Exelon
725 hedge funds and large institutions have $19.2B invested in Exelon in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 80 closing their positions.
82% more call options, than puts
Call options by funds: $230M | Put options by funds: $127M
6% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 268
3% less funds holding
Funds holding: 745 → 725 (-20)
6% less capital invested
Capital invested by funds: $20.5B → $19.2B (-$1.29B)
6.83% less ownership
Funds ownership: 112.73% → 105.9% (-6.8%)
11% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 80
38% less funds holding in top 10
Funds holding in top 10: 16 → 10 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$135M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$126M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$124M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.4M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$89.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$252M |
| 2 |
JP Morgan Chase
New York
|
-$252M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$191M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$100M |
| 5 |
Morgan Stanley
New York
|
-$89.8M |
EXC Hedge Fund Activity: Q4 2015 in Review
725 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2015, worth a combined $19.2B — down 6.3% from $20.5B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of EXC and 71 opened new positions — a net loss of 9 holders — while 268 trimmed existing stakes and 283 added.
The largest buyer was Vanguard Group, adding an estimated $135M. The largest seller was T. Rowe Price Associates, cutting an estimated $252M.
- 725 institutional investors held Exelon (EXC) as of Q4 2015, down from 745 in Q3 2015.
- Funds reported $19.2B of Exelon stock for Q4 2015, down 6.3% quarter-over-quarter.
- 71 funds opened new Exelon positions in Q4 2015 and 80 closed out, a net change of -9 holders.
- The largest Exelon buyer in Q4 2015 was Vanguard Group, an estimated $135M added.
- The largest Exelon seller in Q4 2015 was T. Rowe Price Associates, an estimated $252M sold.
Based on aggregated 13F filings for Q4 2015.