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Exelon
EXC

Overview Fund Activity

764 hedge funds and large institutions have $24.7B invested in Exelon in 2016 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 297 increasing their positions, 269 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+39
Holders Change %
+5.38%
% of All Funds
20.39%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
88
Increased
297
Reduced
269
Closed
45
Calls
$243M
Puts
$186M
Net Calls
+$57.1M
Net Calls Change
-$46.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$241M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.04B
4
AQR Capital Management
AQR Capital Management
Connecticut
$159M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$376M
2
SOMRS
State of Michigan Retirement System
Michigan
$11.4M
3
CC
Carlson Capital
Texas
$31.2M
4
Millennium Management
Millennium Management
New York
$61.2M
5
VFA
Virtus Fund Advisers
Connecticut
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
501
OTA Financial Group
New York
$398K +$398K +15,583 New
FT
502
Fiduciary Trust
Massachusetts
$397K -$3.35K -131 -0.8%
AFP
503
Ausdal Financial Partners
Iowa
$394K -$33.3K -1,302 -8%
WB
504
WesBanco Bank
West Virginia
$393K -$31.6K -1,235 -7%
KFC
505
Klingenstein Fields & Co
New York
$391K -$78.9K -3,084 -17%
TYCC
506
Texas Yale Capital Corp
Florida
$385K – – –
AWA
507
AmeriServ Wealth Advisors
Pennsylvania
$383K -$32K -1,254 -8%
FP
508
FDO Partners
Massachusetts
$377K +$90.3K +3,530 +31%
WAM
509
Wealthspire Advisors (Maryland)
Maryland
$372K +$183K +7,143 +97%
WSFS
510
Wilmington Savings Fund Society
Delaware
$368K -$32.1K -1,257 -8%
GLA
511
Great Lakes Advisors
Illinois
$363K +$363K +14,181 New
UAS
512
United Asset Strategies
New York
$361K +$361K +14,111 New
AI
513
Analytic Investors
California
$360K +$65K +2,539 +22%
BAS
514
Brown Advisory Securities
Maryland
$358K -$20.5K -804 -5%
UF
515
Univest Financial
Pennsylvania
$357K +$82.2K +3,209 +30%
CA
516
Cambridge Advisors
Nebraska
$355K -$6.4K -250 -2%
EWA
517
Exencial Wealth Advisors
Oklahoma
$355K +$355K +13,894 New
AMIM
518
Aull & Monroe Investment Management
Alabama
$354K -$22.4K -875 -6%
FNT
519
First National Trust
Pennsylvania
$353K +$353K +13,805 New
NSEDCP
520
NJ State Employees Deferred Compensation Plan
New Jersey
$350K – – –
CIP
521
Cornerstone Investment Partners
Georgia
$350K +$614 +24 +0.2%
TNAM
522
Terra Nova Asset Management
New York
$349K – – –
DSC
523
Duncker Streett & Co
Missouri
$349K +$255 +10 +0.1%
TAF
524
Tredje AP-fonden
Sweden
$347K +$347K +13,655 New
CT
525
Chicago Trust
Illinois
$346K -$71.6K -2,800 -17%
19 20
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