EXC icon

Exelon
EXC

Overview Fund Activity

634 hedge funds and large institutions have $17.6B invested in Exelon in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 221 increasing their positions, 275 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-16
Holders Change %
-2.46%
% of All Funds
20.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
50
Increased
221
Reduced
275
Closed
58
Calls
$340M
Puts
$131M
Net Calls
+$208M
Net Calls Change
+$185M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.83B
2
O
2
OppenheimerFunds
New York
$147M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$56.4M
4
TIM
4
Thornburg Investment Management
New Mexico
$160M
5
IC
5
Institutional Capital
Illinois
$538M

Top Sellers

1
JWBC
1
John W. Bristol & Co
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$133M
3
Deutsche Bank
3
Deutsche Bank
Germany
$162M
4
Citadel Advisors
4
Citadel Advisors
Florida
$31.1M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
626
Horrell Capital Management
Arkansas
$3K -$3K -140 -50%
PR
627
Payden & Rygel
California
$3K – – –
EWM
628
Elite Wealth Management
Washington
$3K +$3K +154 New
WF
629
WealthTrust Fairport
Ohio
$2K – – –
WIL
630
Winifred I. Li
$1K -$2.5K -140 -71%
NHFG
631
New Harbor Financial Group
Massachusetts
$1K – – –
EFS
632
Essex Financial Services
Connecticut
$511 -$32 -1,527 -6%
WOC
633
West Oak Capital
California
$474 – – –
UB
634
UMB Bank
Missouri
$327 +$8 +364 +2%
JWBC
635
John W. Bristol & Co
New York
– -$81.6M -3,702,608 Closed
EA
636
Euclid Advisors
Connecticut
– -$39M -1,769,450 Closed
ECP
637
Empyrean Capital Partners
California
– -$30.9M -1,402,000 Closed
SFM
638
Systematic Financial Management
New Jersey
– -$16.4M -744,414 Closed
BCM
639
BBT Capital Management
Texas
– -$14.4M -654,612 Closed
Ninety One (UK)
640
Ninety One (UK)
United Kingdom
– -$11.8M -534,570 Closed
HI
641
Honeywell International
North Carolina
– -$10.9M -494,766 Closed
Fidelity International
642
Fidelity International
Bermuda
– -$6.8M -308,647 Closed
PC
643
PointState Capital
New York
– -$6.18M -280,400 Closed
NLGIA
644
Nippon Life Global Investors Americas
New York
– -$5.27M -239,420 Closed
SCM
645
Stevens Capital Management
Pennsylvania
– -$5.06M -229,498 Closed
LD
646
Lipe & Dalton
New York
– -$4.45M -202,031 Closed
HT
647
HAP Trading
New York
– -$4.25M -192,869 Closed
NMERB
648
New Mexico Educational Retirement Board
New Mexico
– -$4.2M -190,615 Closed
Capstone Investment Advisors
649
Capstone Investment Advisors
New York
– -$1.86M -84,416 Closed
Tudor Investment Corp
650
Tudor Investment Corp
Connecticut
– -$1.24M -56,220 Closed
24 25
26
27 28