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Exelon
EXC

Overview Fund Activity

732 hedge funds and large institutions have $22.6B invested in Exelon in 2015 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 286 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
19.74%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.3%
New
63
Increased
258
Reduced
286
Closed
53
Calls
$259M
Puts
$125M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
CC
Carlson Capital
Texas
+$127M
3
SSM
Sound Shore Management
Connecticut
+$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$82.4M
5
Franklin Resources
Franklin Resources
California
+$72M

Top Sellers

1
IC
Institutional Capital
Illinois
-$237M
2
LM
Luminus Management
Texas
-$94.5M
3
Lazard Asset Management
Lazard Asset Management
New York
-$86.7M
4
Morgan Stanley
Morgan Stanley
New York
-$77.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCS
551
Levin Capital Strategies
New York
$243K +$243K +10,882 New
SFSIG
552
San Francisco Sentry Investment Group
California
$241K +$2.62K +117 +1%
ARMT
553
Amica Retiree Medical Trust
Rhode Island
$239K – – –
BF
554
BOK Financial
Oklahoma
$239K +$3.84K +171 +2%
MAM
555
Mizuho Asset Management
Japan
$237K +$50.1K +2,238 +27%
CSIC
556
Clifford Swan Investment Counsel
California
$233K -$39.3K -1,753 -14%
AB
557
AT Bancorp
Iowa
$232K -$2.31K -103 -1%
BOTW
558
Bank of the West
California
$228K -$69.4K -3,098 -23%
DPIM
559
Duff & Phelps Investment Management
Illinois
$228K – – –
DC
560
Davenport & Co
Virginia
$228K -$6.3K -281 -3%
CNBT
561
Canandaigua National Bank & Trust
New York
$226K – – –
1SB
562
1ST Source Bank
Indiana
$225K -$10.8K -482 -5%
FC
563
Financial Consulate
Maryland
$224K +$157 +7 +0.1%
AP
564
Advisor Partners
California
$218K +$218K +9,169 New
SW
565
SVB Wealth
Massachusetts
$218K +$218K +9,709 New
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$215K -$31.5K -1,402 -13%
SEC
567
Seven Eight Capital
New York
$213K +$213K +9,504 New
TCM
568
Traynor Capital Management
Pennsylvania
$209K -$10.4K -464 -5%
BL
569
Balentine LLC
Georgia
$209K +$48.6K +2,173 +30%
CTA
570
Chesley Taft & Associates
Illinois
$208K +$1.3K +58 +0.6%
AGM
571
Alpine Global Management
New York
$207K -$38.3K -1,710 -16%
FNT
572
First National Trust
Pennsylvania
$204K -$34K -1,521 -14%
MC
573
Moors & Cabot
Massachusetts
$203K -$3.04K -136 -1%
GG
574
Gofen & Glossberg
Illinois
$202K – – –
RCAG
575
Rehmann Capital Advisory Group
Michigan
$202K +$2.38K +106 +1%
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