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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 %
NSB
651
Norway Savings Bank
Maine
$153K -$8.85K -345 -5%
JFA
652
JNBA Financial Advisors
Minnesota
$153K – – –
JCM
653
Jacobi Capital Management
Pennsylvania
$153K +$32K +1,256 +26%
SFG
654
SevenBridge Financial Group
Pennsylvania
$150K +$131K +5,106 +690%
AII
655
AGF Investments Inc
Ontario, Canada
$150K +$150K +5,817 New
ST
656
Smithfield Trust
Pennsylvania
$146K – – –
SA
657
SpiderRock Advisors
Delaware
$136K -$57K – –
FWM
658
Focused Wealth Management
New York
$130K -$7.47K -291 -5%
CHP
659
Cable Hill Partners
Oregon
$118K – – –
HI
660
Hudock Inc
Pennsylvania
$115K +$461 +18 +0.4%
LYV
661
Live Your Vision
Pennsylvania
$115K +$1.02K +37 +0.9%
SIAP
662
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K +$1.33K +52 +1%
CGT
663
Capital Guardian Trust
California
$112K -$1.7M -66,128 -94%
VWA
664
V Wealth Advisors
Kansas
$111K +$111K +4,346 New
EA
665
Edge Advisors
Georgia
$109K +$14.4K +563 +15%
SSB
666
Sandy Spring Bank
Maryland
$107K +$9.79K +380 +10%
FCB
667
First Command Bank
Texas
$103K – – –
FCFS
668
First Command Financial Services
Texas
$103K – – –
First Manhattan
669
First Manhattan
New York
$102K – – –
SWA
670
Sutton Wealth Advisors
Florida
$95.9K +$1.29K +50 +1%
AF
671
Allworth Financial
California
$95K -$4.24K -164 -4%
TWA
672
TCI Wealth Advisors
Arizona
$91K -$8.27K -321 -8%
AIM
673
Advantage Investment Management
Iowa
$88K +$1.34K +52 +2%
WA
674
WFG Advisors
Texas
$87K +$743 +29 +0.9%
PVH
675
Psagot Value Holdings
Israel
$83K +$83K +3,225 New
25 26
27
28 29