Exelon
700 hedge funds and large institutions have $25.4B invested in Exelon in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 69 closing their positions.
70% more call options, than puts
Call options by funds: $340M | Put options by funds: $200M
14% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 255
1.04% more ownership
Funds ownership: 114.3% → 115.34% (+1%)
0% less capital invested
Capital invested by funds: $25.6B → $25.4B (-$124M)
4% less funds holding
Funds holding: 731 → 700 (-31)
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
38% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$122M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$120M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.2M |
| 4 |
ClearBridge Investments
New York
|
+$88.1M |
| 5 |
JP Morgan Chase
New York
|
+$85.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$258M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$237M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$104M |
| 4 |
ZP
Zimmer Partners
New York
|
-$79.8M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$64.6M |
EXC Hedge Fund Activity: Q3 2014 in Review
700 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2014, worth a combined $25.4B — down 0.48% from $25.6B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of EXC and 43 opened new positions — a net loss of 26 holders — while 255 trimmed existing stakes and 290 added.
The largest buyer was Goldman Sachs, adding an estimated $122M. The largest seller was Capital Research Global Investors, cutting an estimated $258M.
- 700 institutional investors held Exelon (EXC) as of Q3 2014, down from 731 in Q2 2014.
- Funds reported $25.4B of Exelon stock for Q3 2014, down 0.48% quarter-over-quarter.
- 43 funds opened new Exelon positions in Q3 2014 and 69 closed out, a net change of -26 holders.
- The largest Exelon buyer in Q3 2014 was Goldman Sachs, an estimated $122M added.
- The largest Exelon seller in Q3 2014 was Capital Research Global Investors, an estimated $258M sold.
Based on aggregated 13F filings for Q3 2014.