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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 %
First Manhattan
576
First Manhattan
New York
$161K – – –
HPBT
577
High Point Bank & Trust
North Carolina
$155K – – –
SGC
578
South Georgia Capital
Illinois
$151K -$20.1K -841 -12%
CFA
579
Carroll Financial Associates
North Carolina
$138K +$3.36K +140 +2%
RIA
580
Regal Investment Advisors
Michigan
$136K -$934K -38,894 -87%
SFPIA
581
Stevens First Principles Investment Advisors
California
$133K – – –
LC
582
Lubar & Co
Wisconsin
$132K -$180K -7,513 -58%
WTC
583
WhitTier Trust Company
Nevada
$131K -$40.3K -1,683 -24%
Flossbach Von Storch
584
Flossbach Von Storch
Germany
$129K – – –
AR
585
Advisory Research
Illinois
$123K +$123K +5,137 New
SAMC
586
Shinko Asset Management Company
Japan
$122K -$9.44K -393 -7%
MSFP
587
Mark Sheptoff Financial Planning
Connecticut
$119K +$119K +4,977 New
PP
588
Palladium Partners
Virginia
$111K +$111K +4,638 New
ST
589
Stifel Trust
Missouri
$106K – – –
HIM
590
Hillsdale Investment Management
Ontario, Canada
$101K -$13.5K -561 -12%
FCT
591
Family Capital Trust
Massachusetts
$101K – – –
NYLIM
592
New York Life Investment Management
New York
$97K +$97K +4,066 New
HI
593
Hudock Inc
Pennsylvania
$94K -$6.32K -265 -6%
ST
594
Somerset Trust
Pennsylvania
$87K – – –
BCMIO
595
Beacon Capital Management Inc (Ohio)
Ohio
$86K -$8.36K -351 -9%
M
596
MOTCO
Texas
$85K -$10.8K -455 -11%
Bessemer Group
597
Bessemer Group
New Jersey
$84K – – –
MFBTD
598
MB Financial Bank - Trust Department
Illinois
$82K +$22.7K +942 +38%
FFC
599
First Financial Corp
Indiana
$80K – – –
BRWM
600
B. Riley Wealth Management
Tennessee
$80K +$80K +3,345 New
22 23
24
25 26