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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 %
SIG
676
Stanford Investment Group
California
$13K – – –
MBT
677
Monroe Bank & Trust
Michigan
$13K – – –
TIM
678
Tortoise Investment Management
New York
$13K – – –
BKA
679
Brick & Kyle Associates
Pennsylvania
$13K – – –
IP
680
Isthmus Partners
Wisconsin
$13K – – –
TFA
681
Transamerica Financial Advisors
Florida
$12K -$11.2K -482 -48%
PR
682
Payden & Rygel
California
$12K – – –
EWM
683
Edge Wealth Management
New York
$12K – – –
UFA
684
US Financial Advisors
Massachusetts
$12K – – –
BRWM
685
B. Riley Wealth Management
Tennessee
$10K -$22K -991 -69%
GAM
686
Gemmer Asset Management
California
$10K +$6.3K +274 +170%
NFG
687
Next Financial Group
Texas
$9K -$6.01K -284 -40%
RA
688
Rational Advisors
New York
$9K – – –
MA
689
MCF Advisors
Kentucky
$9K +$70 +3 +0.8%
ACS
690
Archford Capital Strategies
Illinois
$9K +$8.11K +3,690 +911%
SI
691
Sentry Investments
Ontario, Canada
$8.11K +$8.11K +361,716 New
CG
692
Colony Group
Massachusetts
$8K – – –
KIG
693
Kessler Investment Group
Indiana
$8K – – –
EWM
694
Endurance Wealth Management
Rhode Island
$8K +$8K +367 New
GXMC
695
Global X Management Company
New York
$8K +$8K +370 New
CCMW
696
Cypress Capital Management (Wyoming)
Wyoming
$7.86K – – –
FHA
697
First Horizon Advisors
Tennessee
$7K – – –
Acadian Asset Management
698
Acadian Asset Management
Massachusetts
$7K +$3.89K +174 +125%
ST
699
Spot Trading
Illinois
$6K -$608K -27,949 -99%
WRM
700
Westport Resources Management
Connecticut
$6K -$40.7K -1,683 -87%
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