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781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
751
Arrow Financial
New York
$8K -$2.46K -92 -23%
ECM
752
Exchange Capital Management
Michigan
$8K -$1.9K -71 -20%
AP
753
Atwood & Palmer
Missouri
$8K
CWM
754
Catamount Wealth Management
Connecticut
$8K
DOA
755
D'Orazio & Associates
Virginia
$8K +$80 +3 +1%
CFG
756
Citizens Financial Group
Rhode Island
$7K
CAW
757
Cornerstone Advisors (Washington)
Washington
$7K
WPA
758
West Paces Advisors
Georgia
$6.78K
CG
759
Cutler Group
California
$6K -$1.09M -40,581 -99%
BWP
760
Baldwin Wealth Partners
Massachusetts
$6K
TFO
761
Tarbox Family Office
California
$6K +$1.87K +70 +43%
IP
762
Intellectus Partners
California
$5K -$348 -13 -7%
BCI
763
Brinker Capital Investments
Pennsylvania
$5K +$4.87K +182 New
MCM
764
MV Capital Management
Maryland
$4K
WA
765
WealthTrust-Arizona
Arizona
$4K +$53 +2 +1%
LWCFA
766
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$669 +25 +18%
CAL
767
Capital Advisors Ltd
Ohio
$4K +$1.42K +53 +50%
IP
768
Isthmus Partners
Wisconsin
$4K +$4.2K +157 New
WIM
769
Westside Investment Management
California
$3.26K
AW
770
Alpha Windward
Massachusetts
$3K
NR
771
Newfound Research
Massachusetts
$3K +$27 +1 +0.9%
ADL
772
Asset Dedication LLC
California
$2K
APSP
773
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K
TCM
774
Tradewinds Capital Management
Washington
$2K
Acadian Asset Management
775
Acadian Asset Management
Massachusetts
$1K -$524K -19,597 -100%

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.