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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 %
CA
601
Cornerstone Advisory
Maryland
$215K +$215K +8,406 New
DIS
602
Diversified Investment Strategies
Louisiana
$213K -$1.42M -55,598 -87%
SMH
603
Sanders Morris Harris
Texas
$212K +$212K +8,303 New
PAIA
604
Park Avenue Institutional Advisers
New York
$208K -$5.84K -228 -3%
UB
605
UMB Bank
Missouri
$204K +$204K +7,973 New
BHBT
606
Burke & Herbert Bank & Trust
Virginia
$204K +$204K +7,976 New
NBC
607
Neuberger Berman Canada
Ontario, Canada
$204K +$204K +7,991 New
AMI
608
Amica Mutual Insurance
Rhode Island
$203K -$2.78M -108,832 -93%
NI
609
Numeric Investors
Massachusetts
$201K -$25.8M -1,009,020 -99%
MAM
610
Mizuho Asset Management
Japan
$200K -$180K -7,517 -47%
Fuller & Thaler Asset Management
611
Fuller & Thaler Asset Management
California
$194K +$194K +7,571 New
IIC
612
Integrated Investment Consultants
Michigan
$182K +$182K +7,353 New
FPFS
613
First Personal Financial Services
North Carolina
$176K +$133K +5,187 +307%
RWA
614
Ropes Wealth Advisors
Massachusetts
$175K – – –
HPBT
615
High Point Bank & Trust
North Carolina
$166K – – –
AIM
616
Advantage Investment Management
Iowa
$162K +$7.14K +280 +5%
FMLI
617
Fukoku Mutual Life Insurance
Japan
$161K – – –
SC
618
SRB Corp
Massachusetts
$159K -$29.2K -1,141 -16%
TCOV
619
Trust Company of Vermont
Vermont
$152K -$25.5K -990 -14%
AC
620
Alexandria Capital
Virginia
$149K – – –
CFA
621
CT Financial Advisors
Pennsylvania
$146K +$384 +15 +0.3%
NCMG
622
NCM Capital Management Group
North Carolina
$145K -$39.4K -1,542 -21%
FWM
623
Focused Wealth Management
New York
$142K -$354K -13,853 -71%
JFA
624
JNBA Financial Advisors
Minnesota
$129K – – –
BAM
625
Brave Asset Management
New Jersey
$125K – – –
23 24
25
26 27