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Exelon
EXC

Overview Fund Activity

866 hedge funds and large institutions have $29.7B invested in Exelon in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 303 increasing their positions, 311 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+86
Holders Change %
+11.03%
% of All Funds
19.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
141
Increased
303
Reduced
311
Closed
47
Calls
$168M
Puts
$115M
Net Calls
+$53.6M
Net Calls Change
-$49.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.38B
2
Fidelity International
2
Fidelity International
Bermuda
$366M
3
CGI
3
CI Global Investments
California
$356M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$133M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$598M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$519M
2
Franklin Resources
2
Franklin Resources
California
$299M
3
BlackRock
3
BlackRock
New York
$2.79B
4
Deutsche Bank
4
Deutsche Bank
Germany
$112M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
601
Paragon Capital Management (Colorado)
Colorado
$290K – – –
WT
602
Whittier Trust
California
$283K – – –
SP
603
Successful Portfolios
Florida
$282K +$282K +10,019 New
CA
604
Calton & Associates
Florida
$281K +$281K +10,225 New
PL
605
Perpetual Ltd
Australia
$280K -$70.8K -2,523 -20%
FNT
606
First National Trust
Pennsylvania
$280K -$52.9K -1,883 -16%
SBH
607
Segall Bryant & Hamill
Illinois
$280K -$14.3K -510 -5%
FMTCOCP
608
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$279K -$9.25K -329 -3%
CBA
609
Coastal Bridge Advisors
Connecticut
$276K – – –
BC
610
Burney Company
Virginia
$276K +$37.1K +1,320 +16%
PI
611
PineBridge Investments
New York
$275K -$19.4K -693 -7%
CA
612
Cambridge Advisors
Nebraska
$274K +$759 +27 +0.3%
KTC
613
Kistler-Tiffany Companies
Pennsylvania
$273K +$309 +11 +0.1%
GWCM
614
Godshalk Welsh Capital Management
Pennsylvania
$268K -$23.6K -841 -8%
PM
615
Parametrica Management
Hong Kong
$268K +$268K +9,531 New
VDI
616
Vaughan David Investments
Illinois
$267K -$10.4K -372 -4%
PFS
617
Prospera Financial Services
Texas
$267K +$23.7K +860 +10%
BTIS
618
BB&T Investment Services
North Carolina
$266K +$86.7K +3,076 +48%
GBT
619
Grove Bank & Trust
Florida
$265K +$3.94K +140 +2%
FIAS
620
FinTrust Investment Advisory Services
South Carolina
$264K -$99.5K -3,545 -27%
HTC
621
Haverford Trust Company
Pennsylvania
$264K +$15.9K +565 +6%
DC
622
Davenport & Co
Virginia
$262K -$6.58K -234 -2%
TAM
623
Tiverton Asset Management
Delaware
$261K +$9.22K +329 +4%
AB
624
AT Bancorp
Iowa
$260K -$1.49K -53 -0.6%
RWG
625
Regal Wealth Group
California
$256K +$1.86K +66 +0.7%
23 24
25
26 27