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Exelon
EXC

Overview Fund Activity

725 hedge funds and large institutions have $19.2B invested in Exelon in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-20
Holders Change %
-2.68%
% of All Funds
19.04%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.26%
New
71
Increased
283
Reduced
268
Closed
80
Calls
$230M
Puts
$127M
Net Calls
+$104M
Net Calls Change
-$11M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$132M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$123M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$121M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.2M
5
BA
BlackRock Advisors
Delaware
+$87.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$247M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
3
Franklin Resources
Franklin Resources
California
-$186M
4
Capital International Investors
Capital International Investors
California
-$98M
5
Morgan Stanley
Morgan Stanley
New York
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
576
Benjamin F. Edwards & Company
Missouri
$150K – – –
RFA
577
Reilly Financial Advisors
California
$147K +$25.5K +1,290 +21%
SC
578
SRB Corp
Massachusetts
$146K +$13.3K +669 +10%
WAM
579
Wealthspire Advisors (Maryland)
Maryland
$146K +$146K +7,383 New
NCMG
580
NCM Capital Management Group
North Carolina
$143K +$18K +911 +14%
CG
581
Cutler Group
California
$142K +$142K +7,171 New
SIG
582
Schooner Investment Group
Pennsylvania
$140K -$70K -3,505 -33%
TCOV
583
Trust Company of Vermont
Vermont
$137K +$28.7K +1,448 +27%
RWA
584
Ropes Wealth Advisors
Massachusetts
$136K -$65.3K -3,294 -32%
CCS
585
Crosspoint Capital Strategies
California
$133K +$133K +5,018 New
HPBT
586
High Point Bank & Trust
North Carolina
$128K – – –
FMLI
587
Fukoku Mutual Life Insurance
Japan
$125K – – –
GLI
588
Guardian Life Insurance
New York
$121K -$18.7K -944 -13%
AIM
589
Advantage Investment Management
Iowa
$120K -$5.48K -277 -4%
AC
590
Alexandria Capital
Virginia
$115K – – –
CFA
591
CT Financial Advisors
Pennsylvania
$113K -$11.8K -597 -9%
NYLT
592
New York Life Trust
New York
$111K -$10.9K -548 -9%
Nomura Holdings
593
Nomura Holdings
Japan
$105K +$105K +5,329 New
JFA
594
JNBA Financial Advisors
Minnesota
$100K -$117K -5,893 -54%
BAM
595
Brave Asset Management
New Jersey
$96K – – –
LOAMS
596
Lombard Odier Asset Management (Switzerland)
Switzerland
$95K +$95K +4,757 New
Bessemer Group
597
Bessemer Group
New Jersey
$91K +$29.6K +1,493 +48%
CLM
598
ClearBridge LLC (Maryland)
Maryland
$90K +$90K +4,528 New
IWM
599
Integrated Wealth Management
California
$87K -$240K -12,159 -73%
CHP
600
Cable Hill Partners
Oregon
$86K +$2.87K +144 +3%
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