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EXCU

Exelon Corporation
EXCU

Delisted

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

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53 hedge funds and large institutions have $1.02B invested in Exelon Corporation in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

10% more funds holding

Funds holding: 48 → 53 (+5)

49% less capital invested

Capital invested by funds: $1.98B → $1.02B (-$961M)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$21.9M
2
O
OppenheimerFunds
New York
+$7.6M
3
CAM
Camden Asset Management
California
+$3.89M
4
SIM
SSI Investment Management
California
+$3.52M
5
Invesco
Invesco
Georgia
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
-$11.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.13M
3
EA
Ecofin Advisors
United Kingdom
-$3.43M
4
ACM
Advent Capital Management
New York
-$2.52M
5
KG
Killen Group
Pennsylvania
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
26
Jupiter Asset Management
United Kingdom
$2.66M – – –
Wells Fargo
27
Wells Fargo
California
$2.35M +$482K +10,813 +29%
CWM
28
Calamos Wealth Management
Illinois
$1.87M +$248K +5,560 +17%
Bessemer Group
29
Bessemer Group
New Jersey
$1.72M – – –
LTI
30
Laffer Tengler Investments
Tennessee
$1.49M +$1.36M +30,443 New
JG
31
Jefferies Group
New York
$1.28M +$1.16M +25,914 New
Victory Capital Management
32
Victory Capital Management
Texas
$1.24M -$265K -5,954 -19%
RJA
33
Raymond James & Associates
Florida
$1.13M – – –
CCM
34
Cutler Capital Management
Massachusetts
$850K -$205K -4,600 -21%
SL
35
Summitry LLC
California
$698K +$134K +3,005 +27%
Deutsche Bank
36
Deutsche Bank
Germany
$624K -$4.24K -95 -0.7%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$492K -$148K -3,311 -23%
OIM
38
Orca Investment Management
Oregon
$491K – – –
MSU
39
Mizuho Securities USA
New York
$482K +$437K +9,800 New
CS
40
Credit Suisse
Switzerland
$394K – – –
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$265K -$19.6K -440 -7%
SMC
42
Smith, Moore & Co
Missouri
$206K +$186K +4,175 New
AII
43
AGF Investments Inc
Ontario, Canada
$192K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$147K +$3.03K +68 +2%
DADC
45
D.A. Davidson & Co
Montana
$103K +$53.5K +1,200 +133%
SEI Investments
46
SEI Investments
Pennsylvania
$71K – – –
UBS Group
47
UBS Group
Switzerland
$45K +$10.7K +240 +36%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$25K +$4.46K +100 New
MFS
49
MSI Financial Services
Massachusetts
$16K +$6.91K +155 +94%
AIG
50
American International Group
New York
$12K – – –
1
2
3

EXCU Hedge Fund Activity: Q1 2016 in Review

53 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Exelon Corporation (EXCU) for Q1 2016, worth a combined $1.02B — down 49% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EXCU positions and 3 closed out — a net gain of 5 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $21.9M. The largest seller was Putnam Investments, cutting an estimated $11.4M.

  • 53 institutional investors held Exelon Corporation (EXCU) as of Q1 2016, up from 48 in Q4 2015.
  • Funds reported $1.02B of Exelon Corporation stock for Q1 2016, down 49% quarter-over-quarter.
  • 8 funds opened new Exelon Corporation positions in Q1 2016 and 3 closed out, a net change of +5 holders.
  • The largest Exelon Corporation buyer in Q1 2016 was Massachusetts Financial Services, an estimated $21.9M added.
  • The largest Exelon Corporation seller in Q1 2016 was Putnam Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2016.