EXC icon

Exelon
EXC

Overview Fund Activity

775 hedge funds and large institutions have $25.4B invested in Exelon in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 309 increasing their positions, 296 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
19.32%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.27%
New
53
Increased
309
Reduced
296
Closed
69
Calls
$190M
Puts
$115M
Net Calls
+$74.8M
Net Calls Change
+$35.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.6B
2
Wells Fargo
Wells Fargo
California
+$135M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$98.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$73.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$406M
2
PPA
Parametric Portfolio Associates
Washington
-$72.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$67M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$51.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
476
Security National Trust
West Virginia
$547K +$3.06K +119 +0.6%
FBA
477
Front Barnett Associates
Illinois
$545K -$18.7K -729 -3%
SPC
478
Sigma Planning Corp
Michigan
$541K -$14.8K -579 -3%
BIA
479
Barry Investment Advisors
Massachusetts
$539K -$5.01K -195 -0.9%
CA
480
Cornerstone Advisors
North Carolina
$536K +$536K +20,890 New
PFSC
481
Peoples Financial Services Corp
Pennsylvania
$519K -$3.59K -140 -0.7%
BFM
482
Boothbay Fund Management
New York
$507K -$477K -18,559 -48%
GXMC
483
Global X Management Company
New York
$507K +$75.8K +2,956 +18%
TMAM
484
Tokio Marine Asset Management
Japan
$498K -$143K -5,564 -22%
APP
485
Avantax Planning Partners
Iowa
$497K -$2.41K -94 -0.5%
BWM
486
Bernicke Wealth Management
Wisconsin
$492K -$469K -18,287 -49%
GWM
487
Geneos Wealth Management
Colorado
$489K -$5.46K -213 -1%
PTC
488
Private Trust Company
Ohio
$487K +$487K +18,991 New
IFS
489
Ifrah Financial Services
Arkansas
$476K -$19.5K -760 -4%
IRF
490
IBM Retirement Fund
New York
$475K -$3.52M -102,897 -88%
RCAMU
491
Rothschild & Co Asset Management US
Connecticut
$475K -$46.2K -1,800 -9%
FNBTCON
492
First National Bank & Trust Co of Newtown
Pennsylvania
$474K +$73.6K +2,868 +18%
D.E. Shaw & Co
493
D.E. Shaw & Co
New York
$470K -$12.6M -491,420 -96%
DWT
494
Dorsey & Whitney Trust
South Dakota
$460K +$125K +4,869 +37%
OIA
495
Optimum Investment Advisors
Illinois
$455K +$1.08K +42 +0.2%
LNC
496
Lincoln National Corp
Pennsylvania
$454K +$14.2K +552 +3%
AWA
497
AmeriServ Wealth Advisors
Pennsylvania
$453K +$15.9K +621 +4%
TBNY
498
Trustco Bank (New York)
New York
$449K – – –
PTC
499
Philadelphia Trust Company
Pennsylvania
$440K -$23.7K -924 -5%
ITIM
500
Indiana Trust & Investment Management
Indiana
$440K +$29.7K +1,156 +7%
18 19
20
21 22