Exelon
EXC
745 hedge funds and large institutions have $20.5B invested in Exelon in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 300 increasing their positions, 259 reducing their positions, and 52 closing their positions.
92% more call options, than puts
Call options by funds: $239M | Put options by funds: $125M
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
38% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 52
16% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 259
2% more funds holding
Funds holding: 732 → 745 (+13)
4.78% less ownership
Funds ownership: 117.51% → 112.73% (-4.8%)
9% less capital invested
Capital invested by funds: $22.6B → $20.5B (-$2.08B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$373M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$222M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$131M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$103M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$939M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$463M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$327M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$252M |
| 5 |
JP Morgan Chase
New York
|
-$183M |
EXC Hedge Fund Activity: Q3 2015 in Review
745 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2015, worth a combined $20.5B — down 9.2% from $22.6B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new EXC positions and 52 closed out — a net gain of 20 holders — while 300 added to existing stakes and 259 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was Goldman Sachs, cutting an estimated $939M.
- 745 institutional investors held Exelon (EXC) as of Q3 2015, up from 732 in Q2 2015.
- Funds reported $20.5B of Exelon stock for Q3 2015, down 9.2% quarter-over-quarter.
- 72 funds opened new Exelon positions in Q3 2015 and 52 closed out, a net change of +20 holders.
- The largest Exelon buyer in Q3 2015 was Fidelity Investments, an estimated $373M added.
- The largest Exelon seller in Q3 2015 was Goldman Sachs, an estimated $939M sold.
Based on aggregated 13F filings for Q3 2015.