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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 %
NA
601
NewEdge Advisors
Louisiana
$250K +$250K +9,794 New
CA
602
Cambridge Advisors
Nebraska
$249K +$822 +32 +0.3%
KTC
603
Kistler-Tiffany Companies
Pennsylvania
$245K +$360 +14 +0.1%
LC
604
LCNB Corp
Ohio
$244K -$12.6K -490 -5%
SLF
605
Sun Life Financial
Ontario, Canada
$243K +$242K +9,422 +37,688%
BWM
606
Bernicke Wealth Management
Wisconsin
$242K -$252K -9,789 -51%
AA
607
Ancora Advisors
Ohio
$242K +$242K +9,409 New
HTC
608
Haverford Trust Company
Pennsylvania
$242K +$242K +9,423 New
SFG
609
Summit Financial Group
West Virginia
$240K +$240K +9,344 New
AB
610
AT Bancorp
Iowa
$239K -$1.72K -67 -0.7%
TAF
611
Tredje AP-fonden
Sweden
$239K +$3.89K +151 +2%
IUHSA
612
Itau Unibanco Holding S.A.
Brazil
$237K +$197K +7,667 +500%
PA
613
Parallel Advisors
California
$236K +$29.5K +1,078 +14%
BL
614
Balentine LLC
Georgia
$235K – – –
FHC
615
First Heartland Consultants
Missouri
$231K – – –
RWG
616
Regal Wealth Group
California
$231K +$1.91K +74 +0.8%
CC
617
Courier Capital
New York
$228K – – –
DC
618
Davenport & Co
Virginia
$228K +$19.3K +749 +9%
WKWM
619
Walter & Keenan Wealth Management
Indiana
$227K – – –
SBH
620
Segall Bryant & Hamill
Illinois
$224K -$65.8K -2,556 -23%
DWM
621
Doyle Wealth Management
Florida
$224K -$30.5K -1,186 -12%
DCM
622
Dynamic Capital Management
Jersey
$224K +$224K +8,692 New
CFB
623
Cullen/Frost Bankers
Texas
$223K – – –
CIC
624
Carnegie Investment Counsel
Ohio
$220K +$220K +8,018 New
Cetera Investment Advisers
625
Cetera Investment Advisers
Illinois
$219K -$14.9K -575 -6%
23 24
25
26 27