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781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
576
Parallel Advisors
California
$264K +$4.76K +178 +2%
CBA
577
Coastal Bridge Advisors
Connecticut
$263K
CA
578
Cambridge Advisors
Nebraska
$261K +$776 +29 +0.3%
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$261K +$4.76K +178 +2%
CBU
580
CIBC Bank USA
Illinois
$260K -$8.99K -336 -3%
CIA
581
ClearBridge Investments (Australia)
Australia
$260K +$212K +7,934 +460%
FT
582
Fiduciary Trust
Massachusetts
$257K -$24.6K -921 -9%
AI
583
Atria Investments
North Carolina
$257K +$256K +9,557 New
DC
584
Davenport & Co
Virginia
$257K +$19K +712 +8%
CC
585
Cognios Capital
Kansas
$251K -$2.21M -82,791 -90%
TCOV
586
Trust Company of Vermont
Vermont
$250K -$67.7K -2,531 -21%
AB
587
AT Bancorp
Iowa
$250K
GBT
588
Grove Bank & Trust
Florida
$249K -$24.8K -928 -9%
TAF
589
Tredje AP-fonden
Sweden
$249K
Barrow, Hanley, Mewhinney & Strauss
590
Barrow, Hanley, Mewhinney & Strauss
Texas
$244K +$243K +9,081 New
RWG
591
Regal Wealth Group
California
$243K +$1.95K +73 +0.8%
DWM
592
Doyle Wealth Management
Florida
$243K +$8.67K +324 +4%
TAM
593
Tiverton Asset Management
Delaware
$241K +$240K +8,980 New
PFS
594
Prospera Financial Services
Texas
$240K +$236K +8,831 New
LC
595
LCNB Corp
Ohio
$239K -$15.9K -596 -6%
CC
596
Courier Capital
New York
$238K
FB
597
Fulton Bank
Pennsylvania
$238K +$20.2K +754 +9%
HTC
598
Haverford Trust Company
Pennsylvania
$237K -$15.8K -589 -6%
SQA
599
Simon Quick Advisors
New Jersey
$237K +$236K +8,821 New
FNBT
600
FineMark National Bank & Trust
Florida
$236K -$33.7K -1,261 -13%

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.