Exelon
EXC
867 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, 312 reducing their positions, and 47 closing their positions.
200% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 47
47% more call options, than puts
Call options by funds: $168M | Put options by funds: $115M
11% more funds holding
Funds holding: 781 → 867 (+86)
5% more capital invested
Capital invested by funds: $28.2B → $29.7B (+$1.47B)
0.75% more ownership
Funds ownership: 109.37% → 110.13% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
3% less repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 312
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$251M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$200M |
| 3 |
CGI
CI Global Investments
Oakland,
California
|
+$147M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$135M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$691M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$136M |
| 3 |
BlackRock
New York
|
-$126M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$112M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$55.6M |
EXC Hedge Fund Activity: Q4 2017 in Review
867 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2017, worth a combined $29.7B — up 5.2% from $28.2B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new EXC positions and 47 closed out — a net gain of 94 holders — while 303 added to existing stakes and 312 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $251M. The largest seller was T. Rowe Price Associates, cutting an estimated $691M.
- 867 institutional investors held Exelon (EXC) as of Q4 2017, up from 781 in Q3 2017.
- Funds reported $29.7B of Exelon stock for Q4 2017, up 5.2% quarter-over-quarter.
- 141 funds opened new Exelon positions in Q4 2017 and 47 closed out, a net change of +94 holders.
- The largest Exelon buyer in Q4 2017 was Fidelity Investments, an estimated $251M added.
- The largest Exelon seller in Q4 2017 was T. Rowe Price Associates, an estimated $691M sold.
Based on aggregated 13F filings for Q4 2017.