Exelon
776 hedge funds and large institutions have $25.4B invested in Exelon in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 309 increasing their positions, 296 reducing their positions, and 69 closing their positions.
65% more call options, than puts
Call options by funds: $190M | Put options by funds: $115M
4% more repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 296
2% more capital invested
Capital invested by funds: $24.9B → $25.4B (+$572M)
0.56% more ownership
Funds ownership: 106.49% → 107.04% (+0.56%)
3% less funds holding
Funds holding: 802 → 776 (-26)
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
22% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.58B |
| 2 |
Wells Fargo
San Francisco,
California
|
+$134M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$98M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$73.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$404M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$72.4M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$66.5M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$51.2M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$37M |
EXC Hedge Fund Activity: Q1 2017 in Review
776 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2017, worth a combined $25.4B — up 2.3% from $24.9B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of EXC and 54 opened new positions — a net loss of 15 holders — while 296 trimmed existing stakes and 309 added.
The largest buyer was BlackRock, adding an estimated $2.58B. The largest seller was T. Rowe Price Associates, cutting an estimated $404M.
- 776 institutional investors held Exelon (EXC) as of Q1 2017, down from 802 in Q4 2016.
- Funds reported $25.4B of Exelon stock for Q1 2017, up 2.3% quarter-over-quarter.
- 54 funds opened new Exelon positions in Q1 2017 and 69 closed out, a net change of -15 holders.
- The largest Exelon buyer in Q1 2017 was BlackRock, an estimated $2.58B added.
- The largest Exelon seller in Q1 2017 was T. Rowe Price Associates, an estimated $404M sold.
Based on aggregated 13F filings for Q1 2017.