EXC icon

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 %
CP
651
Corbenic Partners
Pennsylvania
$28K – – –
HR
652
Howe & Rusling
New York
$27K – – –
AF
653
Arrow Financial
New York
$26K – – –
PMFA
654
Plante Moran Financial Advisors
Michigan
$25K – – –
EDRH
655
Edmond de Rothschild Holding
Switzerland
$25K +$25K +1,122 New
OC
656
Oakworth Capital
Alabama
$24K – – –
GWM
657
Gupta Wealth Management
California
$24K +$2.93K +128 +14%
PTC
658
Philadelphia Trust Company
Pennsylvania
$22.4K -$688K -30,332 -97%
BWA
659
Burt Wealth Advisors
Maryland
$21K – – –
TSW
660
Thompson Siegel & Walmsley
Virginia
$20K – – –
HDIM
661
Hanson & Doremus Investment Management
Vermont
$20K – – –
CFN
662
Cordasco Financial Network
Florida
$20K – – –
MUS
663
Mitsubishi UFJ Securities
Japan
$19K +$12.3K +561 +182%
KPCM
664
Kings Point Capital Management
New York
$18K – – –
MAS
665
Madden Advisory Services
Florida
$18K +$18K +841 New
FAM
666
Formidable Asset Management
Ohio
$17K – – –
CFA
667
Camarda Financial Advisors
Florida
$16K -$54.7K -2,396 -77%
AWS
668
Aris Wealth Services
Pennsylvania
$16K -$8.63K -390 -35%
LWA
669
Lowe Wealth Advisors
Maryland
$16K – – –
RPG
670
Risk Paradigm Group
Texas
$15.7K – – –
JIC
671
Joel Isaacson & Co
New York
$15K – – –
SFWA
672
Summit Financial Wealth Advisors
Louisiana
$15K – – –
DOA
673
D'Orazio & Associates
Virginia
$15K – – –
QAM
674
QCI Asset Management
New York
$14K – – –
CFA
675
Carroll Financial Associates
North Carolina
$14K +$7.71K +351 +123%
25 26
27
28 29