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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$104M -$2.28M -85,430 -2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$96.5M -$12.9M -480,901 -12%
Allianz Asset Management
53
Allianz Asset Management
Germany
$92.4M -$68.1M -2,545,149 -43%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$91.2M +$11M +412,782 +14%
First Trust Advisors
55
First Trust Advisors
Illinois
$90.9M +$11.3M +422,255 +14%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$90.6M +$112K +4,170 +0.1%
CLM
57
ClearBridge LLC (Maryland)
Maryland
$86.1M -$4.64M -173,484 -5%
Millennium Management
58
Millennium Management
New York
$85.4M -$5.04M -188,417 -6%
AL
59
AJO LP
Pennsylvania
$82.6M -$92M -3,439,726 -53%
Principal Financial Group
60
Principal Financial Group
Iowa
$82.3M -$40.1M -1,497,793 -33%
Two Sigma Investments
61
Two Sigma Investments
New York
$80.5M -$2.39M -89,389 -3%
Nordea Investment Management
62
Nordea Investment Management
Sweden
$78.3M +$24.9M +931,670 +47%
H
63
Hexavest
Quebec, Canada
$71.6M +$36.6M +1,367,661 +106%
GC
64
Guggenheim Capital
Illinois
$71.5M -$4.99M -186,608 -7%
Federated Hermes
65
Federated Hermes
Pennsylvania
$70M +$29.7M +1,110,778 +74%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$67.6M +$9.98M +373,245 +17%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$65.5M +$2.04M +76,453 +3%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$65.2M +$4.14M +154,634 +7%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$64.8M +$773K +28,889 +1%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$64.7M -$2.28M -85,355 -3%
Capital World Investors
71
Capital World Investors
California
$64.2M
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$63.8M +$550K +20,561 +0.9%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$63.8M +$17.2M +642,657 +37%
Renaissance Technologies
74
Renaissance Technologies
New York
$63.6M -$6.35M -237,359 -9%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$62.2M +$2.36M +88,192 +4%

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.