EXC icon

Exelon
EXC

Overview Fund Activity

866 hedge funds and large institutions have $29.7B invested in Exelon in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 303 increasing their positions, 311 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+86
Holders Change %
+11.03%
% of All Funds
19.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
141
Increased
303
Reduced
311
Closed
47
Calls
$168M
Puts
$115M
Net Calls
+$53.6M
Net Calls Change
-$49.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.38B
2
Fidelity International
2
Fidelity International
Bermuda
$366M
3
CGI
3
CI Global Investments
California
$356M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$133M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$598M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$519M
2
Franklin Resources
2
Franklin Resources
California
$299M
3
BlackRock
3
BlackRock
New York
$2.79B
4
Deutsche Bank
4
Deutsche Bank
Germany
$112M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
701
Baker Ellis Asset Management
Washington
$118K +$118K +4,206 New
MOS
702
MGO One Seven
Ohio
$117K +$117K +4,154 New
LYV
703
Live Your Vision
Pennsylvania
$114K +$860 +32 +0.8%
FHA
704
First Horizon Advisors
Tennessee
$114K +$40.3K +1,456 +55%
HI
705
Hudock Inc
Pennsylvania
$110K -$16.2K -580 -13%
RWA
706
Ropes Wealth Advisors
Massachusetts
$110K – – –
GEA
707
Glen Eagle Advisors
New Jersey
$109K +$3.94K +140 +4%
DCM
708
Delpha Capital Management
New York
$108K +$108K +3,832 New
GP
709
GLG Partners
United Kingdom
$106K +$106K +3,767 New
NIM
710
NuWave Investment Management
New Jersey
$105K +$105K +3,759 New
SWA
711
Sutton Wealth Advisors
Florida
$105K – – –
BFEC
712
Benjamin F. Edwards & Company
Missouri
$104K -$71.4K -2,553 -41%
FWM
713
Focused Wealth Management
New York
$104K -$49.5K -1,760 -32%
AF
714
Allworth Financial
California
$99K -$3.98K -142 -4%
TWA
715
TCI Wealth Advisors
Arizona
$99K – – –
VCM
716
Virtue Capital Management
Tennessee
$99K +$99K +3,512 New
CPIG
717
Chicago Partners Investment Group
Illinois
$90K +$339 +12 +0.4%
LC
718
Landaas & Company
Wisconsin
$86K +$18.7K +662 +28%
FCFS
719
First Command Financial Services
Texas
$85K -$10.9K -385 -11%
FCB
720
First Command Bank
Texas
$85K -$10.9K -385 -11%
GRP
721
Global Retirement Partners
California
$85K +$30.6K +1,084 +56%
FPB
722
First PREMIER Bank
South Dakota
$80K +$68.1K +2,429 +574%
LCM
723
Liberty Capital Management
Michigan
$77K – – –
WB
724
Webster Bank
Connecticut
$76K – – –
CAPTRUST Financial Advisors
725
CAPTRUST Financial Advisors
North Carolina
$75K +$75K +2,682 New
27 28
29
30 31