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Exelon
EXC

Overview Fund Activity

792 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 309 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+17
Holders Change %
+2.19%
% of All Funds
19.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
83
Increased
309
Reduced
278
Closed
53
Calls
$192M
Puts
$121M
Net Calls
+$70.9M
Net Calls Change
-$3.91M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$257M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
4
Franklin Resources
Franklin Resources
California
+$148M
5
CGI
CI Global Investments
California
+$137M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
2
NI
Numeric Investors
Massachusetts
-$49.3M
3
JIM
Jupiter Investment Management
United Kingdom
-$48.1M
4
State Street
State Street
Massachusetts
-$43.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARM
526
Adirondack Research & Management
New York
$391K – – –
BWAM
527
Boyd Watterson Asset Management
Ohio
$389K -$240K -9,349 -38%
TYCC
528
Texas Yale Capital Corp
Florida
$383K – – –
AOWM
529
Alpha Omega Wealth Management
Virginia
$380K -$23.7K -921 -6%
IB
530
Intrust Bank
Kansas
$380K +$67.4K +2,621 +22%
TMAM
531
Tokio Marine Asset Management
Japan
$372K -$126K -4,912 -25%
CG
532
Clinton Group
New York
$371K -$1.2M -46,681 -76%
NSEDCP
533
NJ State Employees Deferred Compensation Plan
New Jersey
$368K – – –
FPFS
534
First Personal Financial Services
North Carolina
$364K +$16K +621 +5%
CNBT
535
Canandaigua National Bank & Trust
New York
$363K -$70.2K -2,731 -16%
FMWA
536
Forvis Mazars Wealth Advisors
Missouri
$363K +$7.9K +307 +2%
MYLI
537
Meiji Yasuda Life Insurance
Japan
$360K – – –
CIP
538
Cornerstone Investment Partners
Georgia
$354K – – –
WAM
539
Wealthspire Advisors (Maryland)
Maryland
$350K +$3.29K +128 +1%
GT
540
Greenleaf Trust
Michigan
$349K +$349K +13,569 New
AP
541
Advisors Preferred
Maryland
$348K +$348K +13,521 New
GCP
542
GSA Capital Partners
United Kingdom
$344K -$343K -13,337 -50%
FI
543
FormulaFolio Investments
Michigan
$341K +$341K +13,271 New
OAM
544
Occidental Asset Management
California
$340K +$25.2K +980 +8%
FC
545
Financial Consulate
Maryland
$339K +$94.4K +3,668 +39%
AMIM
546
Aull & Monroe Investment Management
Alabama
$337K – – –
MSAM
547
Moloney Securities Asset Management
Missouri
$336K – – –
BAS
548
Brown Advisory Securities
Maryland
$336K +$24.1K +940 +8%
NB
549
NBT Bank
New York
$332K -$3.99K -155 -1%
BJL
550
Brighton Jones LLC
Washington
$332K +$332K +12,897 New
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