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Exelon
EXC

Overview Fund Activity

680 hedge funds and large institutions have $21.2B invested in Exelon in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.61%
New
75
Increased
260
Reduced
252
Closed
61
Calls
$141M
Puts
$200M
Net Calls
-$58.9M
Net Calls Change
-$196M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$246M
2
CBOA
Commonwealth Bank of Australia
Australia
+$244M
3
TCIM
TIAA CREF Investment Management
New York
+$121M
4
Lazard Asset Management
Lazard Asset Management
New York
+$106M
5
CC
Carlson Capital
Texas
+$97.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$469M
2
LM
Luminus Management
Texas
-$150M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$130M
4
Renaissance Technologies
Renaissance Technologies
New York
-$78.8M
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
526
Security National Trust
West Virginia
$276K +$46.1K +1,927 +20%
CK
527
Cohen Klingenstein
New York
$275K – – –
FNBT
528
FineMark National Bank & Trust
Florida
$275K +$3.42K +143 +1%
1SB
529
1ST Source Bank
Indiana
$274K -$16.1K -673 -6%
BIM
530
BRC Investment Management
Colorado
$274K +$274K +11,454 New
WTIM
531
Wilmington Trust Investment Management
Delaware
$273K -$245K -10,235 -47%
RBC
532
Ronald Blue & Co
Georgia
$269K -$814 -34 -0.3%
WT
533
Whittier Trust
California
$267K – – –
MPI
534
Mairs & Power Inc
Minnesota
$257K -$9.59K -400 -4%
AWA
535
AmeriServ Wealth Advisors
Pennsylvania
$257K +$257K +10,706 New
ARMT
536
Amica Retiree Medical Trust
Rhode Island
$256K – – –
AB
537
AT Bancorp
Iowa
$250K -$9.18K -384 -4%
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$247K -$11.7K -491 -5%
DAS
539
Dynamic Advisor Solutions
Arizona
$246K +$246K +10,296 New
MCWS
540
McKinley Carter Wealth Services
West Virginia
$245K -$154K -6,438 -39%
CTA
541
Chesley Taft & Associates
Illinois
$243K +$243K +10,169 New
Verition Fund Management
542
Verition Fund Management
Connecticut
$241K -$196K -8,193 -45%
MYLI
543
Meiji Yasuda Life Insurance
Japan
$239K +$239K +9,992 New
LIC
544
Lodestar Investment Counsel
Illinois
$237K -$26.8K -1,121 -10%
GJIC
545
Gamble Jones Investment Counsel
California
$234K -$60.2K -2,513 -20%
GC
546
Grimes & Company
Massachusetts
$234K +$234K +9,779 New
UCFA
547
United Capital Financial Advisors
Texas
$234K +$234K +9,786 New
BUB
548
BBVA USA Bancshares
Texas
$232K -$23.1K -967 -9%
GMIM
549
General Motors Investment Management
New York
$230K -$53.2K -2,223 -19%
FB
550
Fulton Bank
Pennsylvania
$230K +$230K +9,612 New
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