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Exelon
EXC

Overview Fund Activity

745 hedge funds and large institutions have $20.5B invested in Exelon in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 300 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+13
Holders Change %
+1.78%
% of All Funds
20.82%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.45%
New
72
Increased
300
Reduced
259
Closed
52
Calls
$239M
Puts
$125M
Net Calls
+$115M
Net Calls Change
-$18.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$352M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$210M
3
BA
BlackRock Advisors
Delaware
+$123M
4
Ameriprise
Ameriprise
Minnesota
+$97.4M
5
Prudential Financial
Prudential Financial
New Jersey
+$96.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$885M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$436M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$309M
4
Franklin Resources
Franklin Resources
California
-$237M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
UF
501
Univest Financial
Pennsylvania
$434K +$108K +5,119 +33%
CHC
502
City Holding Co
West Virginia
$431K -$11.1K -525 -3%
BTS
503
BB&T Securities
Virginia
$430K +$103K +4,861 +31%
AIM
504
Assured Investment Management
New York
$422K +$422K +19,904 New
V
505
Veritable
Delaware
$419K +$16.2K +766 +4%
WA
506
WBH Advisory
Maryland
$418K +$45.3K +2,138 +12%
PL
507
Parkwood LLC
Ohio
$407K +$407K +19,193 New
FBA
508
Front Barnett Associates
Illinois
$400K +$15.5K +730 +4%
NIM
509
Nexus Investment Management
Ontario, Canada
$398K – – –
FNBTCON
510
First National Bank & Trust Co of Newtown
Pennsylvania
$394K -$15.5K -729 -4%
HAG
511
HighPoint Advisor Group
Illinois
$394K +$63.2K +2,983 +19%
FT
512
Fiduciary Trust
Massachusetts
$392K -$30.4K -1,437 -7%
TBNY
513
Trustco Bank (New York)
New York
$385K -$2.97K -140 -0.8%
NPC
514
National Planning Corporation
California
$382K +$7.8K +376 +2%
FWM
515
Focused Wealth Management
New York
$380K +$44.5K +2,100 +13%
SBH
516
Segall Bryant & Hamill
Illinois
$373K -$50.5K -2,383 -12%
BDF
517
Balasa Dinverno & Foltz
$371K -$3.33K -157 -0.9%
GA
518
Geneva Advisors
Illinois
$367K -$14.7K -694 -4%
CIC
519
Cornercap Investment Counsel
Georgia
$366K +$366K +17,294 New
TCM
520
Traynor Capital Management
Pennsylvania
$363K +$166K +7,849 +84%
MA
521
Montag & Associates
Georgia
$361K -$6.39K -302 -2%
SNT
522
Security National Trust
West Virginia
$357K -$4.44K -210 -1%
FNBT
523
FineMark National Bank & Trust
Florida
$356K +$19K +901 +6%
IRS
524
Invictus RG (Singapore)
Singapore
$355K +$113K +5,326 +47%
ARM
525
Adirondack Research & Management
New York
$352K – – –
19 20
21
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