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Exelon
EXC

Overview Fund Activity

773 hedge funds and large institutions have $25.4B invested in Exelon in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 283 increasing their positions, 294 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+9
Holders Change %
+1.18%
% of All Funds
20.66%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
75
Increased
283
Reduced
294
Closed
56
Calls
$233M
Puts
$155M
Net Calls
+$78.2M
Net Calls Change
+$21M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.34B
2
Millennium Management
2
Millennium Management
New York
$268M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$320M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$70.7M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$67.3M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$11.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.8B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$2.03B
4
Franklin Resources
4
Franklin Resources
California
$247M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRS
701
Edmond de Rothschild (Suisse)
Switzerland
$29K +$29K +1,122 New
AW
702
Alpha Windward
Massachusetts
$27K +$27K +1,054 New
CFG
703
Citizens Financial Group
Rhode Island
$26K – – –
BWA
704
Burt Wealth Advisors
Maryland
$25K – – –
BKA
705
Brick & Kyle Associates
Pennsylvania
$25K +$10.7K +420 +75%
WP
706
WealthPLAN Partners
Nebraska
$24.4K +$24.4K +2,574 New
FHA
707
First Horizon Advisors
Tennessee
$24K -$8.28K -340 -26%
MFBTD
708
MB Financial Bank - Trust Department
Illinois
$24K – – –
HDIM
709
Hanson & Doremus Investment Management
Vermont
$23K – – –
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$23K +$207 +8 +0.9%
SBL
711
Sargent Bickham Lagudis
Colorado
$22K – – –
PMFA
712
Plante Moran Financial Advisors
Michigan
$21K -$11.8K -463 -36%
KPCM
713
Kings Point Capital Management
New York
$21K – – –
SHJ
714
Sharkey, Howes & Javer
Colorado
$20K -$17.4K -656 -46%
JIC
715
Joel Isaacson & Co
New York
$20K – – –
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
LWA
717
Lowe Wealth Advisors
Maryland
$19K – – –
RPG
718
Risk Paradigm Group
Texas
$18.2K – – –
MMG
719
Monetary Management Group
Missouri
$18K – – –
PWM
720
Perigon Wealth Management
California
$17K +$17K +645 New
FPB
721
First PREMIER Bank
South Dakota
$16K -$23.3K -925 -59%
CAW
722
Cornerstone Advisors (Washington)
Washington
$16K – – –
SFPIA
723
Stevens First Principles Investment Advisors
California
$15K – – –
TIM
724
Tortoise Investment Management
New York
$15K – – –
SIG
725
Stanford Investment Group
California
$15K – – –
27 28
29
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