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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 %
SSB
576
Sandy Spring Bank
Maryland
$133K -$64.6K -3,325 -33%
BBHC
577
Brown Brothers Harriman & Co
New York
$133K – – –
GLI
578
Guardian Life Insurance
New York
$132K -$149K -7,643 -53%
First Manhattan
579
First Manhattan
New York
$132K +$5.95K +305 +5%
HPBT
580
High Point Bank & Trust
North Carolina
$126K -$3.31K -170 -3%
BRWA
581
B. Riley Wealth Advisors
Florida
$116K -$241K -12,377 -68%
WCM
582
Windsor Capital Management
Arizona
$114K +$59 +3 +0.1%
SSG
583
Summit Securities Group
New York
$112K +$2.73K +140 +2%
CFA
584
Carroll Financial Associates
North Carolina
$109K -$78.3K -4,031 -42%
BFEC
585
Benjamin F. Edwards & Company
Missouri
$109K +$4.14K +211 +4%
SFPIA
586
Stevens First Principles Investment Advisors
California
$108K -$5.46K -280 -5%
SAMC
587
Shinko Asset Management Company
Japan
$107K -$8.21K -420 -7%
Flossbach Von Storch
588
Flossbach Von Storch
Germany
$105K – – –
ClearBridge Investments
589
ClearBridge Investments
New York
$103K -$33.4M -1,709,514 -100%
CBT
590
Central Bank & Trust
Kentucky
$102K -$20.6K -1,052 -17%
JIR
591
James Investment Research
Ohio
$93K +$21.1K +1,080 +29%
HIM
592
Hillsdale Investment Management
Ontario, Canada
$93K +$27.4K +1,402 +42%
ST
593
Stifel Trust
Missouri
$87K -$62.6K -3,168 -42%
SA
594
SRH Advisors
Kansas
$83K +$83K +4,262 New
FCT
595
Family Capital Trust
Massachusetts
$82K -$191K -9,814 -70%
HI
596
Hudock Inc
Pennsylvania
$82K -$3.76K -193 -4%
M
597
MOTCO
Texas
$79K -$595K -30,368 -88%
BCMIO
598
Beacon Capital Management Inc (Ohio)
Ohio
$77K +$77K +3,961 New
WRM
599
Westport Resources Management
Connecticut
$74K – – –
ST
600
Somerset Trust
Pennsylvania
$71K +$71K +3,631 New
22 23
24
25 26