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Exelon
EXC

Overview Fund Activity

745 hedge funds and large institutions have $27B invested in Exelon in 2014 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 236 increasing their positions, 296 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+45
Holders Change %
+6.43%
% of All Funds
19.88%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
113
Increased
236
Reduced
296
Closed
52
Calls
$372M
Puts
$160M
Net Calls
+$212M
Net Calls Change
+$72.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$968M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.11B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$685M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$164M
5
BFA
5
BlackRock Fund Advisors
California
$571M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$557M
2
Millennium Management
2
Millennium Management
New York
$41.3M
3
IC
3
Institutional Capital
Illinois
$418M
4
Franklin Resources
4
Franklin Resources
California
$1.58B
5
Capital World Investors
5
Capital World Investors
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
726
Acadian Asset Management
Massachusetts
$7K +$7K +271 New
AWM
727
AllSquare Wealth Management
New York
$7K +$7K +280 New
CWM
728
Catamount Wealth Management
Connecticut
$7K +$7K +283 New
GWA
729
Genesis Wealth Advisors
Massachusetts
$6.05K +$6.05K +245 New
CFA
730
Carroll Financial Associates
North Carolina
$6K -$13.5K -485 -69%
CAW
731
Cornerstone Advisors (Washington)
Washington
$6K +$3.97K +145 +196%
CWM
732
Cranbrook Wealth Management
Michigan
$6K +$6K +210 New
TFO
733
Tarbox Family Office
California
$5K – – –
GAM
734
Gemmer Asset Management
California
$5K – – –
HCM
735
Horrell Capital Management
Arkansas
$4K – – –
HF
736
Hoxton Financial
West Virginia
$4K – – –
LWCFA
737
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4K +140 New
BRWA
738
B. Riley Wealth Advisors
Florida
$2.84K +$1.13K +8,514 +66%
NHFG
739
New Harbor Financial Group
Massachusetts
$2K +$2K +64 New
CPIG
740
Chicago Partners Investment Group
Illinois
$2K +$2K +94 New
ST
741
Spot Trading
Illinois
$1K -$86.3K -1,813 -99%
S
742
SignatureFD
Georgia
$1K -$29K -842 -97%
WOC
743
West Oak Capital
California
$593 – – –
ARC
744
Absolute Return Capital
Massachusetts
– -$24.2M -994,333 Closed
NAM
745
Nexus Asset Management
New York
– -$18.6M -764,090 Closed
AA
746
ALPS Advisors
Colorado
– -$17.8M -730,835 Closed
KCM
747
Knighthead Capital Management
New York
– -$14M -576,082 Closed
GP
748
GLG Partners
United Kingdom
– -$12.3M -505,704 Closed
WMSA
749
Weiss Multi-Strategy Advisers
New York
– -$11.1M -455,650 Closed
AC
750
Allstate Corporation
Illinois
– -$10.7M -438,262 Closed
28 29
30
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