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Exelon
EXC

Overview Fund Activity

732 hedge funds and large institutions have $22.6B invested in Exelon in 2015 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 286 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
19.74%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.3%
New
63
Increased
258
Reduced
286
Closed
53
Calls
$259M
Puts
$125M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
CC
Carlson Capital
Texas
+$127M
3
SSM
Sound Shore Management
Connecticut
+$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$82.4M
5
Franklin Resources
Franklin Resources
California
+$72M

Top Sellers

1
IC
Institutional Capital
Illinois
-$237M
2
LM
Luminus Management
Texas
-$94.5M
3
Lazard Asset Management
Lazard Asset Management
New York
-$86.7M
4
Morgan Stanley
Morgan Stanley
New York
-$77.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
501
HighPoint Advisor Group
Illinois
$350K +$350K +15,601 New
I2I
502
Insight 2811 Inc
Illinois
$349K -$12.6K -561 -3%
IH
503
IFC Holdings
Florida
$347K +$81.2K +3,519 +31%
BTS
504
BB&T Securities
Virginia
$346K +$72.9K +3,261 +27%
UF
505
Univest Financial
Pennsylvania
$344K +$7.1K +317 +2%
AWA
506
AmeriServ Wealth Advisors
Pennsylvania
$341K +$3.81K +170 +1%
MFS
507
MSI Financial Services
Massachusetts
$339K -$90.4K -4,039 -21%
RCM
508
Rotella Capital Management
Washington
$338K +$338K +15,059 New
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$337K -$7.87K -351 -2%
CA
510
Cambridge Advisors
Nebraska
$337K +$281K +12,535 +497%
BAS
511
Brown Advisory Securities
Maryland
$336K -$3.88K -174 -1%
DAS
512
Dynamic Advisor Solutions
Arizona
$333K -$398K -17,752 -54%
NPIT
513
National Penn Investors Trust
Pennsylvania
$324K – – –
DSC
514
Duncker Streett & Co
Missouri
$323K +$202 +9 +0.1%
NSEDCP
515
NJ State Employees Deferred Compensation Plan
New Jersey
$320K – – –
SIG
516
Schooner Investment Group
Pennsylvania
$317K +$159K +7,010 +100%
VFA
517
Voya Financial Advisors
Connecticut
$314K +$91 +4 +0%
IC
518
IKOS CIF
Cyprus
$314K +$314K +13,179 New
CFB
519
Cullen/Frost Bankers
Texas
$311K +$15.2K +679 +5%
NB
520
NBT Bank
New York
$310K -$41.8K -1,865 -12%
GI
521
Gradient Investments
Minnesota
$308K +$216K +9,620 +234%
W
522
Wealthfront
California
$307K +$130K +5,791 +73%
CIP
523
Cornerstone Investment Partners
Georgia
$306K -$37.7K -1,682 -11%
CFA
524
Capstone Financial Advisors
Illinois
$304K +$304K +13,562 New
VDI
525
Vaughan David Investments
Illinois
$299K -$468K -20,886 -61%
19 20
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