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Exelon
EXC

Overview Fund Activity

731 hedge funds and large institutions have $25.6B invested in Exelon in 2014 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 229 increasing their positions, 295 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+51
Holders Change %
+7.5%
% of All Funds
21.02%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.63%
New
94
Increased
229
Reduced
295
Closed
38
Calls
$254M
Puts
$214M
Net Calls
+$39.7M
Net Calls Change
+$98.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$594M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$516M
3
Norges Bank
Norges Bank
Norway
+$378M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$231M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$297M
2
CBOA
Commonwealth Bank of Australia
Australia
-$297M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$226M
4
SOMRS
State of Michigan Retirement System
Michigan
-$131M
5
Capital World Investors
Capital World Investors
California
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
526
Brookstone Capital Management
Illinois
$364K +$364K +13,972 New
SRC
527
Shufro Rose & Co
New York
$362K – – –
NPIT
528
National Penn Investors Trust
Pennsylvania
$358K -$25.5K -982 -7%
DCM
529
Dynamic Capital Management
Jersey
$358K +$358K +13,740 New
MYAM
530
Meiji Yasuda Asset Management
Japan
$357K +$357K +13,738 New
MBTD
531
Mechanics Bank - Trust Department
California
$356K -$12.8K -491 -3%
KFP
532
Keystone Financial Planning
Ohio
$356K – – –
FHC
533
First Heartland Consultants
Missouri
$354K +$2.24K +86 +0.6%
BFM
534
Boston Financial Management
Massachusetts
$353K +$53.2K +2,047 +18%
BRWA
535
B. Riley Wealth Advisors
Florida
$351K +$158K +6,085 +82%
SSG
536
Summit Securities Group
New York
$343K +$332K +12,758 +3,030%
SFSIG
537
San Francisco Sentry Investment Group
California
$342K – – –
DPIM
538
Duff & Phelps Investment Management
Illinois
$339K +$6.21K +239 +2%
BP
539
Banyan Partners
Florida
$338K – – –
OSNBOA
540
Old Second National Bank of Aurora
Illinois
$336K – – –
FNT
541
First National Trust
Pennsylvania
$333K +$1.35K +52 +0.4%
EFS
542
Essex Financial Services
Connecticut
$330K – – –
RNS
543
Robert N. Shapiro
$328K -$14.9K -572 -4%
SNT
544
Security National Trust
West Virginia
$328K +$27.6K +1,059 +9%
IH
545
IFC Holdings
Florida
$324K +$17.3K +666 +6%
QBFM
546
QS Batterymarch Financial Management
New York
$317K -$515K -19,728 -62%
CSIC
547
Clifford Swan Investment Counsel
California
$316K -$3.64K -140 -1%
DVM
548
Dreman Value Management
Florida
$314K +$13.2K +508 +4%
PSI
549
Pinnacle Summer Investments
Virginia
$313K -$11.9K -505 -4%
CNBT
550
Canandaigua National Bank & Trust
New York
$311K -$88.3K -3,391 -22%
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