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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
MUS
776
Mitsubishi UFJ Securities
Japan
$1K
WFI
777
West Family Investments
California
$678 -$1.95M -72,904 -74%
WOC
778
West Oak Capital
California
$603
CT
779
Chicago Trust
Illinois
$414 +$26.3K +983 +7%
ZP
780
Zimmer Partners
New York
-$79.9M -3,105,009 Closed
BGIM
781
Brandywine Global Investment Management
Pennsylvania
-$30.3M -1,176,766 Closed
N
782
Natixis
France
-$23.2M -902,280 Closed
HI
783
Honeywell International
North Carolina
-$12.6M -489,018 Closed
Squarepoint
784
Squarepoint
New York
-$11.3M -439,771 Closed
MWNA
785
Marshall Wace North America
New York
-$6.17M -240,404 Closed
CIM
786
Castleton Investment Management
Connecticut
-$5.04M -195,799 Closed
MSU
787
Mizuho Securities USA
New York
-$5.04M -195,719 Closed
OAM
788
Oxford Asset Management
United Kingdom
-$3.11M -120,981 Closed
WAM
789
Wolverine Asset Management
Illinois
-$3.07M -119,474 Closed
PL
790
Parkwood LLC
Ohio
-$2.83M -110,152 Closed
DPIM
791
Duff & Phelps Investment Management
Illinois
-$2.73M -106,054 Closed
ACM
792
Alethea Capital Management
Washington
-$2.51M -97,711 Closed
BCM
793
BlueCrest Capital Management
Jersey
-$2.29M -88,967 Closed
NIT
794
NumerixS Investment Technologies
British Columbia, Canada
-$1.2M -46,434 Closed
ES
795
Equitec Specialists
Illinois
-$1.14M -44,204 Closed
LP
796
LMR Partners
United Kingdom
-$918K -35,684 Closed
MC
797
Menta Capital
California
-$693K -26,918 Closed
AIM
798
Anchor Investment Management
South Carolina
-$647K -25,149 Closed
CIM
799
CIM Investment Management
Pennsylvania
-$633K -24,590 Closed
SG
800
StoneX Group
New York
-$572K -22,217 Closed

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.