +110 +0.4%
CPA
435
Court Place Advisors
Maryland
$590K – – –
BBA
436
BLB&B Advisors
Pennsylvania
$585K -$46.5K -2,076 -7%
Schroder Investment Management Group
437
Schroder Investment Management Group
United Kingdom
$585K – – –
CI
438
Constellation Investments
Ohio
$581K +$9.44K +421 +2%
VFS
439
VSR Financial Services
Kansas
$569K -$12.5K -558 -2%
NC
440
NewSquare Capital
Pennsylvania
$560K +$46.4K +2,072 +9%
EOJOAM
441
E. Ohman J:or Asset Management
Sweden
$553K – – –
HKIM
442
Hayek Kallen Investment Management
Alabama
$548K -$27.7K -1,234 -5%
RJFSA
443
Raymond James Financial Services Advisors
Florida
$548K +$116K +5,160 +27%
CTC
444
Central Trust Company
Missouri
$542K -$1.57K -70 -0.3%
SC
445
Savant Capital
Illinois
$538K -$98.1K -4,379 -15%
BCM
446
BlueCrest Capital Management
Jersey
$531K +$336K +14,988 +172%
IC
447
Intersect Capital
California
$520K -$7.82K -349 -1%
CNC
448
Citizens & Northern Corp
Pennsylvania
$518K +$17.3K +771 +3%
TYCC
449
Texas Yale Capital Corp
Florida
$515K – – –
SPC
450
Sigma Planning Corp
Michigan
$508K -$328K -14,623 -39%
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