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781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Evercore Wealth Management
New York
$40K -$4.71K -176 -11%
RCG
702
Ruggie Capital Group
Florida
$40K
VCM
703
Versant Capital Management
Arizona
$38K -$5.32K -199 -12%
VNA
704
Valley National Advisers
Pennsylvania
$38K
SIAS
705
Shine Investment Advisory Services
Colorado
$38K +$38K +1,420 New
HDIM
706
Hanson & Doremus Investment Management
Vermont
$36K
MRCM
707
M&R Capital Management
New Jersey
$36K +$53 +2 +0.1%
BC
708
Bartlett & Co
Ohio
$35K
QCG
709
Quadrant Capital Group
Ohio
$34K +$3.83K +143 +10%
YWP
710
YorkBridge Wealth Partners
New York
$33K
OC
711
Oakworth Capital
Alabama
$32K
AWM
712
AllSquare Wealth Management
New York
$32K +$32.2K +1,203 New
WTB
713
Washington Trust Bank
Washington
$30K
PWM
714
Perigon Wealth Management
California
$30K +$12.3K +460 +71%
RFA
715
Reilly Financial Advisors
California
$29K +$107 +4 +0.4%
DPA
716
Delphi Private Advisors
California
$28K
OFW
717
Omnia Family Wealth
Florida
$25K -$3.64K -136 -13%
MFBTD
718
MB Financial Bank - Trust Department
Illinois
$25K
CCM
719
Covington Capital Management
California
$25K +$24.4K +914 New
NIC
720
Northwest Investment Counselors
Oregon
$24K +$12.3K +458 +109%
TDC
721
Thompson Davis & Co
Virginia
$23K -$7.68K -287 -25%
TC
722
Trust Company
Kansas
$23K -$3.9K -146 -15%
IR
723
Invictus RG
Bermuda
$22K -$155K -5,778 -87%
KPCM
724
Kings Point Capital Management
New York
$22K
PMFA
725
Plante Moran Financial Advisors
Michigan
$22K

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.