EXC icon

Exelon
EXC

Overview Fund Activity

802 hedge funds and large institutions have $24.9B invested in Exelon in 2016 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 281 increasing their positions, 284 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+54
Holders Change %
+7.22%
% of All Funds
20.08%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
122
Increased
281
Reduced
284
Closed
54
Calls
$225M
Puts
$185M
Net Calls
+$39.4M
Net Calls Change
-$32.7M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$196M
2
Deutsche Bank
2
Deutsche Bank
Germany
$174M
3
Wells Fargo
3
Wells Fargo
California
$146M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$64M
5
Morgan Stanley
5
Morgan Stanley
New York
$196M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.27B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$58.8M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$519M
5
LC
5
LNZ Capital
New York
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPA
726
Delphi Private Advisors
California
$27K -$4.15K -164 -13%
OC
727
Oakworth Capital
Alabama
$27K – – –
MFBTD
728
MB Financial Bank - Trust Department
Illinois
$24K – – –
HDIM
729
Hanson & Doremus Investment Management
Vermont
$22.3K – – –
FAN
730
Financial Advisors Network
California
$21.4K +$21.4K +857 New
KPCM
731
Kings Point Capital Management
New York
$21K – – –
FFC
732
First Financial Corp
Indiana
$21K – – –
PMFA
733
Plante Moran Financial Advisors
Michigan
$21K – – –
SBL
734
Sargent Bickham Lagudis
Colorado
$21K – – –
ECM
735
Exchange Capital Management
Michigan
$20K -$929K -37,132 -98%
LWA
736
Lowe Wealth Advisors
Maryland
$18K – – –
MMG
737
Monetary Management Group
Missouri
$18K – – –
BAM
738
Barrett Asset Management
New York
$18K +$18K +701 New
RPG
739
Risk Paradigm Group
Texas
$17.7K – – –
PWM
740
Perigon Wealth Management
California
$17K – – –
JIC
741
Joel Isaacson & Co
New York
$17K – – –
FPB
742
First PREMIER Bank
South Dakota
$16K – – –
OFW
743
Omnia Family Wealth
Florida
$16K +$16K +627 New
EFSCE
744
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$2.94K +115 +24%
EWM
745
Edge Wealth Management
New York
$14K – – –
TIM
746
Tortoise Investment Management
New York
$14K – – –
SIG
747
Stanford Investment Group
California
$14K – – –
RFA
748
Reilly Financial Advisors
California
$14K – – –
SFG
749
SevenBridge Financial Group
Pennsylvania
$14K – – –
SFPIA
750
Stevens First Principles Investment Advisors
California
$14K – – –
28 29
30
31 32