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Exelon
EXC

Overview Fund Activity

745 hedge funds and large institutions have $20.5B invested in Exelon in 2015 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 300 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+13
Holders Change %
+1.78%
% of All Funds
20.82%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.45%
New
72
Increased
300
Reduced
259
Closed
52
Calls
$239M
Puts
$125M
Net Calls
+$115M
Net Calls Change
-$18.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$352M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$210M
3
BA
BlackRock Advisors
Delaware
+$123M
4
Ameriprise
Ameriprise
Minnesota
+$97.4M
5
Prudential Financial
Prudential Financial
New Jersey
+$96.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$885M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$436M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$309M
4
Franklin Resources
Franklin Resources
California
-$237M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
576
HBK Sorce Advisory
Pennsylvania
$243K +$243K +11,454 New
OSNBOA
577
Old Second National Bank of Aurora
Illinois
$242K – – –
PAG
578
Pinnacle Advisory Group
Maryland
$241K +$241K +11,395 New
RCAG
579
Rehmann Capital Advisory Group
Michigan
$240K +$49.5K +2,339 +26%
Loomis, Sayles & Company
580
Loomis, Sayles & Company
Massachusetts
$240K +$240K +11,342 New
WT
581
Whittier Trust
California
$239K – – –
EFS
582
Essex Financial Services
Connecticut
$233K -$17.8K -841 -7%
JFA
583
JNBA Financial Advisors
Minnesota
$232K -$148K -6,996 -39%
RBC
584
Ronald Blue & Co
Georgia
$229K -$3.76K -177 -2%
SFSIG
585
San Francisco Sentry Investment Group
California
$228K – – –
ONB
586
Old National Bancorp
Indiana
$227K -$24.9K -1,179 -10%
1SB
587
1ST Source Bank
Indiana
$227K +$14.3K +677 +7%
ARMT
588
Amica Retiree Medical Trust
Rhode Island
$226K – – –
FFBTD
589
First Financial Bank - Trust Division
Ohio
$221K +$221K +10,445 New
CSIC
590
Clifford Swan Investment Counsel
California
$220K – – –
SIG
591
Schooner Investment Group
Pennsylvania
$219K -$73K -3,505 -25%
AB
592
AT Bancorp
Iowa
$219K – – –
DC
593
Davenport & Co
Virginia
$217K +$1.93K +91 +0.9%
ID
594
Integral Derivatives
New York
$216K +$216K +10,193 New
IC
595
InterOcean Capital
Illinois
$215K -$176K -8,307 -45%
RWA
596
Ropes Wealth Advisors
Massachusetts
$215K +$69.8K +3,294 +48%
FC
597
Financial Consulate
Maryland
$212K +$191 +9 +0.1%
CNBT
598
Canandaigua National Bank & Trust
New York
$210K -$2.96K -140 -1%
PSI
599
Pinnacle Summer Investments
Virginia
$209K +$78.8K +3,727 +61%
AP
600
Advisor Partners
California
$208K +$14.1K +666 +7%
22 23
24
25 26