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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
HCM
101
Huber Capital Management
California
$34.2M -$5.43M -202,869 -14%
FIM
102
Foresters Investment Management
New York
$33M +$90K +3,365 +0.3%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$32.7M +$9.83M +367,644 +43%
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$32.5M +$6.61M +247,156 +26%
NFA
105
Nationwide Fund Advisors
Ohio
$32.3M +$111K +4,162 +0.3%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$31.7M +$1.46M +54,580 +5%
Victory Capital Management
107
Victory Capital Management
Texas
$31.2M +$23.1M +863,219 +291%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$30.8M +$584K +21,842 +2%
BAPIM
109
British Airways Pensions Investment Management
United Kingdom
$30.7M -$948K -35,458 -3%
National Pension Service
110
National Pension Service
South Korea
$30.4M +$1.24M +46,435 +4%
CC
111
Carlson Capital
Texas
$29.5M +$29.4M +1,098,084 New
UBS Group
112
UBS Group
Switzerland
$28.2M +$14.6M +546,892 +109%
SO
113
STRS Ohio
Ohio
$28.2M -$375K -14,028 -1%
SFM
114
Systematic Financial Management
New Jersey
$27.4M -$5.81M -217,373 -18%
Calamos Advisors
115
Calamos Advisors
Illinois
$27M +$42.4K +1,584 +0.2%
AG
116
Aperio Group
California
$26.9M +$3.82M +142,775 +17%
American Century Companies
117
American Century Companies
Missouri
$26.6M -$1.13M -42,429 -4%
CCMH
118
Cornerstone Capital Management Holdings
New York
$26M +$2.79M +104,368 +12%
AGA
119
Altrinsic Global Advisors
Connecticut
$25.6M -$65.4K -2,445 -0.3%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.1M +$1.09M +40,737 +5%
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.5M +$20.4M +763,752 +521%
DIA
122
Dana Investment Advisors
Wisconsin
$24.3M -$704K -26,325 -3%
Barclays
123
Barclays
United Kingdom
$24.2M +$626K +23,394 +3%
VRS
124
Virginia Retirement Systems
Virginia
$24.2M
LM
125
Luminus Management
Texas
$24.2M -$63.7M -2,383,400 -73%

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.