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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 %
WAM
701
Weatherly Asset Management
California
– -$344K -16,249 Closed
FAM
702
Forty4 Asset Management
Illinois
– -$329K -15,562 Closed
MCM
703
Maryland Capital Management
Maryland
– -$288K -13,604 Closed
EWM
704
Evercore Wealth Management
New York
– -$274K -12,947 Closed
LNWWM
705
Laird Norton Wetherby Wealth Management
California
– -$248K -11,742 Closed
MA
706
Montag & Associates
Georgia
– -$238K -11,265 Closed
CBU
707
CIBC Bank USA
Illinois
– -$229K -10,851 Closed
RMDI
708
R.M. Davis Inc
Maine
– -$224K -10,609 Closed
EB
709
Eastern Bank
Massachusetts
– -$216K -10,232 Closed
HSA
710
HBK Sorce Advisory
Pennsylvania
– -$215K -10,146 Closed
SL
711
Summitry LLC
California
– -$214K -10,115 Closed
MYLI
712
Meiji Yasuda Life Insurance
Japan
– -$211K -9,992 Closed
TNBTD
713
Trustmark National Bank Trust Department
Mississippi
– -$210K -9,960 Closed
SBWM
714
Sunflower Bank Wealth Management
Arizona
– -$209K -9,905 Closed
GC
715
Grimes & Company
Massachusetts
– -$202K -9,562 Closed
PAM
716
Paradigm Asset Management
New York
– -$181K -8,566 Closed
PP
717
Palladium Partners
Virginia
– -$141K -6,629 Closed
Jones Financial Companies
718
Jones Financial Companies
Missouri
– -$85K -3,996 Closed
CFSG
719
Community Financial Services Group
Vermont
– -$28K -1,304 Closed
Victory Capital Management
720
Victory Capital Management
Texas
– -$16K -795 Closed
MCM
721
Manchester Capital Management
Vermont
– -$16K -780 Closed
JEW
722
Jamison Eaton & Wood
New Jersey
– -$8K -391 Closed
LNB
723
Ledyard National Bank
– -$5K -245 Closed
BIM
724
Bridgecreek Investment Management
Oklahoma
– -$4K -175 Closed
WF
725
WealthTrust Fairport
Ohio
– -$2K -90 Closed
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