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Exelon
EXC

Overview Fund Activity

680 hedge funds and large institutions have $21.2B invested in Exelon in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.61%
New
75
Increased
260
Reduced
252
Closed
61
Calls
$141M
Puts
$200M
Net Calls
-$58.9M
Net Calls Change
-$196M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$246M
2
CBOA
Commonwealth Bank of Australia
Australia
+$244M
3
TCIM
TIAA CREF Investment Management
New York
+$121M
4
Lazard Asset Management
Lazard Asset Management
New York
+$106M
5
CC
Carlson Capital
Texas
+$97.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$469M
2
LM
Luminus Management
Texas
-$150M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$130M
4
Renaissance Technologies
Renaissance Technologies
New York
-$78.8M
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIG
601
Fusion Investment Group
Pennsylvania
$78K -$348K -14,482 -82%
VIA
602
Vantage Investment Advisors
Pennsylvania
$78K – – –
CBT
603
Central Bank & Trust
Kentucky
$70K -$55K -2,296 -44%
W
604
Wealthfront
California
$70K +$70K +2,944 New
IC
605
IKOS CIF
Cyprus
$69K +$33.3K +1,530 +93%
SA
606
SRH Advisors
Kansas
$68K -$33.3K -1,402 -33%
AWM
607
Avior Wealth Management
Nebraska
$66K +$66K +2,738 New
MA
608
MCF Advisors
Kentucky
$64K +$41.8K +1,737 +189%
ATC
609
Adirondack Trust Company
New York
$63K – – –
FMLI
610
Fukoku Mutual Life Insurance
Japan
$60K – – –
ST
611
SpiderRock Trading
Illinois
$60K -$63K – –
WRM
612
Westport Resources Management
Connecticut
$57K -$34.1K -1,412 -37%
DAM
613
Delta Asset Management
Tennessee
$57K – – –
PFG
614
Piershale Financial Group
Illinois
$56K +$13.7K +577 +32%
CFA
615
Camarda Financial Advisors
Florida
$56K +$56K +2,358 New
MIC
616
MU Investments Company
Japan
$50K – – –
PIM
617
Parasol Investment Management
Illinois
$50K +$50K +2,103 New
FHA
618
First Horizon Advisors
Tennessee
$48K +$33.3K +1,402 +226%
OFS
619
Orrstown Financial Services
Pennsylvania
$47K – – –
WTB
620
Washington Trust Bank
Washington
$44K +$44K +1,837 New
FCCM
621
First City Capital Management
Georgia
$40.1K +$40.1K +1,675 New
FNBSF
622
First National Bank Sioux Falls
South Dakota
$40K – – –
CCS
623
Crosspoint Capital Strategies
California
$40K – – –
BPBT
624
Boston Private Bank & Trust
Massachusetts
$39K – – –
BC
625
Bartlett & Co
Ohio
$37K – – –
23 24
25
26 27