EXC icon

Exelon
EXC

Overview Fund Activity

792 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 309 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+17
Holders Change %
+2.19%
% of All Funds
19.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
83
Increased
309
Reduced
278
Closed
53
Calls
$192M
Puts
$121M
Net Calls
+$70.9M
Net Calls Change
-$3.91M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$257M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
4
Franklin Resources
Franklin Resources
California
+$148M
5
CGI
CI Global Investments
California
+$137M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
2
NI
Numeric Investors
Massachusetts
-$49.3M
3
JIM
Jupiter Investment Management
United Kingdom
-$48.1M
4
State Street
State Street
Massachusetts
-$43.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
676
Burt Wealth Advisors
Maryland
$82K +$25K +979 +44%
ACPU
677
Arrowgrass Capital Partners (US)
Delaware
$80K -$20.1K -781 -20%
GLI
678
Guardian Life Insurance
New York
$76K -$53.9K -2,081 -41%
WB
679
Webster Bank
Connecticut
$74K – – –
RWA
680
Ropes Wealth Advisors
Massachusetts
$72K -$10.8K -421 -13%
Carson Wealth (CWM LLC)
681
Carson Wealth (CWM LLC)
Nebraska
$72K +$8.13K +315 +13%
LCM
682
Liberty Capital Management
Michigan
$71K +$71K +2,804 New
GEA
683
Glen Eagle Advisors
New Jersey
$69.4K – – –
CFA
684
Carroll Financial Associates
North Carolina
$69K -$11.1K -436 -14%
FHA
685
First Horizon Advisors
Tennessee
$69K +$32.3K +1,250 +88%
NFG
686
Next Financial Group
Texas
$67K -$14.3K -559 -18%
WC
687
Whitnell & Co
Illinois
$66K – – –
RFM
688
Royal Fund Management
Florida
$63K -$10K -393 -14%
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$61.4K – – –
BRC
690
Bell Rock Capital
Delaware
$59K +$514 +20 +0.9%
CCM
691
Cribstone Capital Management
Maine
$59K +$722 +28 +1%
DAM
692
Delta Asset Management
Tennessee
$58K – – –
DBT
693
Dubuque Bank & Trust
Iowa
$57K – – –
MIC
694
MU Investments Company
Japan
$54K -$10.8K -421 -17%
GRP
695
Global Retirement Partners
California
$50K +$648 +25 +1%
BAM
696
Barrett Asset Management
New York
$50K +$32.1K +1,262 +180%
SA
697
SRH Advisors
Kansas
$48K – – –
VIA
698
Vantage Investment Advisors
Pennsylvania
$47K – – –
KF
699
Krilogy Financial
Missouri
$47K – – –
OFS
700
Orrstown Financial Services
Pennsylvania
$46K -$25K -981 -35%
26 27
28
29 30