Exelon
802 hedge funds and large institutions have $24.9B invested in Exelon in 2016 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 281 increasing their positions, 284 reducing their positions, and 55 closing their positions.
122% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 55
21% more call options, than puts
Call options by funds: $225M | Put options by funds: $185M
8% more capital invested
Capital invested by funds: $23.1B → $24.9B (+$1.76B)
7% more funds holding
Funds holding: 749 → 802 (+53)
0.03% less ownership
Funds ownership: 106.52% → 106.49% (-0.03%)
1% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 284
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$138M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$74.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$68.2M |
| 4 |
Two Sigma Investments
New York
|
+$57.9M |
| 5 |
Morgan Stanley
New York
|
+$57.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$645M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$213M |
| 3 |
JP Morgan Chase
New York
|
-$95.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$88.3M |
| 5 |
LC
LNZ Capital
New York
|
-$77.9M |
EXC Hedge Fund Activity: Q4 2016 in Review
802 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2016, worth a combined $24.9B — up 7.6% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new EXC positions and 55 closed out — a net gain of 67 holders — while 281 added to existing stakes and 284 trimmed.
The largest buyer was Credit Suisse, adding an estimated $138M. The largest seller was Capital Research Global Investors, cutting an estimated $645M.
- 802 institutional investors held Exelon (EXC) as of Q4 2016, up from 749 in Q3 2016.
- Funds reported $24.9B of Exelon stock for Q4 2016, up 7.6% quarter-over-quarter.
- 122 funds opened new Exelon positions in Q4 2016 and 55 closed out, a net change of +67 holders.
- The largest Exelon buyer in Q4 2016 was Credit Suisse, an estimated $138M added.
- The largest Exelon seller in Q4 2016 was Capital Research Global Investors, an estimated $645M sold.
Based on aggregated 13F filings for Q4 2016.