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Exelon
EXC

Overview Fund Activity

673 hedge funds and large institutions have $16.9B invested in Exelon in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 195 increasing their positions, 302 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+39
Holders Change %
+6.15%
% of All Funds
19.55%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
98
Increased
195
Reduced
302
Closed
54
Calls
$265M
Puts
$128M
Net Calls
+$137M
Net Calls Change
-$71.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.08B
2
SOMRS
State of Michigan Retirement System
Michigan
$204M
3
LM
Luminus Management
Texas
$139M
4
BIP
Brandes Investment Partners
California
$109M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.24B

Top Sellers

1
MNA
Manning & Napier Advisors
New York
$0
2
TIM
Thornburg Investment Management
New Mexico
$20.8M
3
CA
Cortland Advisers
Delaware
$0
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$131M
5
PIM
Perkins Investment Management
Illinois
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
526
Psagot Value Holdings
Israel
$253K -$2.71M -138,306 -91%
MBTD
527
Mechanics Bank - Trust Department
California
$251K -$61.5K -3,154 -20%
DPIM
528
Duff & Phelps Investment Management
Illinois
$250K -$27.4M -1,401,243 -99%
FANJ
529
Financial Architects (New Jersey)
New Jersey
$250K -$50.5K -2,584 -17%
GA
530
Geneva Advisors
Illinois
$249K -$201K -10,265 -45%
DC
531
Davenport & Co
Virginia
$248K -$96.7K -4,950 -28%
FNT
532
First National Trust
Pennsylvania
$242K -$27.3K -1,400 -10%
GJIC
533
Gamble Jones Investment Counsel
California
$240K -$74.7K -3,823 -24%
IH
534
IFC Holdings
Florida
$239K -$72.3K -3,724 -23%
1SB
535
1ST Source Bank
Indiana
$237K -$69.1K -3,533 -23%
CSIC
536
Clifford Swan Investment Counsel
California
$237K +$3.24K +166 +1%
BAM
537
Brave Asset Management
New Jersey
$236K +$236K +12,088 New
FWCM
538
Ferguson Wellman Capital Management
Oregon
$235K +$235K +12,015 New
GMIM
539
General Motors Investment Management
New York
$231K +$231K +11,838 New
RIG
540
Roosevelt Investment Group
New York
$230K +$230K +11,749 New
TU
541
TDAM USA
Ontario, Canada
$229K +$229K +11,739 New
GI
542
GAMCO Investors
Connecticut
$226K – – –
CK
543
Cohen Klingenstein
New York
$225K – – –
FNBT
544
FineMark National Bank & Trust
Florida
$222K -$31K -1,590 -12%
FHC
545
First Heartland Consultants
Missouri
$221K +$5.55K +284 +3%
RBC
546
Ronald Blue & Co
Georgia
$220K -$859 -44 -0.4%
WT
547
Whittier Trust
California
$218K -$68.2K -3,488 -24%
FWM
548
Focused Wealth Management
New York
$218K -$32.5K -1,662 -13%
MPI
549
Mairs & Power Inc
Minnesota
$217K – – –
LIC
550
Lodestar Investment Counsel
Illinois
$215K -$763K -39,102 -78%
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