We are live on ! Find out more

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
FHC
601
First Heartland Consultants
Missouri
$236K -$4.68K -175 -2%
Cetera Investment Advisers
602
Cetera Investment Advisers
Illinois
$231K +$1.28K +48 +0.6%
BL
603
Balentine LLC
Georgia
$230K -$14.6K -544 -6%
SFG
604
Summit Financial Group
West Virginia
$228K -$23.3K -872 -9%
CIC
605
Carnegie Investment Counsel
Ohio
$227K
BC
606
Burney Company
Virginia
$227K +$227K +8,495 New
CTA
607
Chesley Taft & Associates
Illinois
$224K +$1.31K +49 +0.6%
PP
608
Paloma Partners
Connecticut
$223K -$3.01M -112,414 -93%
ACM
609
AlphaStar Capital Management
North Carolina
$223K +$222K +8,297 New
CFB
610
Cullen/Frost Bankers
Texas
$222K -$11.2K -418 -5%
AIS
611
Accurate Investment Solutions
Pennsylvania
$222K -$3K -112 -1%
ABTD
612
Arvest Bank Trust Division
Oklahoma
$220K
TU
613
TDAM USA
Ontario, Canada
$219K +$1.76K +66 +0.8%
UFG
614
United Fire Group
Iowa
$216K
NBC
615
Neuberger Berman Canada
Ontario, Canada
$215K -$7.33K -274 -3%
IWM
616
IHT Wealth Management
Illinois
$215K +$83.1K +3,107 +65%
BHWM
617
Bar Harbor Wealth Management
New Hampshire
$213K -$50.5K -1,888 -19%
BHBT
618
Burke & Herbert Bank & Trust
Virginia
$213K
NB
619
Nicolet Bankshares
Wisconsin
$212K -$7.17K -268 -3%
VHAM
620
Van Hulzen Asset Management
California
$211K
NA
621
NewEdge Advisors
Louisiana
$209K -$55.6K -2,079 -21%
BCM
622
Brookstone Capital Management
Illinois
$208K +$207K +7,746 New
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$204K -$71.1K -2,660 -26%
Mackenzie Financial
624
Mackenzie Financial
Ontario, Canada
$204K +$203K +7,595 New
JT
625
Jump Trading
Illinois
$201K +$200K +7,470 New

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.