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Exelon
EXC

Overview Fund Activity

731 hedge funds and large institutions have $25.6B invested in Exelon in 2014 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 229 increasing their positions, 295 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+51
Holders Change %
+7.5%
% of All Funds
21.02%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.63%
New
94
Increased
229
Reduced
295
Closed
38
Calls
$254M
Puts
$214M
Net Calls
+$39.7M
Net Calls Change
+$98.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$594M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$516M
3
Norges Bank
Norges Bank
Norway
+$378M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$231M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$297M
2
CBOA
Commonwealth Bank of Australia
Australia
-$297M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$226M
4
SOMRS
State of Michigan Retirement System
Michigan
-$131M
5
Capital World Investors
Capital World Investors
California
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
501
Schaller Investment Group
North Carolina
$406K – – –
ARM
502
Adirondack Research & Management
New York
$405K -$7.32K -281 -2%
FNB
503
First Niagara Bank
New York
$403K – – –
BDF
504
Balasa Dinverno & Foltz
$403K +$12.6K +482 +3%
WFG
505
Wills Financial Group
Virginia
$401K +$32.7K +1,255 +9%
QAM
506
Quantres Asset Management
Cayman Islands
$401K +$401K +15,422 New
GA
507
Geneva Advisors
Illinois
$399K +$64.6K +2,484 +19%
CIP
508
Cornerstone Investment Partners
Georgia
$398K – – –
BAS
509
Brown Advisory Securities
Maryland
$397K +$75.3K +2,907 +23%
MFS
510
MSI Financial Services
Massachusetts
$394K -$87.2K -3,350 -18%
SF
511
Synovus Financial
Georgia
$392K +$78 +3 +0%
AC
512
Argentiere Capital
Switzerland
$392K +$392K +15,049 New
DSC
513
Duncker Streett & Co
Missouri
$390K +$208 +8 +0.1%
SCA
514
Stonebridge Capital Advisors
Minnesota
$389K -$6.19K -238 -2%
PTB
515
Pioneer Trust Bank
Oregon
$383K – – –
CG
516
Clinton Group
New York
$383K +$383K +14,713 New
VCAM
517
Van Cleef Asset Management
Ohio
$381K -$133K -5,110 -26%
WA
518
WBH Advisory
Maryland
$380K +$78 +3 +0%
SOAMC
519
Spirit of America Management Corp
New York
$379K +$379K +14,581 New
WF
520
Welch & Forbes
Massachusetts
$375K +$1.61K +62 +0.4%
NSEDCP
521
NJ State Employees Deferred Compensation Plan
New Jersey
$372K -$547K -21,030 -60%
KTC
522
Kistler-Tiffany Companies
Pennsylvania
$368K -$49.5K -1,903 -12%
FNBTCON
523
First National Bank & Trust Co of Newtown
Pennsylvania
$366K +$24.8K +1,122 +7%
WSTAM
524
Wilbanks Smith & Thomas Asset Management
Virginia
$365K -$13K -500 -3%
CAS
525
CTC Alternative Strategies
Illinois
$365K +$365K +14,020 New
19 20
21
22 23