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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 %
PO
776
Private Ocean
California
$6K – – –
GBT
777
Grove Bank & Trust
Florida
$6K +$6K +245 New
SLF
778
Sun Life Financial
Ontario, Canada
$5.4K +$5.4K +268 New
BWP
779
Baldwin Wealth Partners
Massachusetts
$5K – – –
MCM
780
MV Capital Management
Maryland
$4K -$4K -140 -50%
TFO
781
Tarbox Family Office
California
$4K -$98 -4 -2%
GBBWRPM
782
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K – – –
ST
783
Smithfield Trust
Pennsylvania
$4K – – –
WA
784
WealthTrust-Arizona
Arizona
$4K +$54 +2 +1%
ECM
785
Elgethun Capital Management
South Dakota
$4K +$4K +140 New
WIM
786
Westside Investment Management
California
$3.01K +$3.01K +119 New
CAL
787
Capital Advisors Ltd
Ohio
$3K – – –
NR
788
Newfound Research
Massachusetts
$3K +$115 +4 +4%
AA
789
Apriem Advisors
California
$3K +$3K +102 New
LS
790
Livforsakringsbolaget Skandia
Sweden
$2.29K -$916 -36,171 -29%
AW
791
Alpha Windward
Massachusetts
$2K -$19.5K -956 -91%
TCM
792
Tradewinds Capital Management
Washington
$2K – – –
ADL
793
Asset Dedication LLC
California
$2K – – –
RI
794
Redwood Investments
Massachusetts
$1K -$10.8M -464,855 -100%
PRS
795
Pinkerton Retirement Specialists
Idaho
$1K -$122 -5 -11%
CFN
796
Cordasco Financial Network
Florida
$1K – – –
BFM
797
Boothbay Fund Management
New York
$970 +$480 +18,971 +98%
WOC
798
West Oak Capital
California
$568 – – –
Arrowstreet Capital
799
Arrowstreet Capital
Massachusetts
– -$213M -8,961,935 Closed
MTB
800
Mizuho Trust & Banking
Japan
– -$50.4M -2,121,052 Closed
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