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Exelon
EXC

Overview Fund Activity

732 hedge funds and large institutions have $22.6B invested in Exelon in 2015 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 286 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
19.74%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.3%
New
63
Increased
258
Reduced
286
Closed
53
Calls
$259M
Puts
$125M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B
2
CC
Carlson Capital
Texas
$263M
3
SSM
Sound Shore Management
Connecticut
$124M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.62B
5
Franklin Resources
Franklin Resources
California
$1.4B

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
LM
Luminus Management
Texas
$66.6M
3
Lazard Asset Management
Lazard Asset Management
New York
$14.2M
4
Morgan Stanley
Morgan Stanley
New York
$65.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
$2.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBSF
626
First National Bank Sioux Falls
South Dakota
$46K – – –
SA
627
SRH Advisors
Kansas
$45K -$18.7K -841 -29%
AF
628
Allworth Financial
California
$45K -$1.87K -83 -4%
MFBTD
629
MB Financial Bank - Trust Department
Illinois
$45K – – –
OFS
630
Orrstown Financial Services
Pennsylvania
$44K – – –
WIC
631
Woodmont Investment Counsel
Tennessee
$44K +$44K +1,964 New
WTC
632
WhitTier Trust Company
Nevada
$42K – – –
BC
633
Bartlett & Co
Ohio
$42K +$7.68K +345 +22%
DBT
634
Dubuque Bank & Trust
Iowa
$40K +$1.57K +70 +4%
FPFS
635
First Personal Financial Services
North Carolina
$38K +$38K +1,691 New
WTB
636
Washington Trust Bank
Washington
$36K – – –
APSP
637
Asset Planning Services (Pennsylvania)
Pennsylvania
$35K +$35K +1,546 New
ATC
638
Adirondack Trust Company
New York
$34K – – –
WC
639
Whitnell & Co
Illinois
$34K – – –
BWFA
640
Baltimore-Washington Financial Advisors
Maryland
$33K +$8.51K +391 +35%
QCG
641
Quadrant Capital Group
Ohio
$33K +$33K +1,516 New
FCCM
642
First City Capital Management
Georgia
$32.8K +$1.41K +63 +4%
SGC
643
South Georgia Capital
Illinois
$31K -$37.2K -1,682 -55%
KT
644
Kanaly Trust
Texas
$31K +$10K +443 +48%
TDC
645
Thompson Davis & Co
Virginia
$30K +$2.48K +112 +9%
BCMIO
646
Beacon Capital Management Inc (Ohio)
Ohio
$29K -$4.7K -210 -14%
CFSG
647
Community Financial Services Group
Vermont
$29K – – –
Simplex Trading
648
Simplex Trading
Illinois
$29K +$29K +1,307 New
Manulife (Manufacturers Life Insurance)
649
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.2K -$367 -16,381 -1%
AH
650
Achievement Holdings
Illinois
$28.1K +$6.17K +275,212 +28%
24 25
26
27 28