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Exelon
EXC

Overview Fund Activity

731 hedge funds and large institutions have $24.3B invested in Exelon in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 248 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-14
Holders Change %
-1.88%
% of All Funds
19.5%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.35%
New
66
Increased
248
Reduced
298
Closed
72
Calls
$278M
Puts
$255M
Net Calls
+$23.8M
Net Calls Change
-$189M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$281M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$240M
3
Millennium Management
Millennium Management
New York
+$172M
4
Capital International Investors
Capital International Investors
California
+$142M
5
CC
Carlson Capital
Texas
+$95.8M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$557M
2
O
OppenheimerFunds
New York
-$242M
3
Capital World Investors
Capital World Investors
California
-$146M
4
IC
Institutional Capital
Illinois
-$142M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
476
Park National Corp
Ohio
$409K -$80K -3,345 -16%
SNT
477
Security National Trust
West Virginia
$406K +$36.8K +1,535 +10%
FNBT
478
FineMark National Bank & Trust
Florida
$403K +$128K +5,354 +47%
GA
479
Geneva Advisors
Illinois
$400K +$47.3K +1,973 +13%
IA
480
Icon Advisers
Colorado
$400K +$400K +16,684 New
FNB
481
First Niagara Bank
New York
$398K -$5.04K -210 -1%
ARM
482
Adirondack Research & Management
New York
$398K +$25.2K +1,052 +7%
BRWA
483
B. Riley Wealth Advisors
Florida
$396K -$118K -4,909 -23%
BDF
484
Balasa Dinverno & Foltz
$394K +$8.18K +341 +2%
SF
485
Synovus Financial
Georgia
$393K -$8.34K -346 -2%
I2I
486
Insight 2811 Inc
Illinois
$387K -$111K -4,627 -22%
IWM
487
Integrated Wealth Management
California
$386K +$386K +16,108 New
SRC
488
Shufro Rose & Co
New York
$384K – – –
SWP
489
Stratos Wealth Partners
Ohio
$376K -$43.4K -1,817 -10%
NB
490
NBT Bank
New York
$376K -$23.5K -981 -6%
SIG
491
Schaller Investment Group
North Carolina
$374K – – –
BFM
492
Boothbay Fund Management
New York
$372K -$43.8K -1,825 -11%
AMIM
493
Aull & Monroe Investment Management
Alabama
$371K -$3.12K -130 -0.8%
SLG
494
Stanley-Laman Group
Pennsylvania
$370K -$161K -6,715 -30%
PGFC
495
Peapack-Gladstone Financial Corp
New Jersey
$369K +$369K +15,400 New
CIP
496
Cornerstone Investment Partners
Georgia
$368K – – –
PL
497
Parkwood LLC
Ohio
$366K +$46.5K +1,942 +15%
PC
498
Passport Capital
California
$366K +$366K +15,285 New
BAS
499
Brown Advisory Securities
Maryland
$363K -$5.74K -241 -2%
UF
500
Univest Financial
Pennsylvania
$361K -$11.3K -470 -3%
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