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Exelon
EXC

Overview Fund Activity

792 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 309 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+17
Holders Change %
+2.19%
% of All Funds
19.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
83
Increased
309
Reduced
278
Closed
53
Calls
$192M
Puts
$121M
Net Calls
+$70.9M
Net Calls Change
-$3.91M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$257M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
4
Franklin Resources
Franklin Resources
California
+$148M
5
CGI
CI Global Investments
California
+$137M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
2
NI
Numeric Investors
Massachusetts
-$49.3M
3
JIM
Jupiter Investment Management
United Kingdom
-$48.1M
4
State Street
State Street
Massachusetts
-$43.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
501
Geneos Wealth Management
Colorado
$478K -$13K -507 -3%
WA
502
WBH Advisory
Maryland
$477K -$101K -3,938 -18%
FNBTCON
503
First National Bank & Trust Co of Newtown
Pennsylvania
$475K – – –
DWT
504
Dorsey & Whitney Trust
South Dakota
$460K – – –
OIA
505
Optimum Investment Advisors
Illinois
$458K +$1.85K +72 +0.4%
GXMC
506
Global X Management Company
New York
$456K -$52.7K -2,047 -10%
RCAMU
507
Rothschild & Co Asset Management US
Connecticut
$452K -$24K -934 -5%
TBNY
508
Trustco Bank (New York)
New York
$451K – – –
ITIM
509
Indiana Trust & Investment Management
Indiana
$448K +$6.44K +250 +1%
PTC
510
Philadelphia Trust Company
Pennsylvania
$441K -$901 -35 -0.2%
ECM
511
ETrade Capital Management
Virginia
$440K -$150K -5,831 -25%
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$436K +$22.2K +861 +5%
RIM
513
Rampart Investment Management
Connecticut
$433K +$342K +13,309 +377%
MLIC
514
Mandatum Life Insurance Company
Finland
$431K – – –
LNB
515
Ledyard National Bank
$426K +$35.9K +1,395 +9%
SWP
516
Stratos Wealth Partners
Ohio
$418K +$33K +1,284 +9%
NPC
517
National Planning Corporation
California
$404K +$3.17K +124 +0.8%
SIG
518
Schaller Investment Group
North Carolina
$402K – – –
AP
519
Advisor Partners
California
$402K +$6.23K +242 +2%
TNB
520
Thomasville National Bank
Georgia
$400K -$8.3K -323 -2%
LOAME
521
Lombard Odier Asset Management (Europe)
United Kingdom
$400K – – –
WB
522
WesBanco Bank
West Virginia
$395K +$5.17K +201 +1%
GA
523
Geneva Advisors
Illinois
$395K +$8.55K +332 +2%
UCFA
524
United Capital Financial Advisors
Texas
$393K -$30.6K -1,190 -7%
MFW
525
Mosaic Family Wealth
Missouri
$393K +$39.7K +1,542 +11%
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