Exelon
793 hedge funds and large institutions have $26.8B invested in Exelon in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 310 increasing their positions, 278 reducing their positions, and 53 closing their positions.
71% more call options, than puts
Call options by funds: $208M | Put options by funds: $121M
57% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 53
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
12% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 278
5.6% more ownership
Funds ownership: 107.03% → 112.63% (+5.6%)
5% more capital invested
Capital invested by funds: $25.5B → $26.8B (+$1.39B)
2% more funds holding
Funds holding: 776 → 793 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$254M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$199M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$159M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$146M |
| 5 |
CGI
CI Global Investments
Oakland,
California
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$134M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$48.8M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$47.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$42.7M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$37.8M |
EXC Hedge Fund Activity: Q2 2017 in Review
793 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2017, worth a combined $26.8B — up 5.4% from $25.5B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new EXC positions and 53 closed out — a net gain of 30 holders — while 310 added to existing stakes and 278 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $254M. The largest seller was Capital Research Global Investors, cutting an estimated $134M.
- 793 institutional investors held Exelon (EXC) as of Q2 2017, up from 776 in Q1 2017.
- Funds reported $26.8B of Exelon stock for Q2 2017, up 5.4% quarter-over-quarter.
- 83 funds opened new Exelon positions in Q2 2017 and 53 closed out, a net change of +30 holders.
- The largest Exelon buyer in Q2 2017 was Massachusetts Financial Services, an estimated $254M added.
- The largest Exelon seller in Q2 2017 was Capital Research Global Investors, an estimated $134M sold.
Based on aggregated 13F filings for Q2 2017.