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Exelon
EXC

Overview Fund Activity

634 hedge funds and large institutions have $17.6B invested in Exelon in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 221 increasing their positions, 275 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-16
Holders Change %
-2.46%
% of All Funds
20.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
50
Increased
221
Reduced
275
Closed
58
Calls
$340M
Puts
$131M
Net Calls
+$208M
Net Calls Change
+$185M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.83B
2
O
OppenheimerFunds
New York
$147M
3
SOMRS
State of Michigan Retirement System
Michigan
$56.4M
4
TIM
Thornburg Investment Management
New Mexico
$160M
5
IC
Institutional Capital
Illinois
$538M

Top Sellers

1
JWBC
John W. Bristol & Co
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$133M
3
Deutsche Bank
Deutsche Bank
Germany
$162M
4
Citadel Advisors
Citadel Advisors
Florida
$31.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
526
Sandy Spring Bank
Maryland
$215K -$164K -7,756 -43%
HSA
527
HBK Sorce Advisory
Pennsylvania
$215K +$215K +10,146 New
SL
528
Summitry LLC
California
$214K – – –
MYLI
529
Meiji Yasuda Life Insurance
Japan
$211K -$10.4K -492 -5%
TNBTD
530
Trustmark National Bank Trust Department
Mississippi
$210K -$15.5K -736 -7%
SBWM
531
Sunflower Bank Wealth Management
Arizona
$209K -$134K -6,336 -39%
BUB
532
BBVA USA Bancshares
Texas
$205K +$205K +9,709 New
CFA
533
Carroll Financial Associates
North Carolina
$203K -$47.2K -2,243 -19%
GIS
534
Guardian Investor Services
New York
$203K -$2.62K -124 -1%
GC
535
Grimes & Company
Massachusetts
$202K -$7.37K -349 -4%
USGIU
536
U.S. Global Investors (USGI)
Texas
$202K +$202K +9,534 New
BKBG
537
BHF Kleinwort Benson Group
Belgium
$196K -$1.59M -75,218 -89%
SNT
538
Security National Trust
West Virginia
$196K +$77.7K +3,680 +66%
IC
539
IKOS CIF
Cyprus
$184K +$100K +4,689 +119%
PAM
540
Paradigm Asset Management
New York
$181K – – –
PTC
541
Private Trust Company
Ohio
$179K +$21.3K +1,007 +13%
PCM
542
Prelude Capital Management
New York
$178K – – –
ACM
543
Aviance Capital Management
Florida
$177K +$4.4K +208 +3%
NES
544
New England Securities
New York
$173K -$7.37K -348 -4%
AC
545
Alexandria Capital
Virginia
$167K -$59.3K -2,795 -26%
TWA
546
TCI Wealth Advisors
Arizona
$163K – – –
RFA
547
Reilly Financial Advisors
California
$162K -$2.78K -131 -2%
ST
548
Stifel Trust
Missouri
$161K – – –
LIA
549
LS Investment Advisors
Michigan
$159K +$33.7K +1,592 +27%
BBHC
550
Brown Brothers Harriman & Co
New York
$144K – – –
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