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Exelon
EXC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.61%
New
75
Increased
260
Reduced
252
Closed
61
Calls
$141M
Puts
$200M
Net Calls
-$58.9M
Net Calls Change
-$196M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$246M
2
CBOA
Commonwealth Bank of Australia
Australia
+$244M
3
TCIM
TIAA CREF Investment Management
New York
+$121M
4
Lazard Asset Management
Lazard Asset Management
New York
+$106M
5
CC
Carlson Capital
Texas
+$97.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$469M
2
LM
Luminus Management
Texas
-$150M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$130M
4
Renaissance Technologies
Renaissance Technologies
New York
-$78.8M
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
476
Cadence Bank NA
Texas
$390K – – –
KTC
477
Kistler-Tiffany Companies
Pennsylvania
$384K -$20.1K -839 -5%
GP
478
Girard Partners
Pennsylvania
$384K +$44.2K +1,846 +13%
ARM
479
Adirondack Research & Management
New York
$379K +$13.4K +561 +4%
SIG
480
Schaller Investment Group
North Carolina
$374K – – –
FNB
481
First Niagara Bank
New York
$372K -$16.8K -701 -4%
FNBTCON
482
First National Bank & Trust Co of Newtown
Pennsylvania
$369K -$6.7K -280 -2%
CNBT
483
Canandaigua National Bank & Trust
New York
$367K +$31K +1,296 +9%
CIP
484
Cornerstone Investment Partners
Georgia
$366K – – –
SCA
485
Stonebridge Capital Advisors
Minnesota
$364K +$10.1K +420 +3%
SF
486
Synovus Financial
Georgia
$364K +$25.6K +1,063 +8%
DSC
487
Duncker Streett & Co
Missouri
$359K -$93.4K -3,899 -21%
BDF
488
Balasa Dinverno & Foltz
$359K -$9.89K -413 -3%
NPIT
489
National Penn Investors Trust
Pennsylvania
$353K – – –
PTB
490
Pioneer Trust Bank
Oregon
$352K -$34.5K -1,444 -9%
WA
491
WBH Advisory
Maryland
$350K -$103K -4,289 -23%
WSTAM
492
Wilbanks Smith & Thomas Asset Management
Virginia
$348K -$40.3K -1,685 -10%
CBU
493
CIBC Bank USA
Illinois
$344K +$344K +14,404 New
PSI
494
Pinnacle Summer Investments
Virginia
$343K -$43.2K -1,734 -11%
WF
495
Welch & Forbes
Massachusetts
$343K – – –
MBTD
496
Mechanics Bank - Trust Department
California
$339K +$30.9K +1,290 +10%
WFG
497
Wills Financial Group
Virginia
$338K +$358 +15 +0.1%
BA
498
BlackRock Advisors
Delaware
$334K -$5.29K -221 -2%
SRC
499
Shufro Rose & Co
New York
$333K -$6.68K -280 -2%
KFP
500
Keystone Financial Planning
Ohio
$327K – – –
18 19
20
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