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Exelon
EXC

Overview Fund Activity

978 hedge funds and large institutions have $34.7B invested in Exelon in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 337 increasing their positions, 355 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+64
Holders Change %
+7%
% of All Funds
21.83%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.56%
New
142
Increased
337
Reduced
355
Closed
68
Calls
$175M
Puts
$103M
Net Calls
+$71.8M
Net Calls Change
-$62.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.39B
2
Swedbank
2
Swedbank
Sweden
$116M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$290M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.6B
5
LM
5
Luminus Management
Texas
$95.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.2M
2
SOMRS
2
State of Michigan Retirement System
Michigan
$90.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$428M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.29B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1001
SRB Corp
Massachusetts
– -$546K -17,539 Closed
TBNY
1002
Trustco Bank (New York)
New York
– -$527K -16,922 Closed
SEC
1003
Seven Eight Capital
New York
– -$501K -16,094 Closed
ACI
1004
Alpha Cubed Investments
California
– -$484K -15,365 Closed
BCM
1005
Bayesian Capital Management
New York
– -$463K -14,861 Closed
JIM
1006
Jupiter Investment Management
United Kingdom
– -$462K -14,857 Closed
STA
1007
Summit Trail Advisors
New York
– -$382K -12,277 Closed
KFC
1008
Klingenstein Fields & Co
New York
– -$354K -11,356 Closed
PCMC
1009
Paragon Capital Management (Colorado)
Colorado
– -$327K -10,502 Closed
CG
1010
Cutler Group
California
– -$292K -9,378 Closed
HJMC
1011
Hellman Jordan Management Company
Massachusetts
– -$281K -9,039 Closed
PGFC
1012
Peapack-Gladstone Financial Corp
New Jersey
– -$277K -8,903 Closed
HS
1013
HighVista Strategies
Massachusetts
– -$253K -8,132 Closed
CFB
1014
Cullen/Frost Bankers
Texas
– -$240K -7,732 Closed
WP
1015
WealthSource Partners
California
– -$221K -7,091 Closed
TU
1016
TDAM USA
Ontario, Canada
– -$214K -6,875 Closed
DC
1017
Diametric Capital
Massachusetts
– -$214K -6,874 Closed
MIH
1018
Madison Investment Holdings
Wisconsin
– -$208K -6,665 Closed
HB
1019
Homrich & Berg
Georgia
– -$204K -6,552 Closed
RMAM
1020
Raab & Moskowitz Asset Management
New Jersey
– -$178K -5,740 Closed
EDRH
1021
Edmond de Rothschild Holding
Switzerland
– -$153K -4,915 Closed
TPWA
1022
TRUE Private Wealth Advisors
Oregon
– -$152K -4,885 Closed
CPIG
1023
Chicago Partners Investment Group
Illinois
– -$138K -4,378 Closed
PHK
1024
Point72 Hong Kong
Hong Kong
– -$111K -3,567 Closed
IP
1025
Investment Partners
Ohio
– -$212 -3,132 Closed
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