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Exelon
EXC

Overview Fund Activity

680 hedge funds and large institutions have $21.2B invested in Exelon in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.61%
New
75
Increased
260
Reduced
252
Closed
61
Calls
$141M
Puts
$200M
Net Calls
-$58.9M
Net Calls Change
-$196M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$246M
2
CBOA
Commonwealth Bank of Australia
Australia
+$244M
3
TCIM
TIAA CREF Investment Management
New York
+$121M
4
Lazard Asset Management
Lazard Asset Management
New York
+$106M
5
CC
Carlson Capital
Texas
+$97.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$469M
2
LM
Luminus Management
Texas
-$150M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$130M
4
Renaissance Technologies
Renaissance Technologies
New York
-$78.8M
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
501
BOK Financial
Oklahoma
$324K +$4.42K +185 +1%
FHC
502
First Heartland Consultants
Missouri
$323K +$52.5K +2,193 +19%
SCM
503
Sterneck Capital Management
Missouri
$322K +$322K +13,459 New
KIG
504
Kovitz Investment Group
Illinois
$320K +$320K +13,029 New
RNS
505
Robert N. Shapiro
$316K -$27.6K -1,151 -8%
SFSIG
506
San Francisco Sentry Investment Group
California
$315K -$6.71K -280 -2%
BP
507
Banyan Partners
Florida
$311K – – –
OSNBOA
508
Old Second National Bank of Aurora
Illinois
$310K -$6.93K -289 -2%
GA
509
Geneva Advisors
Illinois
$308K +$3.11K +130 +1%
DPIM
510
Duff & Phelps Investment Management
Illinois
$307K – – –
FNT
511
First National Trust
Pennsylvania
$306K +$8.28K +345 +3%
FANJ
512
Financial Architects (New Jersey)
New Jersey
$304K -$1.82K -76 -0.6%
EFS
513
Essex Financial Services
Connecticut
$303K -$10.1K -421 -3%
AWM
514
Altavista Wealth Management
North Carolina
$301K -$13.9K -580 -4%
GG
515
Gofen & Glossberg
Illinois
$301K +$95.7K +4,409 +47%
PGFC
516
Peapack-Gladstone Financial Corp
New Jersey
$299K -$43.4K -1,814 -13%
BAS
517
Brown Advisory Securities
Maryland
$296K +$39.1K +1,643 +15%
CSIC
518
Clifford Swan Investment Counsel
California
$294K +$3.35K +140 +1%
BAM
519
Brave Asset Management
New Jersey
$289K – – –
Envestnet Asset Management
520
Envestnet Asset Management
Illinois
$281K +$254K +10,642 +954%
WKWM
521
Walter & Keenan Wealth Management
Indiana
$280K +$280K +11,707 New
IH
522
IFC Holdings
Florida
$278K -$12.5K -530 -4%
GI
523
GAMCO Investors
Connecticut
$277K – – –
DVM
524
Dreman Value Management
Florida
$277K +$49.1K +2,049 +22%
BFM
525
Boston Financial Management
Massachusetts
$276K +$13.7K +574 +5%
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