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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 %
SBWM
551
Sunflower Bank Wealth Management
Arizona
$229K +$229K +9,576 New
USGIU
552
U.S. Global Investors (USGI)
Texas
$228K – – –
GSBTD
553
Glenview State Bank Trust Department
Illinois
$226K +$226K +9,407 New
GIS
554
Guardian Investor Services
New York
$222K -$8.39K -350 -4%
BFEC
555
Benjamin F. Edwards & Company
Missouri
$220K +$87.3K +3,652 +66%
VF
556
Virtu Financial
New York
$219K +$219K +9,165 New
STI
557
Susquehanna Trust & Investment
Pennsylvania
$217K +$217K +9,061 New
TAM
558
Tocqueville Asset Management
New York
$215K – – –
RIG
559
Roosevelt Investment Group
New York
$214K -$67.2K -2,806 -24%
SL
560
Summitry LLC
California
$214K +$214K +8,924 New
TU
561
TDAM USA
Ontario, Canada
$212K -$68.7K -2,874 -24%
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$210K +$210K +8,741 New
LW
563
Linscomb Wealth
Texas
$209K +$209K +8,737 New
PCM
564
Prelude Capital Management
New York
$201K – – –
CFA
565
CT Financial Advisors
Pennsylvania
$197K +$197K +8,231 New
SSB
566
Sandy Spring Bank
Maryland
$192K +$28.1K +1,174 +17%
NES
567
New England Securities
New York
$189K -$5.24K -219 -3%
AC
568
Alexandria Capital
Virginia
$185K – – –
RFA
569
Reilly Financial Advisors
California
$183K – – –
BRWA
570
B. Riley Wealth Advisors
Florida
$178K +$35.3K +1,471 +25%
PAS
571
Partnervest Advisory Services
California
$173K +$156K +6,504 +928%
TWA
572
TCI Wealth Advisors
Arizona
$168K -$16.8K -701 -9%
PTC
573
Private Trust Company
Ohio
$164K -$18.9K -792 -10%
BBHC
574
Brown Brothers Harriman & Co
New York
$163K – – –
GLI
575
Guardian Life Insurance
New York
$162K -$287 -12 -0.2%
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