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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
AIG
176
American International Group
New York
$10.8M -$825K -30,858 -7%
NI
177
Numeric Investors
Massachusetts
$10.4M +$6.2M +231,891 +150%
PAM
178
Panagora Asset Management
Massachusetts
$10.3M -$2.93M -109,556 -22%
TPSF
179
Texas Permanent School Fund
Texas
$10M +$220K +8,220 +2%
BA
180
Boston Advisors
Massachusetts
$9.89M -$755K -28,240 -7%
Comerica Bank
181
Comerica Bank
Texas
$9.85M +$233K +8,723 +3%
RC
182
RegentAtlantic Capital
New Jersey
$9.62M +$1.39M +51,881 +17%
FAF
183
Fjarde Ap-fonden
Sweden
$9.59M +$1.04M +38,975 +12%
SIP
184
Stoneridge Investment Partners
Pennsylvania
$9.58M -$639K -23,904 -6%
SCM
185
Sterling Capital Management
North Carolina
$9.23M -$639K -23,890 -7%
CIP
186
Chartwell Investment Partners
Pennsylvania
$9.11M +$415K +15,520 +5%
SAM
187
Shell Asset Management
Netherlands
$8.91M -$539K -20,159 -6%
HIMCH
188
Hartford Investment Management Co (HIMCO)
Connecticut
$8.86M +$340K +12,712 +4%
AIA
189
Affinity Investment Advisors
California
$8.84M -$23.9K -893 -0.3%
ACC
190
Accident Compensation Corp
New Zealand
$8.81M -$199K -7,434 -2%
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$8.48M -$331K -12,357 -4%
SAM
192
Securian Asset Management
Minnesota
$8.42M +$389K +14,551 +5%
JIR
193
James Investment Research
Ohio
$8.34M -$499K -18,659 -6%
Stifel Financial
194
Stifel Financial
Missouri
$8.3M +$251K +9,379 +3%
NMIMC
195
Northwestern Mutual Investment Management Company
Wisconsin
$8.11M +$103K +3,837 +1%
B
196
BP
United Kingdom
$7.98M +$3.82M +143,004 +93%
BB
197
Busey Bank
Illinois
$7.89M -$201K -7,522 -2%
DA
198
Denali Advisors
California
$7.86M +$3.13M +117,207 +67%
WA
199
Wasatch Advisors
Utah
$7.86M +$479K +17,914 +7%
OTPPB
200
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.86M -$439K -16,397 -5%

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.