Exelon
673 hedge funds and large institutions have $16.9B invested in Exelon in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 195 increasing their positions, 302 reducing their positions, and 54 closing their positions.
107% more call options, than puts
Call options by funds: $265M | Put options by funds: $128M
81% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 54
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
6% more funds holding
Funds holding: 634 → 673 (+39)
3.77% more ownership
Funds ownership: 97.17% → 100.94% (+3.8%)
4% less capital invested
Capital invested by funds: $17.6B → $16.9B (-$688M)
35% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 302
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$404M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$156M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$140M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$104M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$89.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$137M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$131M |
| 3 |
CA
Cortland Advisers
Wilmington,
Delaware
|
-$114M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$58.6M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$53.8M |
EXC Hedge Fund Activity: Q4 2013 in Review
673 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2013, worth a combined $16.9B — down 3.9% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new EXC positions and 54 closed out — a net gain of 44 holders — while 195 added to existing stakes and 302 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $404M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $137M sold.
- 673 institutional investors held Exelon (EXC) as of Q4 2013, up from 634 in Q3 2013.
- Funds reported $16.9B of Exelon stock for Q4 2013, down 3.9% quarter-over-quarter.
- 98 funds opened new Exelon positions in Q4 2013 and 54 closed out, a net change of +44 holders.
- The largest Exelon buyer in Q4 2013 was Capital Research Global Investors, an estimated $404M added.
- The largest Exelon seller in Q4 2013 was Manning & Napier Advisors, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2013.