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Exelon
EXC

Overview Fund Activity

764 hedge funds and large institutions have $24.7B invested in Exelon in 2016 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 297 increasing their positions, 269 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+39
Holders Change %
+5.38%
% of All Funds
20.39%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
88
Increased
297
Reduced
269
Closed
45
Calls
$243M
Puts
$186M
Net Calls
+$57.1M
Net Calls Change
-$46.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$241M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.04B
4
AQR Capital Management
AQR Capital Management
Connecticut
$159M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$376M
2
SOMRS
State of Michigan Retirement System
Michigan
$11.4M
3
CC
Carlson Capital
Texas
$31.2M
4
Millennium Management
Millennium Management
New York
$61.2M
5
VFA
Virtus Fund Advisers
Connecticut
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
576
Coastal Bridge Advisors
Connecticut
$250K +$250K +9,783 New
SFA
577
Sequoia Financial Advisors
Ohio
$249K +$249K +9,747 New
BL
578
Balentine LLC
Georgia
$247K -$1.79K -70 -0.7%
1SB
579
1ST Source Bank
Indiana
$247K +$247K +9,636 New
PNC
580
Park National Corp
Ohio
$242K -$101K -3,955 -30%
AP
581
Advisor Partners
California
$241K +$241K +9,410 New
CGT
582
Capital Guardian Trust
California
$237K – – –
CF
583
CenterStar Fund
Illinois
$237K – – –
I2I
584
Insight 2811 Inc
Illinois
$237K +$237K +9,253 New
BFEC
585
Benjamin F. Edwards & Company
Missouri
$236K +$43K +1,681 +22%
CTA
586
Chesley Taft & Associates
Illinois
$229K +$229K +8,945 New
PTC
587
Private Trust Company
Ohio
$228K +$228K +8,973 New
CF
588
Corrigan Financial
Rhode Island
$227K +$227K +8,882 New
QC
589
Quadrature Capital
United Kingdom
$227K +$227K +8,890 New
WKWM
590
Walter & Keenan Wealth Management
Indiana
$226K +$226K +8,833 New
JWA
591
JFS Wealth Advisors
Pennsylvania
$225K -$24.7K -966 -10%
PAM
592
PartnerRe Asset Management
Connecticut
$225K +$3.59K +140 +2%
MA
593
Montag & Associates
Georgia
$224K +$224K +8,750 New
Royal London Asset Management
594
Royal London Asset Management
United Kingdom
$224K +$215K +10,781,479 +2,322%
CONA
595
Capital One National Association
New York
$223K +$223K +8,713 New
DWT
596
Dorsey & Whitney Trust
South Dakota
$223K +$223K +8,730 New
CCA
597
Cobblestone Capital Advisors
New York
$222K +$222K +8,691 New
LCS
598
Levin Capital Strategies
New York
$220K -$74.3K -2,902 -25%
RWG
599
Regal Wealth Group
California
$220K +$1.87K +73 +0.9%
DPIM
600
Duff & Phelps Investment Management
Illinois
$215K +$215K +8,405 New
22 23
24
25 26