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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.

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 %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
TSW
702
Thompson Siegel & Walmsley
Virginia
$19K -$3.62K -140 -16%
LWA
703
Lowe Wealth Advisors
Maryland
$19K – – –
FAM
704
Formidable Asset Management
Ohio
$18K – – –
MMG
705
Monetary Management Group
Missouri
$18K – – –
RPG
706
Risk Paradigm Group
Texas
$17.9K – – –
HW
707
Hancock Whitney
Mississippi
$16.2K +$12.7K +495,258 +363%
DOA
708
D'Orazio & Associates
Virginia
$16K – – –
CAW
709
Cornerstone Advisors (Washington)
Washington
$16K +$10.9K +429 +211%
DSI
710
Daiwa SB Investments
Japan
$16K +$16K +631 New
RFA
711
Reilly Financial Advisors
California
$14K -$180K -6,898 -93%
SIG
712
Stanford Investment Group
California
$14K – – –
MBT
713
Monroe Bank & Trust
Michigan
$14K – – –
CMBA
714
C.M. Bidwell & Associates
Hawaii
$14K – – –
SFPIA
715
Stevens First Principles Investment Advisors
California
$14K – – –
EWM
716
Edge Wealth Management
New York
$14K – – –
TIM
717
Tortoise Investment Management
New York
$14K – – –
BKA
718
Brick & Kyle Associates
Pennsylvania
$14K – – –
MFT
719
Moisand Fitzgerald Tamayo
Florida
$14K – – –
TFA
720
Transamerica Financial Advisors
Florida
$13K -$54 -2 -0.4%
QAM
721
QCI Asset Management
New York
$13K – – –
AWMS
722
Advocacy Wealth Management Services
Georgia
$11K -$46.7K -1,786 -81%
LWM
723
LBA Wealth Management
Florida
$11K – – –
Nuveen Asset Management
724
Nuveen Asset Management
Illinois
$10.3K -$2.69K -105,310 -21%
GWS
725
Glassman Wealth Services
Virginia
$10K -$215K -8,401 -96%
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29
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