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Exelon
EXC

Overview Fund Activity

879 hedge funds and large institutions have $29.6B invested in Exelon in 2018 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 324 increasing their positions, 323 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+13
Holders Change %
+1.5%
% of All Funds
20.17%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
101
Increased
324
Reduced
323
Closed
80
Calls
$240M
Puts
$101M
Net Calls
+$139M
Net Calls Change
+$85.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$354M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$137M
5
Goldman Sachs
Goldman Sachs
New York
+$108M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$269M
2
CGI
CI Global Investments
California
-$257M
3
Citadel Advisors
Citadel Advisors
Florida
-$188M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$167M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
626
Doyle Wealth Management
Florida
$273K -$20.8K -746 -7%
CBA
627
Coastal Bridge Advisors
Connecticut
$272K – – –
FMTCOCP
628
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$269K -$7.82K -281 -3%
KTC
629
Kistler-Tiffany Companies
Pennsylvania
$266K -$4.17K -150 -2%
GWCM
630
Godshalk Welsh Capital Management
Pennsylvania
$265K – – –
CNBT
631
Canandaigua National Bank & Trust
New York
$263K -$75.3K -2,705 -22%
SW
632
SVB Wealth
Massachusetts
$263K -$26.5K -952 -9%
VDI
633
Vaughan David Investments
Illinois
$263K -$1.31K -47 -0.5%
GP
634
Girard Partners
Pennsylvania
$261K -$115K -4,156 -31%
PAS
635
Park Avenue Securities
New York
$258K +$258K +9,441 New
AB
636
AT Bancorp
Iowa
$257K – – –
CA
637
Cambridge Advisors
Nebraska
$256K -$14.7K -531 -5%
RWG
638
Regal Wealth Group
California
$256K +$2.29K +82 +0.9%
GBT
639
Grove Bank & Trust
Florida
$254K -$8.19K -294 -3%
NFG
640
Nadler Financial Group
Illinois
$252K -$1.59K -57 -0.6%
PFP
641
Pinnacle Financial Partners
Tennessee
$252K +$17.7K +636 +8%
Members Trust
642
Members Trust
Florida
$251K +$50.7K +1,822 +25%
CBN
643
Cadence Bank NA
Texas
$248K -$39.9K -1,438 -14%
HFS
644
HL Financial Services
Kentucky
$247K +$247K +8,890 New
S
645
SignatureFD
Georgia
$245K +$245K +8,803 New
VAM
646
Verity Asset Management
North Carolina
$242K -$104K -3,730 -30%
OSNBOA
647
Old Second National Bank of Aurora
Illinois
$239K – – –
ABTD
648
Arvest Bank Trust Division
Oklahoma
$236K – – –
CC
649
Courier Capital
New York
$234K – – –
CIC
650
Carnegie Investment Counsel
Ohio
$232K +$29 +1 +0%
24 25
26
27 28