Exelon
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.
96% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 45
31% more call options, than puts
Call options by funds: $243M | Put options by funds: $186M
28% more capital invested
Capital invested by funds: $19.2B → $24.7B (+$5.47B)
10% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 269
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
5% more funds holding
Funds holding: 725 → 764 (+39)
1.7% more ownership
Funds ownership: 105.9% → 107.59% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$584M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$242M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$194M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$131M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$612M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$110M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
-$107M |
| 4 |
Millennium Management
New York
|
-$100M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$97M |
EXC Hedge Fund Activity: Q1 2016 in Review
764 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2016, worth a combined $24.7B — up 28% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new EXC positions and 45 closed out — a net gain of 43 holders — while 297 added to existing stakes and 269 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $584M. The largest seller was Franklin Resources, cutting an estimated $612M.
- 764 institutional investors held Exelon (EXC) as of Q1 2016, up from 725 in Q4 2015.
- Funds reported $24.7B of Exelon stock for Q1 2016, up 28% quarter-over-quarter.
- 88 funds opened new Exelon positions in Q1 2016 and 45 closed out, a net change of +43 holders.
- The largest Exelon buyer in Q1 2016 was T. Rowe Price Associates, an estimated $584M added.
- The largest Exelon seller in Q1 2016 was Franklin Resources, an estimated $612M sold.
Based on aggregated 13F filings for Q1 2016.