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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
PIA
201
Piedmont Investment Advisors
North Carolina
$7.8M +$344K +12,857 +5%
GI
202
Gradient Investments
Minnesota
$7.76M +$126K +4,698 +2%
UIM
203
USS Investment Management
United Kingdom
$7.55M +$892K +33,368 +13%
BSPF
204
British Steel Pension Fund
United Kingdom
$7.53M -$3M -112,160 -29%
Schroder Investment Management Group
205
Schroder Investment Management Group
United Kingdom
$7.41M -$3.51M -131,101 -32%
1832 Asset Management
206
1832 Asset Management
Ontario, Canada
$7.4M +$7.84M +292,937 New
PG
207
Pendal Group
Australia
$7.35M +$4.08M +152,723 +128%
William Blair & Company
208
William Blair & Company
Illinois
$7.16M -$9.6K -359 -0.1%
US Bancorp
209
US Bancorp
Minnesota
$6.78M -$257K -9,623 -4%
URS
210
Utah Retirement Systems
Utah
$6.63M +$240K +8,973 +4%
EIM
211
ExxonMobil Investment Management
Texas
$6.61M -$93.1K -3,481 -1%
ProShare Advisors
212
ProShare Advisors
Maryland
$6.54M +$571K +21,351 +10%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$6.54M -$271K -10,135 -4%
TCM
214
Twin Capital Management
Pennsylvania
$6.46M +$3.15M +117,740 +96%
M&T Bank
215
M&T Bank
New York
$6.37M -$129K -4,834 -2%
HCMT
216
Highland Capital Management (Tennessee)
Tennessee
$6.36M -$188K -7,037 -3%
GHCM
217
Glen Harbor Capital Management
California
$6.23M -$899K -33,606 -13%
CBOA
218
Commonwealth Bank of Australia
Australia
$6.12M +$96.7K +3,614 +2%
ZIG
219
Zurich Insurance Group
Switzerland
$6.04M +$2.03M +75,773 +51%
AAF
220
Andra AP-fonden
Sweden
$6.03M +$435K +16,263 +8%
BIP
221
Brandes Investment Partners
California
$5.95M -$57.2M -2,139,801 -91%
SAM
222
Sompo Asset Management
Japan
$5.95M +$4.17M +155,875 +238%
JGUA
223
John G. Ullman & Associates
New York
$5.91M -$60.9K -2,278 -1%
SBIA
224
Sheaff Brock Investment Advisors
Indiana
$5.9M +$28.3K +1,057 +0.5%
MSV
225
MN Services Vermogensbeheer
Netherlands
$5.73M +$63.7K +2,383 +1%

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.