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Exelon
EXC

Overview Fund Activity

673 hedge funds and large institutions have $16.9B invested in Exelon in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 195 increasing their positions, 302 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+39
Holders Change %
+6.15%
% of All Funds
19.55%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
98
Increased
195
Reduced
302
Closed
54
Calls
$265M
Puts
$128M
Net Calls
+$137M
Net Calls Change
-$71.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.08B
2
SOMRS
State of Michigan Retirement System
Michigan
$204M
3
LM
Luminus Management
Texas
$139M
4
BIP
Brandes Investment Partners
California
$109M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.24B

Top Sellers

1
MNA
Manning & Napier Advisors
New York
$0
2
TIM
Thornburg Investment Management
New Mexico
$20.8M
3
CA
Cortland Advisers
Delaware
$0
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$131M
5
PIM
Perkins Investment Management
Illinois
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$28.6K -1,499 -76%
IWC
652
Integrated Wealth Counsel
California
$9K – – –
HRIA
653
Haberer Registered Investment Advisor
Ohio
$8K -$28K -1,472 -78%
AII
654
AGF Investments Inc
Ontario, Canada
$8K +$8K +421 New
FA
655
Financial Advantage
Maryland
$7K -$7.6K -396 -52%
KIG
656
Kessler Investment Group
Indiana
$7K – – –
CCM
657
Chilton Capital Management
Texas
$6.85K -$8.6K -441 -56%
LWA
658
Lenox Wealth Advisors
New York
$6K – – –
Twin Tree Management
659
Twin Tree Management
Texas
$6K +$6K +328 New
ECM
660
Estabrook Capital Management
New York
$5.48K -$6.87K -351 -56%
S
661
SignatureFD
Georgia
$5K -$24.1K -1,349 -83%
BAM
662
Barrett Asset Management
New York
$5K -$2.52K -141 -33%
CA
663
CapWealth Advisors
Tennessee
$5K – – –
LFG
664
LifePlan Financial Group
Ohio
$5K – – –
KT
665
Kanaly Trust
Texas
$5K +$5K +244 New
PO
666
Private Ocean
California
$5K +$5K +248 New
CWM
667
Cranbrook Wealth Management
Michigan
$4K +$4K +210 New
PR
668
Payden & Rygel
California
$3K – – –
HCM
669
Horrell Capital Management
Arkansas
$3K – – –
KCPG
670
Kavar Capital Partners Group
Kansas
$2K +$2K +140 New
NHFG
671
New Harbor Financial Group
Massachusetts
$1K – – –
WOC
672
West Oak Capital
California
$438 – – –
UB
673
UMB Bank
Missouri
$434 +$133 +6,821 +44%
MNA
674
Manning & Napier Advisors
New York
– -$137M -6,467,608 Closed
CA
675
Cortland Advisers
Delaware
– -$114M -5,397,700 Closed
25 26
27
28 29