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781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
651
Cable Hill Partners
Oregon
$118K -$5.88K -220 -5%
SIAP
652
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$117K -$1.39K -52 -1%
LYV
653
Live Your Vision
Pennsylvania
$113K +$963 +36 +0.9%
PVH
654
Psagot Value Holdings
Israel
$113K +$26.2K +981 +30%
SSB
655
Sandy Spring Bank
Maryland
$112K
RWA
656
Ropes Wealth Advisors
Massachusetts
$105K +$30K +1,122 +40%
BONST
657
Bank of Nova Scotia Trust
Ontario, Canada
$102K +$101K +3,785 New
GEA
658
Glen Eagle Advisors
New Jersey
$101K +$28.1K +1,052 +39%
SWA
659
Sutton Wealth Advisors
Florida
$100K
AF
660
Allworth Financial
California
$99K
TWA
661
TCI Wealth Advisors
Arizona
$95K
FCB
662
First Command Bank
Texas
$91K -$15.8K -591 -15%
FCFS
663
First Command Financial Services
Texas
$91K -$15.8K -591 -15%
CPIG
664
Chicago Partners Investment Group
Illinois
$85K +$64.3K +2,405 +312%
GLI
665
Guardian Life Insurance
New York
$82K +$2.86K +107 +4%
TRCT
666
Tower Research Capital (TRC)
New York
$80K +$71.7K +2,681 +958%
LCM
667
Liberty Capital Management
Michigan
$79K
Carson Wealth (CWM LLC)
668
Carson Wealth (CWM LLC)
Nebraska
$75K -$53 -2 -0.1%
WB
669
Webster Bank
Connecticut
$73K -$3.75K -140 -5%
FHA
670
First Horizon Advisors
Tennessee
$72K
WC
671
Whitnell & Co
Illinois
$69K
CFA
672
Carroll Financial Associates
North Carolina
$66K -$7.49K -280 -10%
NFG
673
Next Financial Group
Texas
$65K -$7.68K -287 -11%
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$64.4K +$241 +9 +0.4%
LC
675
Landaas & Company
Wisconsin
$64K +$63.7K +2,383 New

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.