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Exelon
EXC

Overview Fund Activity

773 hedge funds and large institutions have $25.4B invested in Exelon in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 283 increasing their positions, 294 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+9
Holders Change %
+1.18%
% of All Funds
20.66%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
75
Increased
283
Reduced
294
Closed
56
Calls
$233M
Puts
$155M
Net Calls
+$78.2M
Net Calls Change
+$21M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.34B
2
Millennium Management
2
Millennium Management
New York
$268M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$320M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$70.7M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$67.3M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$11.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.8B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$2.03B
4
Franklin Resources
4
Franklin Resources
California
$247M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
751
Sentry Investments
Ontario, Canada
$5.53K -$91 -3,505 -2%
CWM
752
Cranbrook Wealth Management
Michigan
$5K – – –
BWP
753
Baldwin Wealth Partners
Massachusetts
$5K – – –
GBT
754
Grove Bank & Trust
Florida
$5K +$5K +210 New
ST
755
Smithfield Trust
Pennsylvania
$4K – – –
TFO
756
Tarbox Family Office
California
$4K – – –
WA
757
WealthTrust-Arizona
Arizona
$4K +$55 +2 +1%
TRCT
758
Tower Research Capital (TRC)
New York
$4K +$686 +24 +21%
CYG
759
Clean Yield Group
Vermont
$3K +$3K +105 New
CAL
760
Capital Advisors Ltd
Ohio
$3K +$3K +105 New
HCM
761
Herndon Capital Management
Georgia
$3K +$3K +119 New
GBBWRPM
762
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K +$3K +149 New
TCM
763
Tradewinds Capital Management
Washington
$2K – – –
ADL
764
Asset Dedication LLC
California
$2K – – –
EWM
765
Endurance Wealth Management
Rhode Island
$2K – – –
NR
766
Newfound Research
Massachusetts
$2K +$2K +94 New
NHFG
767
New Harbor Financial Group
Massachusetts
$1K – – –
CFN
768
Cordasco Financial Network
Florida
$1K – – –
PRS
769
Pinkerton Retirement Specialists
Idaho
$1K +$1K +46 New
CA
770
Commerzbank Aktiengesellschaft
Germany
$826 -$266 -10,249 -24%
AT
771
Arden Trust
Delaware
$809 +$170 +6,546 +27%
WOC
772
West Oak Capital
California
$582 – – –
FHC
773
First Heartland Consultants
Missouri
$420 – – –
MME
774
Meag Munich Ergo
Germany
– -$19.9M -783,223 Closed
AAA
775
Adams Asset Advisors
Texas
– -$6.29M -245,792 Closed
29 30
31
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