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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
RCAMU
801
Rothschild & Co Asset Management US
Connecticut
-$452K -17,567 Closed
MLIC
802
Mandatum Life Insurance Company
Finland
-$431K -16,741 Closed
CG
803
Clinton Group
New York
-$371K -14,413 Closed
MYLI
804
Meiji Yasuda Life Insurance
Japan
-$360K -13,992 Closed
AP
805
Advisors Preferred
Maryland
-$348K -13,521 Closed
GCP
806
GSA Capital Partners
United Kingdom
-$344K -13,360 Closed
BJL
807
Brighton Jones LLC
Washington
-$332K -12,897 Closed
SC
808
Scotia Capital
Ontario, Canada
-$320K -12,433 Closed
GCA
809
Gideon Capital Advisors
New York
-$318K -12,377 Closed
GCC
810
Guardian Capital (Canada)
Ontario, Canada
-$311K -12,098 Closed
FCBT
811
First Citizens Bank & Trust
North Carolina
-$310K -12,063 Closed
HFS
812
HL Financial Services
Kentucky
-$282K -10,952 Closed
ZIM
813
Zacks Investment Management
Illinois
-$272K -10,577 Closed
AA
814
Ancora Advisors
Ohio
-$242K -9,409 Closed
BWM
815
Bernicke Wealth Management
Wisconsin
-$242K -9,388 Closed
WKWM
816
Walter & Keenan Wealth Management
Indiana
-$227K -8,833 Closed
UAS
817
United Asset Strategies
New York
-$212K -8,258 Closed
BP
818
Ballentine Partners
Massachusetts
-$205K -7,781 Closed
CWP
819
Capital Wealth Planning
Florida
-$166K -6,458 Closed
PFPT
820
Pinnacle Financial Partners (Tennessee)
Tennessee
-$162K -6,309 Closed
MLFP
821
MPS Loria Financial Planners
Illinois
-$167K -6,184 Closed
CGT
822
Capital Guardian Trust
California
-$112K -4,346 Closed
VWA
823
V Wealth Advisors
Kansas
-$111K -4,346 Closed
ST
824
Spot Trading
Illinois
-$47.2K -1,765 Closed
AIM
825
Acrospire Investment Management
Illinois
-$43K -1,682 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.