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Exelon
EXC

Overview Fund Activity

792 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 309 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+17
Holders Change %
+2.19%
% of All Funds
19.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
83
Increased
309
Reduced
278
Closed
53
Calls
$192M
Puts
$121M
Net Calls
+$70.9M
Net Calls Change
-$3.91M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$257M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
4
Franklin Resources
Franklin Resources
California
+$148M
5
CGI
CI Global Investments
California
+$137M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
2
NI
Numeric Investors
Massachusetts
-$49.3M
3
JIM
Jupiter Investment Management
United Kingdom
-$48.1M
4
State Street
State Street
Massachusetts
-$43.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$46K – – –
OIA
702
OneDigital Investment Advisors
Kansas
$46K +$46K +1,772 New
CIA
703
ClearBridge Investments (Australia)
Australia
$45K -$14K -537 -24%
WTC
704
WhitTier Trust Company
Nevada
$45K – – –
ST
705
Spot Trading
Illinois
$45K +$45K +1,765 New
M
706
MOTCO
Texas
$44K -$5.36K -210 -11%
VC
707
Vestor Capital
Illinois
$44K – – –
EWM
708
Evercore Wealth Management
New York
$44K +$4.63K +176 +12%
AIM
709
Acrospire Investment Management
Illinois
$43K +$35.8K +1,402 +501%
VCM
710
Versant Capital Management
Arizona
$42K -$486 -19 -1%
QAM
711
QCI Asset Management
New York
$42K – – –
ATC
712
Adirondack Trust Company
New York
$39K – – –
ZB
713
Zions Bancorporation
Utah
$38K -$844 -33 -2%
RCG
714
Ruggie Capital Group
Florida
$38K – – –
VNA
715
Valley National Advisers
Pennsylvania
$37K – – –
MRCM
716
M&R Capital Management
New Jersey
$35K – – –
HDIM
717
Hanson & Doremus Investment Management
Vermont
$34K +$11.6K +457 +52%
BC
718
Bartlett & Co
Ohio
$33K – – –
YWP
719
YorkBridge Wealth Partners
New York
$31K -$6.69K -265 -18%
OAM
720
Oppenheimer Asset Management
New York
$30K -$7.94K -304 -21%
OC
721
Oakworth Capital
Alabama
$30K – – –
TDC
722
Thompson Davis & Co
Virginia
$29K -$5.68K -222 -16%
WTB
723
Washington Trust Bank
Washington
$29K – – –
FFC
724
First Financial Corp
Indiana
$28K – – –
RFA
725
Reilly Financial Advisors
California
$28K +$10.7K +410 +62%
27 28
29
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