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Exelon
EXC

Overview Fund Activity

900 hedge funds and large institutions have $32.7B invested in Exelon in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 353 increasing their positions, 311 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+21
Holders Change %
+2.39%
% of All Funds
20.63%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
84
Increased
353
Reduced
311
Closed
55
Calls
$223M
Puts
$90M
Net Calls
+$133M
Net Calls Change
-$6.28M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$475M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$227M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$202M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$82.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$308M
2
Morgan Stanley
Morgan Stanley
New York
-$194M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$144M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$112M
5
Two Sigma Investments
Two Sigma Investments
New York
-$96.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
826
Proficio Capital Partners
Massachusetts
$18K – – –
MBT
827
Monroe Bank & Trust
Michigan
$17K – – –
TIM
828
Tortoise Investment Management
New York
$17K – – –
MFT
829
Moisand Fitzgerald Tamayo
Florida
$17K – – –
SCM
830
Silvant Capital Management
Georgia
$17K +$17K +558 New
EWM
831
Edge Wealth Management
New York
$16K – – –
BL
832
Balentine LLC
Georgia
$16K – – –
THWM
833
Taylor Hoffman Wealth Management
Virginia
$16K – – –
GWS
834
Glassman Wealth Services
Virginia
$16K +$306 +10 +2%
MGIA
835
Moneta Group Investment Advisors
Missouri
$15K -$308K -9,954 -95%
WWM
836
Willingdon Wealth Management
North Carolina
$14K – – –
PS
837
Portfolio Strategies
New York
$14K – – –
CCM
838
Covington Capital Management
California
$13K -$13.1K -432 -50%
BA
839
Ballew Advisors
Mississippi
$13K – – –
ADL
840
Asset Dedication LLC
California
$13K – – –
MSFP
841
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
GFP
842
Gryphon Financial Partners
Ohio
$13K – – –
AWA
843
Acorn Wealth Advisors
Michigan
$13K – – –
CB
844
CNB Bank
Pennsylvania
$13K – – –
MA
845
MCF Advisors
Kentucky
$13K +$90 +3 +0.7%
WT
846
Washington Trust
Rhode Island
$13K +$13K +421 New
WF
847
WealthTrust Fairport
Ohio
$11K – – –
GAM
848
Gemmer Asset Management
California
$11K – – –
BAM
849
Bruderman Asset Management
New York
$10K +$96 +3 +1%
OIA
850
OneDigital Investment Advisors
Kansas
$10K +$92 +3 +0.9%
32 33
34
35 36