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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 %
WCM
701
Wealthcare Capital Management
Virginia
$6K -$33.7K -1,456 -85%
CWM
702
Catamount Wealth Management
Connecticut
$6K – – –
AP
703
Atwood & Palmer
Missouri
$6K – – –
CA
704
CapWealth Advisors
Tennessee
$6K – – –
PO
705
Private Ocean
California
$6K – – –
AWM
706
AllSquare Wealth Management
New York
$6K – – –
MCM
707
MV Capital Management
Maryland
$6K +$6K +280 New
GWA
708
Genesis Wealth Advisors
Massachusetts
$5.51K – – –
EFSCE
709
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$6.75K -320 -57%
ASN
710
Advisory Services Network
Georgia
$5K -$2.26K -96 -31%
CWM
711
Cranbrook Wealth Management
Michigan
$5K – – –
WAS
712
Winch Advisory Services
Wisconsin
$5K +$41 +2 +0.8%
WA
713
WFG Advisors
Texas
$4K -$4.59K -209 -53%
TFO
714
Tarbox Family Office
California
$4K – – –
S
715
SignatureFD
Georgia
$4K +$3.26K +128 +441%
WEC
716
Winslow Evans & Crocker
Massachusetts
$3.77K – – –
Fiera Capital (Canada)
717
Fiera Capital (Canada)
Quebec, Canada
$3.17K +$154 +6,870 +5%
CAM
718
ClariVest Asset Management
California
$3K – – –
WA
719
WealthTrust-Arizona
Arizona
$3K – – –
HF
720
Hoxton Financial
West Virginia
$3K – – –
CAW
721
Cornerstone Advisors (Washington)
Washington
$3K – – –
CPIG
722
Chicago Partners Investment Group
Illinois
$3K +$1.16K +54 +63%
CAL
723
Capital Analysts LLC
Pennsylvania
$2.48K – – –
TCM
724
Tradewinds Capital Management
Washington
$2K +$2K +81 New
Nuveen Asset Management
725
Nuveen Asset Management
Illinois
$1.29K -$12.7K -566,676 -91%
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