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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
Retirement Systems of Alabama
151
Retirement Systems of Alabama
Alabama
$17.5M +$629K +23,507 +4%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$17.5M +$3M +112,254 +21%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$17.2M +$256K +9,577 +2%
VE
154
Vega Energy
New York
$17M
State of New Jersey Common Pension Fund D
155
State of New Jersey Common Pension Fund D
New Jersey
$16.4M
Baillie Gifford & Co
156
Baillie Gifford & Co
United Kingdom
$15.4M +$122K +4,546 +0.8%
PP
157
Prudential plc
United Kingdom
$14.6M -$1.24M -46,489 -8%
HCM
158
Highbridge Capital Management
New York
$14.5M -$7.36M -275,151 -34%
HAI
159
Hennessy Advisors Inc
California
$14.2M -$787K -29,442 -5%
HA
160
Heartland Advisors
Wisconsin
$14.1M +$18.6K +697 +0.1%
SCM
161
SKBA Capital Management
California
$13.9M -$41.2K -1,542 -0.3%
ASRS
162
Arizona State Retirement System
Arizona
$13.7M +$5.04M +188,369 +59%
Toronto Dominion Bank
163
Toronto Dominion Bank
Ontario, Canada
$13.7M -$40.9M -1,527,737 -75%
CPP
164
Crow Point Partners
Massachusetts
$13.7M +$11.2M +420,600 +455%
NIPH
165
NN Investment Partners Holdings
Netherlands
$13.6M +$5.93M +221,870 +78%
WCM
166
Wedge Capital Management
North Carolina
$12.8M +$56.4K +2,109 +0.4%
DCM
167
Dupont Capital Management
Delaware
$12.7M -$659K -24,640 -5%
WI
168
Wafra Inc
New York
$12.3M
Grantham, Mayo, Van Otterloo & Co (GMO)
169
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.6M +$11M +411,627 +2,175%
PHS
170
Pekin Hardy Strauss
Illinois
$11.3M -$660K -24,677 -6%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$11.1M +$356K +13,319 +3%
SOMRS
172
State of Michigan Retirement System
Michigan
$11M -$491K -18,367 -4%
Robeco Institutional Asset Management
173
Robeco Institutional Asset Management
Netherlands
$11M +$1.4M +52,442 +15%
Verition Fund Management
174
Verition Fund Management
Connecticut
$10.9M +$10.9M +407,414 New
CGH
175
Crossmark Global Holdings
Texas
$10.8M +$10.8M +402,084 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.