Exelon
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.
106% more call options, than puts
Call options by funds: $259M | Put options by funds: $125M
19% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 53
0% more funds holding
Funds holding: 731 → 732 (+1)
0.2% less ownership
Funds ownership: 117.71% → 117.51% (-0.2%)
10% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 286
7% less capital invested
Capital invested by funds: $24.3B → $22.6B (-$1.64B)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$145M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
+$136M |
| 3 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$133M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$88.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$237M |
| 2 |
LM
Luminus Management
Houston,
Texas
|
-$101M |
| 3 |
Lazard Asset Management
New York
|
-$92.7M |
| 4 |
Morgan Stanley
New York
|
-$83.2M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$56.3M |
EXC Hedge Fund Activity: Q2 2015 in Review
732 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2015, worth a combined $22.6B — down 6.8% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EXC positions and 53 closed out — a net gain of 10 holders — while 258 added to existing stakes and 286 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Institutional Capital, exiting entirely with an estimated $237M sold.
- 732 institutional investors held Exelon (EXC) as of Q2 2015, up from 731 in Q1 2015.
- Funds reported $22.6B of Exelon stock for Q2 2015, down 6.8% quarter-over-quarter.
- 63 funds opened new Exelon positions in Q2 2015 and 53 closed out, a net change of +10 holders.
- The largest Exelon buyer in Q2 2015 was Fidelity Investments, an estimated $145M added.
- The largest Exelon seller in Q2 2015 was Institutional Capital, an estimated $237M sold.
Based on aggregated 13F filings for Q2 2015.