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Exelon
EXC

Overview Fund Activity

866 hedge funds and large institutions have $29.7B invested in Exelon in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 303 increasing their positions, 311 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+86
Holders Change %
+11.03%
% of All Funds
19.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
141
Increased
303
Reduced
311
Closed
47
Calls
$168M
Puts
$115M
Net Calls
+$53.6M
Net Calls Change
-$49.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.38B
2
Fidelity International
2
Fidelity International
Bermuda
$366M
3
CGI
3
CI Global Investments
California
$356M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$133M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$598M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$519M
2
Franklin Resources
2
Franklin Resources
California
$299M
3
BlackRock
3
BlackRock
New York
$2.79B
4
Deutsche Bank
4
Deutsche Bank
Germany
$112M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
651
Chesley Taft & Associates
Illinois
$216K -$18.4K -655 -8%
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$213K -$84 -3 -0%
STA
653
Summit Trail Advisors
New York
$212K +$212K +7,670 New
BHWM
654
Bar Harbor Wealth Management
New Hampshire
$211K -$11.9K -422 -5%
VAM
655
Visionary Asset Management
Texas
$211K +$211K +7,501 New
APA
656
American Portfolios Advisors
New York
$209K +$209K +7,446 New
TMAM
657
Tokio Marine Asset Management
Japan
$209K -$91.8K -3,265 -31%
NA
658
NewEdge Advisors
Louisiana
$209K -$3.75K -136 -2%
VFA
659
Valeo Financial Advisors
Indiana
$207K +$1.77K +63 +0.9%
CA
660
Cornerstone Advisory
Maryland
$207K +$207K +7,368 New
ARMT
661
Amica Retiree Medical Trust
Rhode Island
$207K +$207K +7,379 New
CIC
662
Carnegie Investment Counsel
Ohio
$206K -$722 -28 -0.3%
CSIC
663
Clifford Swan Investment Counsel
California
$206K +$206K +7,321 New
NB
664
Nicolet Bankshares
Wisconsin
$205K -$16.5K -587 -7%
BBHC
665
Brown Brothers Harriman & Co
New York
$203K -$263K -9,363 -56%
Members Trust
666
Members Trust
Florida
$202K +$202K +7,203 New
CCA
667
Cobblestone Capital Advisors
New York
$201K +$201K +7,143 New
CFC
668
Coyle Financial Counsel
Illinois
$201K +$201K +7,161 New
ASN
669
Advisory Services Network
Georgia
$200K +$21.3K +757 +12%
VCA
670
Verdence Capital Advisors
Maryland
$200K +$200K +7,121 New
IA
671
IFG Advisory
Georgia
$200K +$200K +7,142 New
TCOV
672
Trust Company of Vermont
Vermont
$199K -$61.8K -2,202 -24%
JCM
673
Jacobi Capital Management
Pennsylvania
$199K -$3.12K -113 -2%
CPA
674
Clear Perspective Advisors
Illinois
$189K +$28 +1 +0%
WKWM
675
Walter & Keenan Wealth Management
Indiana
$189K +$189K +6,730 New
25 26
27
28 29