We are live on ! Find out more

915 hedge funds and large institutions have $33.5B invested in Exelon in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 337 increasing their positions, 345 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $212M | Put options by funds: $78M

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

40% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 55

2% more funds holding

Funds holding: 901915 (+14)

3% more capital invested

Capital invested by funds: $32.7B → $33.5B (+$851M)

0.23% less ownership

Funds ownership: 111.77%111.54% (-0.23%)

2% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 345

Holders
915
Holders Change
+14
Holders Change %
+1.55%
% of All Funds
20.92%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.39%
New
77
Increased
337
Reduced
345
Closed
55
Calls
$212M
Puts
$78M
Net Calls
+$134M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.38B +$56.5M +1,836,571 +2%
BlackRock
2
BlackRock
New York
$3.14B -$1.03M -33,336 -0%
State Street
3
State Street
Massachusetts
$2.51B +$34.9M +1,132,914 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.8B -$325M -10,553,417 -15%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.36B -$7.45M -242,085 -0.5%
Invesco
6
Invesco
Georgia
$866M -$76.4M -2,483,599 -8%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$840M +$88.4M +2,873,132 +12%
AQR Capital Management
8
AQR Capital Management
Connecticut
$813M -$232M -7,536,319 -22%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$610M -$73.1M -2,374,815 -11%
Bank of America
10
Bank of America
North Carolina
$578M -$56.9M -1,849,294 -9%
LSV Asset Management
11
LSV Asset Management
Illinois
$575M +$24.2M +785,594 +4%
Goldman Sachs
12
Goldman Sachs
New York
$531M -$49.1M -1,596,623 -9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$517M +$29.8M +967,064 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$516M +$7.36M +239,285 +1%
Northern Trust
15
Northern Trust
Illinois
$499M -$4.98M -161,837 -1%
Capital International Investors
16
Capital International Investors
California
$485M +$110M +3,576,048 +30%
Fidelity International
17
Fidelity International
Bermuda
$410M -$6.76M -219,713 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$335M +$56.7M +1,841,966 +21%
Jennison Associates
19
Jennison Associates
New York
$321M +$6.6M +214,319 +2%
Capital Research Global Investors
20
Capital Research Global Investors
California
$320M -$472M -15,333,433 -60%
Franklin Resources
21
Franklin Resources
California
$304M +$3.28M +106,457 +1%
Norges Bank
22
Norges Bank
Norway
$301M
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$293M +$9.44M +306,612 +3%
Man Group
24
Man Group
United Kingdom
$266M +$186M +6,059,508 +243%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$264M -$14.4M -467,746 -5%

EXC Hedge Fund Activity: Q3 2018 in Review

915 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2018, worth a combined $33.5B — up 2.6% from $32.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EXC positions and 55 closed out — a net gain of 22 holders — while 337 added to existing stakes and 345 trimmed.

The largest buyer was Man Group, adding an estimated $186M. The largest seller was Capital Research Global Investors, cutting an estimated $472M.

  • 915 institutional investors held Exelon (EXC) as of Q3 2018, up from 901 in Q2 2018.
  • Funds reported $33.5B of Exelon stock for Q3 2018, up 2.6% quarter-over-quarter.
  • 77 funds opened new Exelon positions in Q3 2018 and 55 closed out, a net change of +22 holders.
  • The largest Exelon buyer in Q3 2018 was Man Group, an estimated $186M added.
  • The largest Exelon seller in Q3 2018 was Capital Research Global Investors, an estimated $472M sold.

Based on aggregated 13F filings for Q3 2018.