Exelon
634 hedge funds and large institutions have $17.6B invested in Exelon in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 221 increasing their positions, 275 reducing their positions, and 58 closing their positions.
159% more call options, than puts
Call options by funds: $340M | Put options by funds: $131M
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
2.36% more ownership
Funds ownership: 94.81% → 97.17% (+2.4%)
2% less capital invested
Capital invested by funds: $17.9B → $17.6B (-$295M)
2% less funds holding
Funds holding: 650 → 634 (-16)
14% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 58
20% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 275
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$728M |
| 2 |
O
OppenheimerFunds
New York
|
+$140M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$47.7M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$46.6M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWBC
John W. Bristol & Co
New York
|
-$81.6M |
| 2 |
Goldman Sachs
New York
|
-$64.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$63.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$60.7M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$55.6M |
EXC Hedge Fund Activity: Q3 2013 in Review
634 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2013, worth a combined $17.6B — down 1.7% from $17.9B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of EXC and 50 opened new positions — a net loss of 8 holders — while 275 trimmed existing stakes and 221 added.
The largest buyer was Capital Research Global Investors, adding an estimated $728M. The largest seller was John W. Bristol & Co, exiting entirely with an estimated $81.6M sold.
- 634 institutional investors held Exelon (EXC) as of Q3 2013, down from 650 in Q2 2013.
- Funds reported $17.6B of Exelon stock for Q3 2013, down 1.7% quarter-over-quarter.
- 50 funds opened new Exelon positions in Q3 2013 and 58 closed out, a net change of -8 holders.
- The largest Exelon buyer in Q3 2013 was Capital Research Global Investors, an estimated $728M added.
- The largest Exelon seller in Q3 2013 was John W. Bristol & Co, an estimated $81.6M sold.
Based on aggregated 13F filings for Q3 2013.