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Exelon
EXC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
19.74%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.3%
New
63
Increased
258
Reduced
286
Closed
53
Calls
$259M
Puts
$125M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M
2
CC
Carlson Capital
Texas
+$127M
3
SSM
Sound Shore Management
Connecticut
+$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$82.4M
5
Franklin Resources
Franklin Resources
California
+$72M

Top Sellers

1
IC
Institutional Capital
Illinois
-$237M
2
LM
Luminus Management
Texas
-$94.5M
3
Lazard Asset Management
Lazard Asset Management
New York
-$86.7M
4
Morgan Stanley
Morgan Stanley
New York
-$77.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
STI
576
Susquehanna Trust & Investment
Pennsylvania
$202K +$4.71K +210 +2%
PAIA
577
Park Avenue Institutional Advisers
New York
$182K +$182K +8,129 New
TCOV
578
Trust Company of Vermont
Vermont
$176K -$257K -11,477 -59%
SOAMC
579
Spirit of America Management Corp
New York
$170K – – –
BFEC
580
Benjamin F. Edwards & Company
Missouri
$169K +$53.3K +2,384 +46%
RWA
581
Ropes Wealth Advisors
Massachusetts
$154K -$15.3K -680 -9%
BBHC
582
Brown Brothers Harriman & Co
New York
$150K +$1.45K +65 +1%
AIM
583
Advantage Investment Management
Iowa
$146K +$118K +5,239 +416%
HPBT
584
High Point Bank & Trust
North Carolina
$145K – – –
RFA
585
Reilly Financial Advisors
California
$141K -$11.3K -504 -7%
CFA
586
CT Financial Advisors
Pennsylvania
$141K -$43.5K -1,940 -24%
LCM
587
Laurion Capital Management
New York
$140K +$140K +6,236 New
PSI
588
Pinnacle Summer Investments
Virginia
$138K -$90.8K -4,049 -40%
SC
589
SRB Corp
Massachusetts
$135K -$23.5K -1,046 -15%
AC
590
Alexandria Capital
Virginia
$135K – – –
RIA
591
Regal Investment Advisors
Michigan
$133K – – –
JT
592
Jump Trading
Illinois
$129K +$129K +5,762 New
SFPIA
593
Stevens First Principles Investment Advisors
California
$124K – – –
GLI
594
Guardian Life Insurance
New York
$119K +$405 +18 +0.3%
JWA
595
JFS Wealth Advisors
Pennsylvania
$116K +$134 +6 +0.1%
BCM
596
Brookstone Capital Management
Illinois
$113K -$194K -8,667 -63%
MSFP
597
Mark Sheptoff Financial Planning
Connecticut
$112K – – –
NCMG
598
NCM Capital Management Group
North Carolina
$110K -$48.7K -2,173 -31%
BAM
599
Brave Asset Management
New Jersey
$109K – – –
SC
600
Searle & Co
Connecticut
$108K – – –
22 23
24
25 26