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Exelon
EXC

Overview Fund Activity

879 hedge funds and large institutions have $29.6B invested in Exelon in 2018 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 324 increasing their positions, 323 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+13
Holders Change %
+1.5%
% of All Funds
20.17%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
101
Increased
324
Reduced
323
Closed
80
Calls
$240M
Puts
$101M
Net Calls
+$139M
Net Calls Change
+$85.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$485M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.22B
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.93B
4
AQR Capital Management
AQR Capital Management
Connecticut
$733M
5
Goldman Sachs
Goldman Sachs
New York
$485M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$245M
2
CGI
CI Global Investments
California
$95.2M
3
Citadel Advisors
Citadel Advisors
Florida
$1.12M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.19B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
926
Coyle Financial Counsel
Illinois
– -$201K -7,161 Closed
CCA
927
Cobblestone Capital Advisors
New York
– -$201K -7,143 Closed
IA
928
IFG Advisory
Georgia
– -$200K -7,142 Closed
VCA
929
Verdence Capital Advisors
Maryland
– -$200K -7,121 Closed
WKWM
930
Walter & Keenan Wealth Management
Indiana
– -$189K -6,730 Closed
AIM
931
Assured Investment Management
New York
– -$172K -6,123 Closed
BEAM
932
Baker Ellis Asset Management
Washington
– -$118K -4,206 Closed
PVH
933
Psagot Value Holdings
Israel
– -$118K -4,206 Closed
DCM
934
Delpha Capital Management
New York
– -$108K -3,832 Closed
LC
935
Landaas & Company
Wisconsin
– -$86K -3,045 Closed
LCM
936
Liberty Capital Management
Michigan
– -$77K -2,804 Closed
PWM
937
Paulson Wealth Management
Illinois
– -$67K -2,399 Closed
IWP
938
Icon Wealth Partners
Texas
– -$64K -2,275 Closed
EWM
939
Evercore Wealth Management
New York
– -$62K -2,198 Closed
TRCT
940
Tower Research Capital (TRC)
New York
– -$52K -1,830 Closed
MIC
941
MU Investments Company
Japan
– -$31K -1,122 Closed
KJWM
942
Kiley Juergens Wealth Management
Washington
– -$30K -1,081 Closed
MIFH
943
Migdal Insurance & Financial Holdings
Israel
– -$30K -1,071 Closed
DPA
944
Delphi Private Advisors
California
– -$29K -1,040 Closed
WWM
945
Wagner Wealth Management
South Carolina
– -$18K -645 Closed
RAM
946
Riggs Asset Management
Pennsylvania
– -$12K -421 Closed
NCM
947
Northstar Capital Management
New York
– -$10K -351 Closed
AF
948
Arrow Financial
New York
– -$8K -301 Closed
ECM
949
Exchange Capital Management
Michigan
– -$8K -287 Closed
SPI
950
Santori & Peters Inc
Pennsylvania
– -$7K -282 Closed
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