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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
BlackRock
1
BlackRock
New York
$2.78B +$8.73M +326,261 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.59B -$11.4M -424,596 -0.4%
State Street
3
State Street
Massachusetts
$2.14B +$41.4M +1,546,817 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.04B +$9.95M +372,047 +0.5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.14B -$57.2M -2,136,941 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$894M +$4.52M +168,809 +0.5%
Invesco
7
Invesco
Georgia
$828M +$56.5M +2,114,210 +7%
Capital Research Global Investors
8
Capital Research Global Investors
California
$804M -$330M -12,335,054 -29%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$744M -$34.9M -1,304,356 -4%
AQR Capital Management
10
AQR Capital Management
Connecticut
$463M +$181M +6,767,635 +65%
LSV Asset Management
11
LSV Asset Management
Illinois
$429M +$19.1M +714,725 +5%
Northern Trust
12
Northern Trust
Illinois
$429M +$24.1M +899,826 +6%
Franklin Resources
13
Franklin Resources
California
$413M +$1.34M +50,214 +0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$405M -$11.2M -418,729 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$380M +$17M +636,636 +5%
Wells Fargo
16
Wells Fargo
California
$354M +$10.5M +393,759 +3%
Capital International Investors
17
Capital International Investors
California
$312M +$53.1M +1,984,391 +21%
Goldman Sachs
18
Goldman Sachs
New York
$279M +$58.9M +2,202,884 +27%
Norges Bank
19
Norges Bank
Norway
$277M
Jennison Associates
20
Jennison Associates
New York
$243M +$2.85M +106,654 +1%
Morgan Stanley
21
Morgan Stanley
New York
$220M -$10.2M -382,478 -4%
Deutsche Bank
22
Deutsche Bank
Germany
$212M -$20.8M -778,414 -9%
Legal & General Group
23
Legal & General Group
United Kingdom
$211M +$5.07M +189,726 +2%
APG Asset Management
24
APG Asset Management
Netherlands
$210M +$60M +2,243,481 +40%
PI
25
Putnam Investments
Massachusetts
$208M -$2.71M -101,303 -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.