Exelon
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.
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: 793 → 781 (-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: 14 → 12 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$181M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$100M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$93.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$87.1M |
| 5 |
JP Morgan Chase
New York
|
+$84.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$330M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$133M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$92M |
| 4 |
ZP
Zimmer Partners
New York
|
-$79.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$68.1M |
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.