We are live on ! Find out more

781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
676
Zions Bancorporation
Utah
$63K +$23.4K +873 +59%
BRC
677
Bell Rock Capital
Delaware
$62K +$481 +18 +0.8%
CCM
678
Cribstone Capital Management
Maine
$61K
DAM
679
Delta Asset Management
Tennessee
$61K
BWA
680
Burt Wealth Advisors
Maryland
$60K -$26.2K -979 -31%
DBT
681
Dubuque Bank & Trust
Iowa
$59K
CBT
682
Capital Bank & Trust
California
$58K +$32.4K +1,211 +130%
RE
683
RBC Europe
United Kingdom
$56.5K +$56.2K +2,103 New
M
684
MOTCO
Texas
$56K +$9.52K +356 +21%
SBL
685
Sargent Bickham Lagudis
Colorado
$55K +$28.3K +1,059 +108%
P8IP
686
Pier 88 Investment Partners
California
$54K -$4.8M -179,306 -99%
BAM
687
Barrett Asset Management
New York
$53K
GRP
688
Global Retirement Partners
California
$52K +$27 +1 +0.1%
OFS
689
Orrstown Financial Services
Pennsylvania
$51K +$2.62K +98 +5%
ATC
690
Adirondack Trust Company
New York
$51K +$10.3K +386 +25%
SA
691
SRH Advisors
Kansas
$50K
VIA
692
Vantage Investment Advisors
Pennsylvania
$49K
FFC
693
First Financial Corp
Indiana
$48K +$18.7K +701 +64%
RFM
694
Royal Fund Management
Florida
$46K -$19.5K -728 -29%
VC
695
Vestor Capital
Illinois
$46K
MIC
696
MU Investments Company
Japan
$45K -$11.3K -421 -20%
QAM
697
QCI Asset Management
New York
$44K
EFSCE
698
Enterprise Financial Services Corp (EFSC)
Missouri
$43K -$4.87K -182 -10%
ACPU
699
Arrowgrass Capital Partners (US)
Delaware
$41K -$42.4K -1,587 -51%
WTC
700
WhitTier Trust Company
Nevada
$41K -$5.62K -210 -12%

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.