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Exelon
EXC

Overview Fund Activity

745 hedge funds and large institutions have $20.5B invested in Exelon in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 300 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+13
Holders Change %
+1.78%
% of All Funds
20.82%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.45%
New
72
Increased
300
Reduced
259
Closed
52
Calls
$239M
Puts
$125M
Net Calls
+$115M
Net Calls Change
-$18.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$352M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$210M
3
BA
BlackRock Advisors
Delaware
+$123M
4
Ameriprise
Ameriprise
Minnesota
+$97.4M
5
Prudential Financial
Prudential Financial
New Jersey
+$96.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$885M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$436M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$309M
4
Franklin Resources
Franklin Resources
California
-$237M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
476
Platte River Capital
Colorado
$490K -$392K -18,506 -44%
AT
477
Arden Trust
Delaware
$489K +$57.4K +2,712 +13%
CTC
478
Central Trust Company
Missouri
$488K -$25.3K -1,192 -5%
TYCC
479
Texas Yale Capital Corp
Florida
$486K – – –
CNB
480
City National Bank
California
$483K -$140K -6,612 -22%
HKIM
481
Hayek Kallen Investment Management
Alabama
$480K -$37.8K -1,787 -7%
HFS
482
HL Financial Services
Kentucky
$479K -$693K -32,724 -59%
AIP
483
Ameritas Investment Partners
Nebraska
$479K – – –
SC
484
Savant Capital
Illinois
$475K -$33.5K -1,582 -7%
CPP
485
Crow Point Partners
Massachusetts
$475K – – –
Bank of Nova Scotia
486
Bank of Nova Scotia
Ontario, Canada
$474K +$17.2K +813 +4%
PFSC
487
Peoples Financial Services Corp
Pennsylvania
$470K – – –
FBNAT
488
FirstMerit Bank N.A. Trustee
Ohio
$468K -$2.84K -134 -0.6%
AIM
489
Ada Investment Management
New York
$467K +$467K +21,052 New
Truist Financial
490
Truist Financial
North Carolina
$466K +$25.1K +1,185 +6%
PAM
491
PartnerRe Asset Management
Connecticut
$463K +$1.1K +52 +0.2%
BRWA
492
B. Riley Wealth Advisors
Florida
$463K +$7.8K +368 +2%
ICAS
493
Investors Capital Advisory Services
Massachusetts
$461K +$9.38K +443 +2%
BC
494
Banced Corp
Illinois
$458K +$458K +21,623 New
GP
495
Girard Partners
Pennsylvania
$447K +$181K +8,552 +68%
JPMPWA
496
J.P. Morgan Private Wealth Advisors
California
$444K -$843K -39,793 -65%
CGT
497
Capital Guardian Trust
California
$440K – – –
LA
498
Lucus Advisors
New York
$440K +$440K +20,762 New
BBHC
499
Brown Brothers Harriman & Co
New York
$437K +$295K +13,936 +208%
IC
500
Intersect Capital
California
$436K -$55.2K -2,607 -11%
18 19
20
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