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Exelon
EXC

Overview Fund Activity

792 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 309 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+17
Holders Change %
+2.19%
% of All Funds
19.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
83
Increased
309
Reduced
278
Closed
53
Calls
$192M
Puts
$121M
Net Calls
+$70.9M
Net Calls Change
-$3.91M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$746M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.94B
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.49B
4
Franklin Resources
Franklin Resources
California
$394M
5
CGI
CI Global Investments
California
$137M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
2
NI
Numeric Investors
Massachusetts
$3.99M
3
JIM
Jupiter Investment Management
United Kingdom
$877K
4
State Street
State Street
Massachusetts
$2.01B
5
Principal Financial Group
Principal Financial Group
Iowa
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPA
726
Delphi Private Advisors
California
$27K – – –
OFW
727
Omnia Family Wealth
Florida
$27K +$10.9K +422 +67%
TC
728
Trust Company
Kansas
$25K – – –
SBL
729
Sargent Bickham Lagudis
Colorado
$25K +$25 +1 +0.1%
MFBTD
730
MB Financial Bank - Trust Department
Illinois
$24K – – –
CBT
731
Capital Bank & Trust
California
$24K +$24K +935 New
SEC
732
Seven Eight Capital
New York
$24K +$24K +952 New
QCG
733
Quadrant Capital Group
Ohio
$23K -$1.79K -111 -7%
PFGIA
734
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$78 +3 +0.3%
KPCM
735
Kings Point Capital Management
New York
$21K – – –
PMFA
736
Plante Moran Financial Advisors
Michigan
$21K – – –
WEC
737
Winslow Evans & Crocker
Massachusetts
$20.2K -$26 -1 -0.1%
CPIG
738
Chicago Partners Investment Group
Illinois
$20K -$71.6K -2,761 -78%
PFBT
739
Parkside Financial Bank & Trust
Missouri
$19K -$17.6K -684 -48%
LWA
740
Lowe Wealth Advisors
Maryland
$19K -$2.23K -85 -11%
RPG
741
Risk Paradigm Group
Texas
$18K – – –
MMG
742
Monetary Management Group
Missouri
$18K – – –
PWM
743
Perigon Wealth Management
California
$17K – – –
FC
744
Ferris Capital
Massachusetts
$17K +$17K +679 New
FPB
745
First PREMIER Bank
South Dakota
$16K – – –
MBT
746
Monroe Bank & Trust
Michigan
$14K – – –
SFPIA
747
Stevens First Principles Investment Advisors
California
$14K – – –
EWM
748
Edge Wealth Management
New York
$14K – – –
TIM
749
Tortoise Investment Management
New York
$14K – – –
DSI
750
Daiwa SB Investments
Japan
$12K -$122K -4,865 -91%
28 29
30
31 32