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Exelon
EXC

Overview Fund Activity

792 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 309 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+17
Holders Change %
+2.19%
% of All Funds
19.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
83
Increased
309
Reduced
278
Closed
53
Calls
$192M
Puts
$121M
Net Calls
+$70.9M
Net Calls Change
-$3.91M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$257M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
4
Franklin Resources
Franklin Resources
California
+$148M
5
CGI
CI Global Investments
California
+$137M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
2
NI
Numeric Investors
Massachusetts
-$49.3M
3
JIM
Jupiter Investment Management
United Kingdom
-$48.1M
4
State Street
State Street
Massachusetts
-$43.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
476
Court Place Advisors
Maryland
$599K +$257 +10 +0%
VFM
477
Viking Fund Management
North Dakota
$577K +$577K +22,432 New
BBA
478
BLB&B Advisors
Pennsylvania
$572K +$21.8K +847 +4%
SG
479
StoneX Group
New York
$572K +$572K +22,217 New
SOADOR
480
State of Alaska Department of Revenue
Alaska
$570K -$175K -6,799 -23%
Wolverine Trading
481
Wolverine Trading
Illinois
$554K +$554K +21,667 New
BBHC
482
Brown Brothers Harriman & Co
New York
$553K -$4.99K -194 -0.9%
SNT
483
Security National Trust
West Virginia
$550K +$2.52K +98 +0.5%
AT
484
Arden Trust
Delaware
$548K -$1.34K -52 -0.2%
FBA
485
Front Barnett Associates
Illinois
$546K – – –
VFA
486
Voya Financial Advisors
Connecticut
$541K -$17.9K -702 -3%
CHC
487
City Holding Co
West Virginia
$538K +$108K +4,206 +25%
BIA
488
Barry Investment Advisors
Massachusetts
$537K -$2.52K -98 -0.5%
SPC
489
Sigma Planning Corp
Michigan
$533K -$9.78K -380 -2%
CIAN
490
Capstone Investment Advisors (Netherlands)
New York
$529K -$370K -14,380 -41%
IAA
491
Independent Advisor Alliance
North Carolina
$519K +$519K +20,365 New
PFSC
492
Peoples Financial Services Corp
Pennsylvania
$517K -$3.6K -140 -0.7%
CWM
493
Calamos Wealth Management
Illinois
$510K +$510K +19,823 New
Acadian Asset Management
494
Acadian Asset Management
Massachusetts
$505K +$171K +6,666 +51%
MPI
495
Mairs & Power Inc
Minnesota
$502K +$274K +10,669 +120%
BFM
496
Boothbay Fund Management
New York
$500K -$7.58K -295 -1%
TH
497
Timber Hill
Connecticut
$491K -$2.59M -100,727 -84%
PTC
498
Private Trust Company
Ohio
$488K -$103 -4 -0%
Grantham, Mayo, Van Otterloo & Co (GMO)
499
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$487K +$487K +18,927 New
APP
500
Avantax Planning Partners
Iowa
$483K -$15.4K -600 -3%
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