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Exelon
EXC

Overview Fund Activity

680 hedge funds and large institutions have $21.2B invested in Exelon in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.61%
New
75
Increased
260
Reduced
252
Closed
61
Calls
$141M
Puts
$200M
Net Calls
-$58.9M
Net Calls Change
-$196M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$246M
2
CBOA
Commonwealth Bank of Australia
Australia
+$244M
3
TCIM
TIAA CREF Investment Management
New York
+$121M
4
Lazard Asset Management
Lazard Asset Management
New York
+$106M
5
CC
Carlson Capital
Texas
+$97.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$469M
2
LM
Luminus Management
Texas
-$150M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$130M
4
Renaissance Technologies
Renaissance Technologies
New York
-$78.8M
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
626
Bartlett & Co
Ohio
$37K – – –
Parallax Volatility Advisers
627
Parallax Volatility Advisers
California
$36K -$47.7K -1,998 -57%
WC
628
Whitnell & Co
Illinois
$36K – – –
WA
629
Waverly Advisors
Alabama
$31K -$42.1K -1,752 -58%
CFSG
630
Community Financial Services Group
Vermont
$31K +$31K +1,304 New
EFSCE
631
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$18.7K +784 +166%
AF
632
Arrow Financial
New York
$29K – – –
HR
633
Howe & Rusling
New York
$29K – – –
HCC
634
Hirtle Callaghan & Co
Pennsylvania
$29K +$849 +35 +3%
Manulife (Manufacturers Life Insurance)
635
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.6K +$624 +26,087 +2%
QAM
636
QCI Asset Management
New York
$26K -$3.83K -157 -13%
TSW
637
Thompson Siegel & Walmsley
Virginia
$22K – – –
EWM
638
Edge Wealth Management
New York
$21K -$18.5K -754 -47%
CFN
639
Cordasco Financial Network
Florida
$21K – – –
HDIM
640
Hanson & Doremus Investment Management
Vermont
$21K – – –
CA
641
CapWealth Advisors
Tennessee
$21K +$14.4K +610 +218%
AUB
642
Atlantic Union Bankshares
Virginia
$21K +$21K +969 New
JT
643
Jump Trading
Illinois
$20K -$62.8K -2,597 -76%
PMFA
644
Plante Moran Financial Advisors
Michigan
$20K – – –
MAS
645
Madden Advisory Services
Florida
$20K – – –
FAM
646
Formidable Asset Management
Ohio
$20K – – –
KPCM
647
Kings Point Capital Management
New York
$20K – – –
MUMSS
648
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K +$19K +785 New
JIC
649
Joel Isaacson & Co
New York
$18K -$27.4K -1,141 -60%
DOA
650
D'Orazio & Associates
Virginia
$16K – – –
24 25
26
27 28