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Exelon
EXC

Overview Fund Activity

673 hedge funds and large institutions have $16.9B invested in Exelon in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 195 increasing their positions, 302 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+39
Holders Change %
+6.15%
% of All Funds
19.55%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
98
Increased
195
Reduced
302
Closed
54
Calls
$265M
Puts
$128M
Net Calls
+$137M
Net Calls Change
-$71.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$393M
2
SOMRS
State of Michigan Retirement System
Michigan
+$151M
3
LM
Luminus Management
Texas
+$136M
4
BIP
Brandes Investment Partners
California
+$101M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$86.5M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$137M
2
TIM
Thornburg Investment Management
New Mexico
-$127M
3
CA
Cortland Advisers
Delaware
-$114M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$56.9M
5
PIM
Perkins Investment Management
Illinois
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
476
Group One Trading
Illinois
$349K +$76.3K +3,911 +28%
FIG
477
Fusion Investment Group
Pennsylvania
$346K +$346K +17,725 New
FIM
478
Freedom Investment Management
Connecticut
$343K -$19.9K -1,018 -5%
NC
479
NewSquare Capital
Pennsylvania
$341K +$37.2K +1,905 +12%
AMIM
480
Aull & Monroe Investment Management
Alabama
$332K – – –
KTC
481
Kistler-Tiffany Companies
Pennsylvania
$330K -$40.4K -2,066 -11%
HW
482
Hancock Whitney
Mississippi
$330K -$5.31K -272 -2%
MCWS
483
McKinley Carter Wealth Services
West Virginia
$326K -$670K -34,251 -67%
MSS
484
Mitchell Sinkler & Starr
Pennsylvania
$324K -$10.9K -561 -3%
Bank of Nova Scotia
485
Bank of Nova Scotia
Ontario, Canada
$324K +$26.4K +1,352 +9%
CB
486
Chemical Bank
Michigan
$323K -$36.2K -1,852 -10%
CBN
487
Cadence Bank NA
Texas
$318K -$17.8K -912 -5%
WSTAM
488
Wilbanks Smith & Thomas Asset Management
Virginia
$317K -$60.4K -3,093 -16%
FNB
489
First Niagara Bank
New York
$317K -$35.3K -1,806 -10%
ICAS
490
Investors Capital Advisory Services
Massachusetts
$317K +$102K +5,247 +48%
PTB
491
Pioneer Trust Bank
Oregon
$315K -$12.8K -659 -4%
TSWM
492
Triangle Securities Wealth Management
North Carolina
$312K -$101K -5,180 -24%
Mackenzie Financial
493
Mackenzie Financial
Ontario, Canada
$308K +$107K +5,484 +53%
FNBTCON
494
First National Bank & Trust Co of Newtown
Pennsylvania
$307K -$14.8K -757 -5%
PP
495
Paloma Partners
Connecticut
$307K +$43.9K +2,243 +17%
SIG
496
Schaller Investment Group
North Carolina
$305K – – –
PSI
497
Pinnacle Summer Investments
Virginia
$303K -$12.9K -659 -4%
BDF
498
Balasa Dinverno & Foltz
$301K +$24.8K +1,270 +9%
CIP
499
Cornerstone Investment Partners
Georgia
$299K -$115K -5,874 -28%
UF
500
Univest Financial
Pennsylvania
$299K +$34.6K +1,769 +13%
18 19
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