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781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ECP
76
Electron Capital Partners
New York
$61M +$27.5M +1,029,506 +83%
Axa
77
Axa
France
$60.8M +$52.7M +1,970,493 +677%
Asset Management One
78
Asset Management One
Japan
$58.3M +$2.35M +87,890 +4%
O
79
OppenheimerFunds
New York
$53.3M +$129K +4,834 +0.2%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$52.9M -$7.56M -282,626 -13%
KBC Group
81
KBC Group
Belgium
$52.8M +$343K +12,817 +0.7%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$52.4M -$5.17M -193,213 -9%
WRF
83
Waddell & Reed Financial
Kansas
$52.1M -$1.52M -56,711 -3%
DZ Bank
84
DZ Bank
Germany
$51.8M -$945K -35,348 -2%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$51.7M +$51.4M +1,923,123 New
Bank of Nova Scotia
86
Bank of Nova Scotia
Ontario, Canada
$50.2M -$1.59M -59,267 -3%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$49.9M +$289K +10,796 +0.6%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$48.6M +$3.02M +112,982 +7%
CS
89
Credit Suisse
Switzerland
$48.1M -$133M -4,979,869 -74%
ELC
90
Edgar Lomax Company
Virginia
$47.6M -$4.35M -162,490 -8%
USAA
91
United Services Automobile Association
Texas
$43.9M +$22.6M +845,256 +107%
Loomis, Sayles & Company
92
Loomis, Sayles & Company
Massachusetts
$43.5M +$41.3M +1,545,838 +2,081%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$43.1M -$11.7M -438,613 -21%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.5M +$1.81M +67,753 +5%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$39.3M +$9.67M +361,662 +33%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$39.2M -$348K -12,998 -0.9%
MAM
97
Martingale Asset Management
Massachusetts
$38.9M +$9.17M +342,805 +31%
Caisse de Depot et Placement du Quebec (CDPQ)
98
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.5M +$14.5M +542,013 +61%
Skandinaviska Enskilda Banken (SEB)
99
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.5M +$352K +13,179 +0.9%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$36M +$35.8M +1,338,548 New

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.