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Exelon
EXC

Overview Fund Activity

764 hedge funds and large institutions have $24.7B invested in Exelon in 2016 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 297 increasing their positions, 269 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+39
Holders Change %
+5.38%
% of All Funds
20.39%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
88
Increased
297
Reduced
269
Closed
45
Calls
$243M
Puts
$186M
Net Calls
+$57.1M
Net Calls Change
-$46.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$241M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.04B
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$159M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.18B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$376M
2
SOMRS
2
State of Michigan Retirement System
Michigan
$11.4M
3
CC
3
Carlson Capital
Texas
$31.2M
4
Millennium Management
4
Millennium Management
New York
$61.2M
5
VFA
5
Virtus Fund Advisers
Connecticut
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KT
676
Kanaly Trust
Texas
$37K +$14.4K +555 +64%
VNA
677
Valley National Advisers
Pennsylvania
$36K – – –
FPTW
678
Franklin, Parlapiano, Turner & Welch
Texas
$36K – – –
HSA
679
Hussman Strategic Advisors
Maryland
$36K – – –
SHJ
680
Sharkey, Howes & Javer
Colorado
$36K +$16.7K +656 +87%
BC
681
Bartlett & Co
Ohio
$33K -$6.45K -252 -16%
PMFA
682
Plante Moran Financial Advisors
Michigan
$33K +$11.8K +463 +56%
FHA
683
First Horizon Advisors
Tennessee
$33K +$26.5K +1,065 +408%
JG
684
Jefferies Group
New York
$32K -$62.4K -2,462 -66%
CP
685
Corbenic Partners
Pennsylvania
$32K – – –
ZB
686
Zions Bancorporation
Utah
$32K +$2.09K +83 +7%
ASN
687
Advisory Services Network
Georgia
$31K -$48.8K -1,882 -61%
WTB
688
Washington Trust Bank
Washington
$29K -$39.9K -1,542 -58%
EDRH
689
Edmond de Rothschild Holding
Switzerland
$29K – – –
OC
690
Oakworth Capital
Alabama
$27K – – –
DPA
691
Delphi Private Advisors
California
$27K – – –
BWA
692
Burt Wealth Advisors
Maryland
$25K – – –
MFBTD
693
MB Financial Bank - Trust Department
Illinois
$24K – – –
CFG
694
Citizens Financial Group
Rhode Island
$24K +$149 +6 +0.6%
Carson Wealth (CWM LLC)
695
Carson Wealth (CWM LLC)
Nebraska
$23K -$3.47M -133,190 -99%
HDIM
696
Hanson & Doremus Investment Management
Vermont
$22K – – –
SBL
697
Sargent Bickham Lagudis
Colorado
$22K +$22K +848 New
NFG
698
Next Financial Group
Texas
$21K +$10.6K +427 +101%
KPCM
699
Kings Point Capital Management
New York
$21K +$21K +824 New
JIC
700
Joel Isaacson & Co
New York
$20K – – –
26 27
28
29 30