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Exelon
EXC

Overview Fund Activity

866 hedge funds and large institutions have $29.7B invested in Exelon in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 303 increasing their positions, 311 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+86
Holders Change %
+11.03%
% of All Funds
19.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
141
Increased
303
Reduced
311
Closed
47
Calls
$168M
Puts
$115M
Net Calls
+$53.6M
Net Calls Change
-$49.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.38B
2
Fidelity International
2
Fidelity International
Bermuda
$366M
3
CGI
3
CI Global Investments
California
$356M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$133M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$598M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$519M
2
Franklin Resources
2
Franklin Resources
California
$299M
3
BlackRock
3
BlackRock
New York
$2.79B
4
Deutsche Bank
4
Deutsche Bank
Germany
$112M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
726
Pinkerton Retirement Specialists
Idaho
$73K +$73K +2,594 New
WC
727
Whitnell & Co
Illinois
$72K – – –
GBBWRPM
728
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$72K +$72K +2,594 New
CFA
729
Carroll Financial Associates
North Carolina
$68K – – –
POIA
730
Pin Oak Investment Advisors
Texas
$67K +$67K +2,372 New
PWM
731
Paulson Wealth Management
Illinois
$67K +$67K +2,399 New
BRC
732
Bell Rock Capital
Delaware
$66K +$538 +19 +0.8%
LFA
733
Legacy Financial Advisors
Kentucky
$66K +$66K +2,382 New
CCM
734
Cribstone Capital Management
Maine
$65K +$367 +13 +0.6%
DAM
735
Delta Asset Management
Tennessee
$64K – – –
IWP
736
Icon Wealth Partners
Texas
$64K +$64K +2,275 New
BWA
737
Burt Wealth Advisors
Maryland
$63K – – –
DBT
738
Dubuque Bank & Trust
Iowa
$62K – – –
EWM
739
Evercore Wealth Management
New York
$62K +$19.8K +701 +47%
RE
740
RBC Europe
United Kingdom
$59.1K – – –
FGC
741
Financial Gravity Companies
Texas
$59K +$59K +2,149 New
Carson Wealth (CWM LLC)
742
Carson Wealth (CWM LLC)
Nebraska
$58K -$20.1K -718 -26%
SBL
743
Sargent Bickham Lagudis
Colorado
$58K +$227 +8 +0.4%
SIAS
744
Shine Investment Advisory Services
Colorado
$57K +$17.2K +613 +43%
OFW
745
Omnia Family Wealth
Florida
$57K +$31.1K +1,100 +120%
M
746
MOTCO
Texas
$56K -$2.04K -73 -4%
BAM
747
Barrett Asset Management
New York
$55K – – –
ATC
748
Adirondack Trust Company
New York
$54K – – –
SA
749
SRH Advisors
Kansas
$53K – – –
TRCT
750
Tower Research Capital (TRC)
New York
$52K -$32.1K -1,131 -38%
28 29
30
31 32