Exelon
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.
31% more funds holding in top 10
Funds holding in top 10: 16 → 21 (+5)
26% more capital invested
Capital invested by funds: $16.9B → $21.2B (+$4.34B)
23% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 61
2.49% more ownership
Funds ownership: 100.94% → 103.43% (+2.5%)
1% more funds holding
Funds holding: 673 → 680 (+7)
3% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 252
29% less call options, than puts
Call options by funds: $141M | Put options by funds: $200M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$216M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$215M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$106M |
| 4 |
Lazard Asset Management
New York
|
+$93.6M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$413M |
| 2 |
LM
Luminus Management
Houston,
Texas
|
-$132M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$114M |
| 4 |
Renaissance Technologies
New York
|
-$78.8M |
| 5 |
SONJCPFA
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
|
-$43.9M |
EXC Hedge Fund Activity: Q1 2014 in Review
680 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2014, worth a combined $21.2B — up 26% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new EXC positions and 61 closed out — a net gain of 14 holders — while 260 added to existing stakes and 252 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $216M. The largest seller was Franklin Resources, cutting an estimated $413M.
- 680 institutional investors held Exelon (EXC) as of Q1 2014, up from 673 in Q4 2013.
- Funds reported $21.2B of Exelon stock for Q1 2014, up 26% quarter-over-quarter.
- 75 funds opened new Exelon positions in Q1 2014 and 61 closed out, a net change of +14 holders.
- The largest Exelon buyer in Q1 2014 was LSV Asset Management, an estimated $216M added.
- The largest Exelon seller in Q1 2014 was Franklin Resources, an estimated $413M sold.
Based on aggregated 13F filings for Q1 2014.