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EXCU

Exelon Corporation

Delisted

EXCU was delisted on the 31st of May, 2017.

47 hedge funds and large institutions have $2.15B invested in Exelon Corporation in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $843M → $2.15B (+$1.3B)

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

10% less funds holding

Funds holding: 5247 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
20
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Calamos Wealth Management
Illinois
$1.61M +$63.7K +1,385 +4%
Bessemer Group
27
Bessemer Group
New Jersey
$1.54M
Bank of America
28
Bank of America
North Carolina
$1.52M +$942K +20,484 +142%
Victory Capital Management
29
Victory Capital Management
Texas
$1.43M +$4.65K +101 +0.3%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$1.1M
RJA
31
Raymond James & Associates
Florida
$1M
CCM
32
Cutler Capital Management
Massachusetts
$981K +$138K +3,000 +15%
CS
33
Credit Suisse
Switzerland
$677K +$15.5K +336 +2%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$623K +$23.3K +506 +4%
Deutsche Bank
35
Deutsche Bank
Germany
$428K +$111K +2,416 +33%
OIM
36
Orca Investment Management
Oregon
$420K +$8.51K +185 +2%
SL
37
Summitry LLC
California
$334K +$352K +7,650 New
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$256K -$190K -4,137 -41%
Barclays
39
Barclays
United Kingdom
$228K +$244K +5,300 New
AII
40
AGF Investments Inc
Ontario, Canada
$171K
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.5K +$2.51M +54,579 +3%
SEI Investments
42
SEI Investments
Pennsylvania
$63K
TRCT
43
Tower Research Capital (TRC)
New York
$48K -$27.6K -600 -35%
WAM
44
Wolverine Asset Management
Illinois
$45K -$67.3K -1,462 -58%
UBS Group
45
UBS Group
Switzerland
$32K
DADC
46
D.A. Davidson & Co
Montana
$30K +$13.8K +300 +75%
AIG
47
American International Group
New York
$11K
MFS
48
MSI Financial Services
Massachusetts
$3K
TDC
49
Thompson Davis & Co
Virginia
$2K
N
50
Nuveen
North Carolina
$23

EXCU Hedge Fund Activity: Q3 2015 in Review

47 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Exelon Corporation (EXCU) for Q3 2015, worth a combined $2.15B — up 155% from $843M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EXCU and 2 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 20 added.

The largest buyer was Camden Asset Management, adding an estimated $29.5M. The largest seller was Capital Research Global Investors, cutting an estimated $32.5M.

  • 47 institutional investors held Exelon Corporation (EXCU) as of Q3 2015, down from 52 in Q2 2015.
  • Funds reported $2.15B of Exelon Corporation stock for Q3 2015, up 155% quarter-over-quarter.
  • 2 funds opened new Exelon Corporation positions in Q3 2015 and 6 closed out, a net change of -4 holders.
  • The largest Exelon Corporation buyer in Q3 2015 was Camden Asset Management, an estimated $29.5M added.
  • The largest Exelon Corporation seller in Q3 2015 was Capital Research Global Investors, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2015.