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Exelon
EXC

Overview Fund Activity

866 hedge funds and large institutions have $29.7B invested in Exelon in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 303 increasing their positions, 311 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+86
Holders Change %
+11.03%
% of All Funds
19.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
141
Increased
303
Reduced
311
Closed
47
Calls
$168M
Puts
$115M
Net Calls
+$53.6M
Net Calls Change
-$49.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.38B
2
Fidelity International
2
Fidelity International
Bermuda
$366M
3
CGI
3
CI Global Investments
California
$356M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$133M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$598M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$519M
2
Franklin Resources
2
Franklin Resources
California
$299M
3
BlackRock
3
BlackRock
New York
$2.79B
4
Deutsche Bank
4
Deutsche Bank
Germany
$112M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
801
TrueWealth LLC
Georgia
$16K +$16K +557 New
MBT
802
Monroe Bank & Trust
Michigan
$16K +$16K +561 New
MFT
803
Moisand Fitzgerald Tamayo
Florida
$15K – – –
GWS
804
Glassman Wealth Services
Virginia
$15K +$1.45K +50 +11%
PCP
805
Proficio Capital Partners
Massachusetts
$15K +$1.8K +62 +14%
THWM
806
Taylor Hoffman Wealth Management
Virginia
$15K +$15K +543 New
EWM
807
Edge Wealth Management
New York
$14K – – –
BWA
808
BDO Wealth Advisors
Florida
$13K – – –
GFP
809
Gryphon Financial Partners
Ohio
$13K +$13K +447 New
MSA
810
Marino Stram & Associates
Massachusetts
$13K +$13K +447 New
MSFP
811
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
MA
812
MCF Advisors
Kentucky
$12K +$85 +3 +0.7%
CB
813
CNB Bank
Pennsylvania
$12K +$12K +421 New
RAM
814
Riggs Asset Management
Pennsylvania
$12K +$12K +421 New
AWA
815
Acorn Wealth Advisors
Michigan
$12K +$12K +422 New
GAM
816
Gemmer Asset Management
California
$11K – – –
BWM
817
Baystate Wealth Management
Massachusetts
$11K +$11K +407 New
NCM
818
Northstar Capital Management
New York
$10K +$10K +351 New
MPWT
819
MassMutual Private Wealth & Trust
Connecticut
$8.75K -$58.7K -2,086 -87%
AP
820
Atwood & Palmer
Missouri
$8K – – –
CWM
821
Catamount Wealth Management
Connecticut
$8K – – –
AF
822
Arrow Financial
New York
$8K – – –
ECM
823
Exchange Capital Management
Michigan
$8K – – –
DOA
824
D'Orazio & Associates
Virginia
$8K +$82 +3 +1%
ADL
825
Asset Dedication LLC
California
$8K +$5.43K +190 +211%
31 32
33
34 35