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Exelon
EXC

Overview Fund Activity

732 hedge funds and large institutions have $22.6B invested in Exelon in 2015 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 286 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
19.74%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.3%
New
63
Increased
258
Reduced
286
Closed
53
Calls
$259M
Puts
$125M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
CC
Carlson Capital
Texas
+$127M
3
SSM
Sound Shore Management
Connecticut
+$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$82.4M
5
Franklin Resources
Franklin Resources
California
+$72M

Top Sellers

1
IC
Institutional Capital
Illinois
-$237M
2
LM
Luminus Management
Texas
-$94.5M
3
Lazard Asset Management
Lazard Asset Management
New York
-$86.7M
4
Morgan Stanley
Morgan Stanley
New York
-$77.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
476
Veritable
Delaware
$427K -$251K -11,180 -37%
NIM
477
Nexus Investment Management
Ontario, Canada
$421K – – –
IC
478
InterOcean Capital
Illinois
$414K -$49K -2,185 -11%
NPC
479
National Planning Corporation
California
$413K +$3.91K +171 +1%
TBNY
480
Trustco Bank (New York)
New York
$411K -$40.9K -1,822 -9%
BA
481
Bridgewater Associates
Connecticut
$408K +$408K +18,190 New
FBA
482
Front Barnett Associates
Illinois
$407K -$14.1K -631 -3%
TNAM
483
Terra Nova Asset Management
New York
$406K – – –
GA
484
Geneva Advisors
Illinois
$404K +$30.5K +1,360 +8%
JFA
485
JNBA Financial Advisors
Minnesota
$402K -$47.1K -2,104 -10%
BDF
486
Balasa Dinverno & Foltz
$396K +$27.9K +1,245 +8%
DTL
487
Dynamic Technology Lab
Singapore
$396K +$396K +17,682 New
WSFS
488
Wilmington Savings Fund Society
Delaware
$394K -$13.6K -606 -3%
WA
489
WBH Advisory
Maryland
$394K +$45.9K +2,049 +13%
MA
490
Montag & Associates
Georgia
$389K – – –
IWM
491
Integrated Wealth Management
California
$388K +$27.4K +1,226 +8%
SNT
492
Security National Trust
West Virginia
$383K +$3.14K +140 +0.8%
PNC
493
Park National Corp
Ohio
$380K -$2.82K -126 -0.7%
ARM
494
Adirondack Research & Management
New York
$372K – – –
AMIM
495
Aull & Monroe Investment Management
Alabama
$364K +$11.1K +485 +3%
SF
496
Synovus Financial
Georgia
$363K +$89 +4 +0%
SRC
497
Shufro Rose & Co
New York
$359K – – –
FNBT
498
FineMark National Bank & Trust
Florida
$357K -$19.3K -862 -5%
FWM
499
Focused Wealth Management
New York
$355K -$50.9K -2,271 -13%
SIG
500
Schaller Investment Group
North Carolina
$350K – – –
18 19
20
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