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Exelon
EXC

Overview Fund Activity

900 hedge funds and large institutions have $32.7B invested in Exelon in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 353 increasing their positions, 311 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+21
Holders Change %
+2.39%
% of All Funds
20.63%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
84
Increased
353
Reduced
311
Closed
55
Calls
$223M
Puts
$90M
Net Calls
+$133M
Net Calls Change
-$6.28M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$475M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$227M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$202M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$82.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$308M
2
Morgan Stanley
Morgan Stanley
New York
-$194M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$144M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$112M
5
Two Sigma Investments
Two Sigma Investments
New York
-$96.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
501
First Mercantile Trust
Tennessee
$662K +$662K +21,797 New
CPA
502
Court Place Advisors
Maryland
$648K -$24.2K -795 -4%
WA
503
WBH Advisory
Maryland
$647K +$213 +7 +0%
AP
504
Advisor Partners
California
$640K +$110K +3,619 +21%
MA
505
MUFG Americas
New York
$639K – – –
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$635K +$124K +4,080 +24%
RIA
507
Regal Investment Advisors
Michigan
$631K -$337K -11,096 -35%
IRC
508
Investors Research Corp
Georgia
$630K – – –
ACA
509
Atlas Capital Advisors
Wyoming
$628K -$123K -4,107 -16%
CHC
510
City Holding Co
West Virginia
$627K -$4.68K -154 -0.7%
SNT
511
Security National Trust
West Virginia
$627K -$3.4K -112 -0.5%
SWP
512
Stratos Wealth Partners
Ohio
$622K +$72.1K +2,374 +13%
SPC
513
Sigma Planning Corp
Michigan
$617K -$790 -26 -0.1%
AWA
514
AmeriServ Wealth Advisors
Pennsylvania
$616K +$75.5K +2,486 +14%
VF
515
Virtu Financial
New York
$609K -$418K -13,748 -41%
LNB
516
Ledyard National Bank
$604K -$2.34K -77 -0.4%
WB
517
Wilks Brothers
Texas
$601K +$601K +19,768 New
MML Investors Services
518
MML Investors Services
Massachusetts
$598K -$136K -4,472 -19%
PFSC
519
Peoples Financial Services Corp
Pennsylvania
$598K – – –
GWM
520
Geneos Wealth Management
Colorado
$591K +$546 +18 +0.1%
OC
521
Oppenheimer & Co
New York
$589K -$207K -6,822 -26%
MPI
522
Mairs & Power Inc
Minnesota
$589K -$4.25K -140 -0.7%
SFS
523
Sowell Financial Services
Arkansas
$589K +$10.8K +348 +2%
DIM
524
DC Investments Management
Virginia
$579K +$579K +19,062 New
VFA
525
Voya Financial Advisors
Connecticut
$577K -$9.3K -308 -2%
19 20
21
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