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Exelon
EXC

Overview Fund Activity

725 hedge funds and large institutions have $19.2B invested in Exelon in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-20
Holders Change %
-2.68%
% of All Funds
19.04%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.26%
New
71
Increased
283
Reduced
268
Closed
80
Calls
$230M
Puts
$127M
Net Calls
+$104M
Net Calls Change
-$11M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$132M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$123M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$121M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.2M
5
BA
BlackRock Advisors
Delaware
+$87.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$247M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
3
Franklin Resources
Franklin Resources
California
-$186M
4
Capital International Investors
Capital International Investors
California
-$98M
5
Morgan Stanley
Morgan Stanley
New York
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
551
Rothschild & Co Asset Management US
Connecticut
$222K +$222K +11,213 New
EFS
552
Essex Financial Services
Connecticut
$218K – – –
DC
553
Davenport & Co
Virginia
$218K +$14.6K +736 +7%
UF
554
Univest Financial
Pennsylvania
$213K -$193K -9,750 -48%
RBC
555
Ronald Blue & Co
Georgia
$213K -$753 -38 -0.4%
ARMT
556
Amica Retiree Medical Trust
Rhode Island
$212K – – –
SRC
557
Shufro Rose & Co
New York
$211K -$107K -5,398 -34%
FFBTD
558
First Financial Bank - Trust Division
Ohio
$208K +$1.23K +62 +0.6%
SKK
559
Shepherd Kaplan Krochuk
Massachusetts
$206K +$206K +10,383 New
AB
560
AT Bancorp
Iowa
$205K – – –
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$204K +$14.6K +737 +8%
SSG
562
Summit Securities Group
New York
$201K +$173K +8,763 +625%
PAG
563
Pinnacle Advisory Group
Maryland
$200K -$25.6K -1,292 -11%
SFSIG
564
San Francisco Sentry Investment Group
California
$200K -$13.4K -678 -6%
WT
565
Whittier Trust
California
$199K -$24.4K -1,230 -11%
BL
566
Balentine LLC
Georgia
$193K +$1.94K +98 +1%
JWA
567
JFS Wealth Advisors
Pennsylvania
$193K +$94.3K +4,774 +96%
JIR
568
James Investment Research
Ohio
$188K -$9.6M -485,812 -98%
CGT
569
Capital Guardian Trust
California
$183K -$227K -11,497 -55%
PSI
570
Pinnacle Summer Investments
Virginia
$183K -$13.4K -675 -7%
GWS
571
Glassman Wealth Services
Virginia
$174K -$56.4K -2,850 -24%
PAM
572
PartnerRe Asset Management
Connecticut
$171K -$262K -13,225 -60%
RWG
573
Regal Wealth Group
California
$169K +$169K +8,517 New
PAIA
574
Park Avenue Institutional Advisers
New York
$165K +$6.34K +321 +4%
AIS
575
Accurate Investment Solutions
Pennsylvania
$162K +$162K +8,179 New
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