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Exelon
EXC

Overview Fund Activity

792 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 309 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+17
Holders Change %
+2.19%
% of All Funds
19.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
83
Increased
309
Reduced
278
Closed
53
Calls
$192M
Puts
$121M
Net Calls
+$70.9M
Net Calls Change
-$3.91M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$257M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
4
Franklin Resources
Franklin Resources
California
+$148M
5
CGI
CI Global Investments
California
+$137M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
2
NI
Numeric Investors
Massachusetts
-$49.3M
3
JIM
Jupiter Investment Management
United Kingdom
-$48.1M
4
State Street
State Street
Massachusetts
-$43.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
576
Shufro Rose & Co
New York
$290K – – –
QAM
577
Quantres Asset Management
Cayman Islands
$289K +$289K +11,216 New
CBN
578
Cadence Bank NA
Texas
$286K – – –
SMC
579
Smith, Moore & Co
Missouri
$285K +$285K +11,076 New
HFS
580
HL Financial Services
Kentucky
$282K +$282K +10,952 New
FMTCOCP
581
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$274K +$7.23K +281 +3%
ZIM
582
Zacks Investment Management
Illinois
$272K -$24.4M -948,814 -99%
WS
583
Wedbush Securities
California
$271K -$25.1K -975 -8%
FT
584
Fiduciary Trust
Massachusetts
$270K +$541 +21 +0.2%
GWCM
585
Godshalk Welsh Capital Management
Pennsylvania
$267K -$10.8K -420 -4%
EFS
586
Essex Financial Services
Connecticut
$265K +$617 +24 +0.2%
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$264K – – –
FFBTD
588
First Financial Bank - Trust Division
Ohio
$262K – – –
GBT
589
Grove Bank & Trust
Florida
$262K +$197K +7,685 +305%
CCA
590
Checchi Capital Advisers
California
$261K -$10.6K -412 -4%
SFA
591
Sequoia Financial Advisors
Ohio
$261K -$9.31K -362 -3%
WT
592
Whittier Trust
California
$259K – – –
FNBT
593
FineMark National Bank & Trust
Florida
$258K – – –
CBU
594
CIBC Bank USA
Illinois
$257K -$28.8K -1,122 -10%
VDI
595
Vaughan David Investments
Illinois
$257K -$28.8K -1,121 -10%
TF
596
Tompkins Financial
New York
$256K -$9.76K -380 -4%
SFSIG
597
San Francisco Sentry Investment Group
California
$255K -$7.19K -280 -3%
PCMC
598
Paragon Capital Management (Colorado)
Colorado
$254K +$254K +9,878 New
BHWM
599
Bar Harbor Wealth Management
New Hampshire
$252K -$75.5K -2,938 -23%
CBA
600
Coastal Bridge Advisors
Connecticut
$252K – – –
22 23
24
25 26