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Exelon
EXC

Overview Fund Activity

792 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 309 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+17
Holders Change %
+2.19%
% of All Funds
19.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
83
Increased
309
Reduced
278
Closed
53
Calls
$192M
Puts
$121M
Net Calls
+$70.9M
Net Calls Change
-$3.91M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$257M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
4
Franklin Resources
Franklin Resources
California
+$148M
5
CGI
CI Global Investments
California
+$137M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
2
NI
Numeric Investors
Massachusetts
-$49.3M
3
JIM
Jupiter Investment Management
United Kingdom
-$48.1M
4
State Street
State Street
Massachusetts
-$43.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
626
Accurate Investment Solutions
Pennsylvania
$215K +$3.85K +150 +2%
NBC
627
Neuberger Berman Canada
Ontario, Canada
$213K -$72.4K -2,811 -25%
CTA
628
Chesley Taft & Associates
Illinois
$213K +$1.26K +49 +0.6%
UAS
629
United Asset Strategies
New York
$212K +$9.01K +351 +4%
ABTD
630
Arvest Bank Trust Division
Oklahoma
$211K – – –
NB
631
Nicolet Bankshares
Wisconsin
$210K -$23.5K -911 -10%
FB
632
Fulton Bank
Pennsylvania
$208K +$208K +8,105 New
TU
633
TDAM USA
Ontario, Canada
$207K +$207K +8,085 New
UFG
634
United Fire Group
Iowa
$206K +$206K +8,024 New
BHBT
635
Burke & Herbert Bank & Trust
Virginia
$205K – – –
BP
636
Ballentine Partners
Massachusetts
$205K +$205K +7,781 New
VHAM
637
Van Hulzen Asset Management
California
$202K +$202K +7,851 New
SC
638
SRB Corp
Massachusetts
$183K +$183K +7,118 New
FMLI
639
Fukoku Mutual Life Insurance
Japan
$177K – – –
BFEC
640
Benjamin F. Edwards & Company
Missouri
$176K -$12.5K -485 -7%
OSNBOA
641
Old Second National Bank of Aurora
Illinois
$171K -$14.9K -579 -8%
IR
642
Invictus RG
Bermuda
$170K -$56.5K -2,198 -25%
IIC
643
Integrated Investment Consultants
Michigan
$168K – – –
ASN
644
Advisory Services Network
Georgia
$168K +$32.8K +1,273 +24%
JWA
645
JFS Wealth Advisors
Pennsylvania
$167K -$11.9K -463 -7%
MLFP
646
MPS Loria Financial Planners
Illinois
$167K +$167K +6,184 New
CWP
647
Capital Wealth Planning
Florida
$166K +$166K +6,458 New
CPA
648
Clear Perspective Advisors
Illinois
$164K +$26.9K +1,050 +20%
BTIS
649
BB&T Investment Services
North Carolina
$162K -$1.33K -52 -0.8%
PFP
650
Pinnacle Financial Partners
Tennessee
$162K +$162K +6,309 New
24 25
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