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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 %
PGFC
551
Peapack-Gladstone Financial Corp
New Jersey
$331K -$12.2K -475 -4%
PL
552
Perpetual Ltd
Australia
$322K – – –
LNC
553
Lincoln National Corp
Pennsylvania
$321K -$134K -5,221 -30%
SC
554
Scotia Capital
Ontario, Canada
$320K +$25.2K +980 +9%
UF
555
Univest Financial
Pennsylvania
$319K -$20.6K -800 -6%
FNT
556
First National Trust
Pennsylvania
$319K +$32.5K +1,262 +11%
GCA
557
Gideon Capital Advisors
New York
$318K +$318K +12,377 New
BOTW
558
Bank of the West
California
$317K +$11.6K +450 +4%
PAG
559
Pinnacle Advisory Group
Maryland
$317K +$13.8K +537 +5%
IH
560
IFC Holdings
Florida
$314K -$46.9K -1,826 -13%
GLA
561
Great Lakes Advisors
Illinois
$312K – – –
1GA
562
1st Global Advisors
Texas
$312K +$26 +1 +0%
GC
563
Guardian Capital
Ontario, Canada
$311K -$9.15K -356 -3%
FCBT
564
First Citizens Bank & Trust
North Carolina
$310K -$1.92M -74,576 -86%
WSFS
565
Wilmington Savings Fund Society
Delaware
$310K -$4.65K -181 -1%
RA
566
Rational Advisors
New York
$307K +$307K +11,917 New
FANJ
567
Financial Architects (New Jersey)
New Jersey
$305K -$12.2K -475 -4%
TCOV
568
Trust Company of Vermont
Vermont
$304K +$138K +5,357 +83%
CWM
569
Cornerstone Wealth Management
Missouri
$303K +$303K +11,749 New
DSC
570
Duncker Streett & Co
Missouri
$300K +$257 +10 +0.1%
CCP
571
Corient Capital Partners
California
$299K +$902 +35 +0.3%
KFC
572
Klingenstein Fields & Co
New York
$298K +$6.32K +246 +2%
AssetMark Inc
573
AssetMark Inc
California
$297K +$189K +7,341 +176%
CK
574
Cohen Klingenstein
New York
$296K – – –
GP
575
Girard Partners
Pennsylvania
$293K -$22.3K -867 -7%
21 22
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