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Exelon
EXC

Overview Fund Activity

673 hedge funds and large institutions have $16.9B invested in Exelon in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 195 increasing their positions, 302 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+39
Holders Change %
+6.15%
% of All Funds
19.55%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
98
Increased
195
Reduced
302
Closed
54
Calls
$265M
Puts
$128M
Net Calls
+$137M
Net Calls Change
-$71.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.08B
2
SOMRS
State of Michigan Retirement System
Michigan
$204M
3
LM
Luminus Management
Texas
$139M
4
BIP
Brandes Investment Partners
California
$109M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.24B

Top Sellers

1
MNA
Manning & Napier Advisors
New York
$0
2
TIM
Thornburg Investment Management
New Mexico
$20.8M
3
CA
Cortland Advisers
Delaware
$0
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$131M
5
PIM
Perkins Investment Management
Illinois
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARM
501
Adirondack Research & Management
New York
$298K -$104K -5,313 -26%
CBB
502
Citizens Business Bank
California
$296K -$6.04K -308 -2%
SCA
503
Stonebridge Capital Advisors
Minnesota
$289K +$289K +14,783 New
NPIT
504
National Penn Investors Trust
Pennsylvania
$288K – – –
VAM
505
Visium Asset Management
New York
$281K +$281K +14,369 New
WF
506
Welch & Forbes
Massachusetts
$280K -$71.1K -3,645 -20%
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$280K -$84.7K -4,336 -23%
RNS
508
Robert N. Shapiro
$279K -$303K -15,565 -52%
SRC
509
Shufro Rose & Co
New York
$278K -$6.61M -338,268 -96%
BA
510
BlackRock Advisors
Delaware
$277K – – –
GP
511
Girard Partners
Pennsylvania
$277K +$277K +14,187 New
WFG
512
Wills Financial Group
Virginia
$276K +$276K +14,134 New
CNBT
513
Canandaigua National Bank & Trust
New York
$274K -$17.7K -904 -6%
SF
514
Synovus Financial
Georgia
$273K -$36.8K -1,897 -12%
AWM
515
Altavista Wealth Management
North Carolina
$271K -$102K -4,939 -27%
HTC
516
Haverford Trust Company
Pennsylvania
$268K +$36.2K +1,855 +16%
KFP
517
Keystone Financial Planning
Ohio
$267K +$267K +13,668 New
IMS
518
Index Management Solutions
Pennsylvania
$266K +$145K +7,411 +119%
SFSIG
519
San Francisco Sentry Investment Group
California
$262K -$106K -5,433 -29%
BF
520
BOK Financial
Oklahoma
$261K +$261K +13,379 New
QT
521
Quantbot Technologies
New York
$260K -$507K -25,979 -66%
OSNBOA
522
Old Second National Bank of Aurora
Illinois
$258K – – –
EFS
523
Essex Financial Services
Connecticut
$256K -$217K -11,087 -46%
BP
524
Banyan Partners
Florida
$254K – – –
LC
525
Lubar & Co
Wisconsin
$254K +$2.71K +139 +1%
19 20
21
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