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Exelon
EXC

Overview Fund Activity

673 hedge funds and large institutions have $16.9B invested in Exelon in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 195 increasing their positions, 302 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+39
Holders Change %
+6.15%
% of All Funds
19.55%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
98
Increased
195
Reduced
302
Closed
54
Calls
$265M
Puts
$128M
Net Calls
+$137M
Net Calls Change
-$71.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.08B
2
SOMRS
State of Michigan Retirement System
Michigan
$204M
3
LM
Luminus Management
Texas
$139M
4
BIP
Brandes Investment Partners
California
$109M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.24B

Top Sellers

1
MNA
Manning & Napier Advisors
New York
$0
2
TIM
Thornburg Investment Management
New Mexico
$20.8M
3
CA
Cortland Advisers
Delaware
$0
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$131M
5
PIM
Perkins Investment Management
Illinois
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
676
WBI Investments
New Jersey
– -$45.8M -2,167,507 Closed
EIP
677
Energy Income Partners
Connecticut
– -$38.5M -1,819,506 Closed
OWP
678
Obermeyer Wealth Partners
Colorado
– -$8.27M -391,279 Closed
BCM
679
Buckhead Capital Management
Georgia
– -$5.05M -238,925 Closed
SCM
680
Sterneck Capital Management
Missouri
– -$3.55M -168,003 Closed
BFG
681
Beacon Financial Group
Texas
– -$3.03M -142,599 Closed
JIM
682
Jupiter Investment Management
United Kingdom
– -$2.83M -133,811 Closed
WCM
683
Winton Capital Management
United Kingdom
– -$2.79M -131,780 Closed
FCBT
684
First Citizens Bank & Trust
North Carolina
– -$2.39M -113,258 Closed
CCM
685
Cai Capital Management
New York
– -$2.07M -97,937 Closed
CIP
686
Chartwell Investment Partners
Pennsylvania
– -$1.11M -52,575 Closed
CIC
687
Carnegie Investment Counsel
Ohio
– -$1.08M -50,956 Closed
Teacher Retirement System of Texas
688
Teacher Retirement System of Texas
Texas
– -$924K -43,716 Closed
LOM
689
Loeb Offshore Management
New York
– -$916K -43,341 Closed
AC
690
AFAM Capital
Texas
– -$840K -39,723 Closed
Luther King Capital Management (LKCM)
691
Luther King Capital Management (LKCM)
Texas
– -$806K -38,134 Closed
BBNB
692
Baker Boyer National Bank
Washington
– -$803K -38,003 Closed
OWD
693
Osborn Williams & Donohoe
Ohio
– -$787K -37,216 Closed
WCM
694
Weik Capital Management
Pennsylvania
– -$783K -37,048 Closed
HCM
695
Hengehold Capital Management
Ohio
– -$737K -34,873 Closed
LCS
696
Levin Capital Strategies
New York
– -$731K -34,571 Closed
BWM
697
Braver Wealth Management
Massachusetts
– -$653K -30,903 Closed
SJIC
698
St. James Investment Company
Texas
– -$617K -29,170 Closed
GLA
699
Great Lakes Advisors
Illinois
– -$421K -19,914 Closed
IPRC
700
Indices-Pac Research Corporation
New Jersey
– -$360K -17,012 Closed
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