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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 %
MBT
651
Monroe Bank & Trust
Michigan
$13K – – –
PO
652
Private Ocean
California
$13K +$7K +289 +117%
PR
653
Payden & Rygel
California
$13K +$9.67K +407 +291%
WEC
654
Winslow Evans & Crocker
Massachusetts
$12.8K -$6.7K -280 -34%
KT
655
Kanaly Trust
Texas
$12K +$6.05K +248 +102%
GI
656
Gradient Investments
Minnesota
$12K +$12K +491 New
IWC
657
Integrated Wealth Counsel
California
$11K – – –
SSG
658
Summit Securities Group
New York
$10K -$127K -5,327 -93%
AII
659
AGF Investments Inc
Ontario, Canada
$10K – – –
ACS
660
Archford Capital Strategies
Illinois
$9.36K +$9.36K +391 New
CG
661
Colony Group
Massachusetts
$9K -$15.7K -632 -64%
KIG
662
Kessler Investment Group
Indiana
$8K – – –
LWA
663
Lenox Wealth Advisors
New York
$8K – – –
DA
664
Dunvegan Associates
California
$8K +$8K +325 New
BAM
665
Barrett Asset Management
New York
$7K – – –
LFG
666
LifePlan Financial Group
Ohio
$7K – – –
ECM
667
Estabrook Capital Management
New York
$6.71K – – –
WAS
668
Winch Advisory Services
Wisconsin
$6K +$6K +234 New
TFO
669
Tarbox Family Office
California
$3K -$24.2K -1,129 -89%
HCM
670
Horrell Capital Management
Arkansas
$3K – – –
KCPG
671
Kavar Capital Partners Group
Kansas
$3K – – –
GAM
672
Gemmer Asset Management
California
$3K +$3K +136 New
HF
673
Hoxton Financial
West Virginia
$3K +$3K +140 New
NIM
674
NuWave Investment Management
New Jersey
$2K -$1.69M -84,544 -100%
NHFG
675
New Harbor Financial Group
Massachusetts
$2K – – –
25 26
27
28 29