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Exelon
EXC

Overview Fund Activity

700 hedge funds and large institutions have $25.4B invested in Exelon in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-31
Holders Change %
-4.24%
% of All Funds
20.33%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
43
Increased
290
Reduced
255
Closed
69
Calls
$340M
Puts
$200M
Net Calls
+$140M
Net Calls Change
+$100M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$126M
2
PI
Putnam Investments
Massachusetts
+$125M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$91.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$88.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$268M
2
Norges Bank
Norges Bank
Norway
-$246M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$104M
4
ZP
Zimmer Partners
New York
-$82.8M
5
EA
Euclid Advisors
Connecticut
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
501
Boston Financial Management
Massachusetts
$378K +$48.2K +1,984 +15%
AGM
502
Alpine Global Management
New York
$375K +$375K +15,425 New
BDF
503
Balasa Dinverno & Foltz
$374K -$1.72K -71 -0.5%
CIP
504
Cornerstone Investment Partners
Georgia
$372K – – –
WFG
505
Wills Financial Group
Virginia
$366K -$8.14K -335 -2%
DSC
506
Duncker Streett & Co
Missouri
$365K +$243 +10 +0.1%
CFB
507
Cullen/Frost Bankers
Texas
$360K -$1.18M -48,355 -77%
CBU
508
CIBC Bank USA
Illinois
$356K -$92.2K -3,799 -21%
GP
509
Girard Partners
Pennsylvania
$356K -$32.1K -1,321 -8%
PTB
510
Pioneer Trust Bank
Oregon
$355K -$2.72K -112 -0.8%
SOAMC
511
Spirit of America Management Corp
New York
$355K – – –
WA
512
WBH Advisory
Maryland
$353K -$1.84K -76 -0.5%
NSEDCP
513
NJ State Employees Deferred Compensation Plan
New Jersey
$348K – – –
SNT
514
Security National Trust
West Virginia
$348K +$41.7K +1,717 +14%
CBN
515
Cadence Bank NA
Texas
$344K -$34K -1,402 -9%
PSI
516
Pinnacle Summer Investments
Virginia
$343K +$19.9K +815 +6%
UMA
517
USA Mutuals Advisors
Texas
$341K -$341K -14,020 -50%
BOTW
518
Bank of the West
California
$341K -$189K -7,767 -36%
MYAM
519
Meiji Yasuda Asset Management
Japan
$327K -$6.8K -280 -2%
WF
520
Welch & Forbes
Massachusetts
$326K -$23.8K -981 -7%
KFP
521
Keystone Financial Planning
Ohio
$326K -$6.69K -275 -2%
PAG
522
Pinnacle Advisory Group
Maryland
$323K +$323K +13,301 New
CCM
523
Cadence Capital Management
Massachusetts
$321K +$51.7K +2,128 +19%
MBTD
524
Mechanics Bank - Trust Department
California
$319K -$12.9K -533 -4%
BCM
525
Bluefin Capital Management
New York
$318K -$105K -4,319 -25%
19 20
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