Exelon
731 hedge funds and large institutions have $25.6B invested in Exelon in 2014 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 229 increasing their positions, 295 reducing their positions, and 38 closing their positions.
147% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 38
20% more capital invested
Capital invested by funds: $21.2B → $25.6B (+$4.33B)
19% more call options, than puts
Call options by funds: $254M | Put options by funds: $214M
10.87% more ownership
Funds ownership: 103.43% → 114.3% (+11%)
8% more funds holding
Funds holding: 680 → 731 (+51)
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
22% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 295
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$583M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$506M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$371M |
| 4 |
JP Morgan Chase
New York
|
+$300M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$226M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$291M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$291M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$222M |
| 4 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$128M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$111M |
EXC Hedge Fund Activity: Q2 2014 in Review
731 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2014, worth a combined $25.6B — up 20% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new EXC positions and 38 closed out — a net gain of 56 holders — while 229 added to existing stakes and 295 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $583M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $291M.
- 731 institutional investors held Exelon (EXC) as of Q2 2014, up from 680 in Q1 2014.
- Funds reported $25.6B of Exelon stock for Q2 2014, up 20% quarter-over-quarter.
- 94 funds opened new Exelon positions in Q2 2014 and 38 closed out, a net change of +56 holders.
- The largest Exelon buyer in Q2 2014 was Goldman Sachs, an estimated $583M added.
- The largest Exelon seller in Q2 2014 was Hotchkis & Wiley Capital Management, an estimated $291M sold.
Based on aggregated 13F filings for Q2 2014.