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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.

New
Increased
Maintained
Reduced
Closed

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: 793781 (-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: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CGI
26
CI Global Investments
California
$203M +$60.3M +2,253,058 +42%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$195M -$14.1M -527,161 -7%
TCIM
28
TIAA CREF Investment Management
New York
$167M -$14.1M -526,224 -8%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$166M +$48.5M +1,815,170 +41%
Fidelity International
30
Fidelity International
Bermuda
$163M +$27.2M +1,016,665 +20%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$163M +$93.6M +3,498,143 +137%
Prudential Financial
32
Prudential Financial
New Jersey
$160M +$37.7M +1,409,986 +31%
Bank of America
33
Bank of America
North Carolina
$160M +$16.1M +600,392 +11%
Canada Life
34
Canada Life
Manitoba, Canada
$156M +$6.97M +260,625 +5%
JP Morgan Chase
35
JP Morgan Chase
New York
$150M +$84.6M +3,162,653 +128%
Ameriprise
36
Ameriprise
Minnesota
$144M +$2.33M +87,128 +2%
SSM
37
Sound Shore Management
Connecticut
$143M -$226K -8,462 -0.2%
Charles Schwab
38
Charles Schwab
California
$140M -$1.67M -62,442 -1%
PPA
39
Parametric Portfolio Associates
Washington
$134M -$3.74M -139,947 -3%
UBS AM
40
UBS AM
Illinois
$133M +$1.53M +57,067 +1%
ClearBridge Investments
41
ClearBridge Investments
New York
$133M -$4.8M -179,331 -4%
Swiss National Bank
42
Swiss National Bank
Switzerland
$129M +$1.1M +41,078 +0.9%
EIC
43
Equity Investment Corp
Georgia
$124M -$7.09M -265,173 -5%
EIP
44
Energy Income Partners
Connecticut
$124M +$23.8M +889,233 +24%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$120M -$2.48M -92,819 -2%
TA
46
Teachers Advisors
New York
$118M -$29.4M -1,100,904 -20%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$112M +$100M +3,738,970 +869%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$110M +$5.67M +211,962 +5%
AllianceBernstein
49
AllianceBernstein
Tennessee
$108M -$10.7M -401,579 -9%
Citadel Advisors
50
Citadel Advisors
Florida
$106M +$87.1M +3,258,088 +476%

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.