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781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GXMC
476
Global X Management Company
New York
$545K +$68.5K +2,560 +14%
PFSC
477
Peoples Financial Services Corp
Pennsylvania
$540K
LNB
478
Ledyard National Bank
$536K +$91.3K +3,413 +21%
CWM
479
Calamos Wealth Management
Illinois
$526K -$7.01K -262 -1%
MPI
480
Mairs & Power Inc
Minnesota
$525K
JIM
481
Jupiter Investment Management
United Kingdom
$524K -$390K -14,582 -43%
D.E. Shaw & Co
482
D.E. Shaw & Co
New York
$520K -$3.81M -142,595 -88%
APP
483
Avantax Planning Partners
Iowa
$520K +$15.2K +568 +3%
NFA
484
Nuveen Fund Advisors
Illinois
$516K -$630K -23,554 -55%
MFW
485
Mosaic Family Wealth
Missouri
$505K +$94.9K +3,548 +23%
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$499K +$497K +18,574 New
PTC
487
Private Trust Company
Ohio
$498K -$11.6K -432 -2%
FNBTCON
488
First National Bank & Trust Co of Newtown
Pennsylvania
$496K
USGIU
489
U.S. Global Investors (USGI)
Texas
$490K +$487K +18,226 New
GWM
490
Geneos Wealth Management
Colorado
$484K -$14.7K -550 -3%
OIA
491
Optimum Investment Advisors
Illinois
$479K +$321 +12 +0.1%
TBNY
492
Trustco Bank (New York)
New York
$478K +$7.52K +281 +2%
RIM
493
Rampart Investment Management
Connecticut
$478K +$25K +935 +6%
DCM
494
Dynamic Capital Management
Jersey
$474K +$240K +8,961 +103%
QAM
495
Quantres Asset Management
Cayman Islands
$471K +$169K +6,309 +56%
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$462K +$7.52K +281 +2%
ITIM
497
Indiana Trust & Investment Management
Indiana
$460K -$6.9K -258 -1%
PTC
498
Philadelphia Trust Company
Pennsylvania
$460K -$562 -21 -0.1%
BBHC
499
Brown Brothers Harriman & Co
New York
$446K -$131K -4,907 -23%
CCM
500
CrestPoint Capital Management
Missouri
$445K +$442K +16,544 New

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.