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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 %
MHS
551
M Holdings Securities
Oregon
$215K +$215K +11,017 New
BFM
552
Boston Financial Management
Massachusetts
$214K -$50K -2,558 -19%
AB
553
AT Bancorp
Iowa
$212K – – –
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$211K -$5.46K -280 -3%
BAS
555
Brown Advisory Securities
Maryland
$210K -$84.6K -4,347 -29%
RA
556
Rational Advisors
New York
$209K -$1.33K -68 -0.6%
BUB
557
BBVA USA Bancshares
Texas
$209K +$18.9K +967 +10%
ARMT
558
Amica Retiree Medical Trust
Rhode Island
$209K +$209K +10,686 New
FBNAT
559
FirstMerit Bank N.A. Trustee
Ohio
$206K +$206K +10,515 New
GIS
560
Guardian Investor Services
New York
$188K – – –
SNT
561
Security National Trust
West Virginia
$188K +$6.32K +323 +3%
USGIU
562
U.S. Global Investors (USGI)
Texas
$186K – – –
DVM
563
Dreman Value Management
Florida
$186K +$186K +9,503 New
UGIF
564
US Global Investors Funds
Maine
$186K +$186K +9,534 New
GG
565
Gofen & Glossberg
Illinois
$185K -$82.8K -4,234 -31%
PL
566
Parkwood LLC
Ohio
$183K +$183K +9,378 New
TAM
567
Tocqueville Asset Management
New York
$175K +$175K +8,973 New
PCM
568
Prelude Capital Management
New York
$164K – – –
NES
569
New England Securities
New York
$159K -$822 -42 -0.5%
AC
570
Alexandria Capital
Virginia
$151K -$3.11K -159 -2%
TWA
571
TCI Wealth Advisors
Arizona
$151K – – –
PTC
572
Private Trust Company
Ohio
$150K -$16K -818 -10%
RFA
573
Reilly Financial Advisors
California
$149K – – –
WTC
574
WhitTier Trust Company
Nevada
$140K -$108K -5,538 -44%
SGC
575
South Georgia Capital
Illinois
$140K +$140K +7,150 New
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