Exelon Corporation
EXCU
EXCU was delisted on the 31st of May, 2017.
42 hedge funds and large institutions have $2.34B invested in Exelon Corporation in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 11 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
148% more capital invested
Capital invested by funds: $945M → $2.34B (+$1.4B)
11% less funds holding
Funds holding: 47 → 42 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$23.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.6M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$7.67M |
| 4 |
ClearBridge Investments
New York
|
+$6.8M |
| 5 |
KG
Killen Group
Berwyn,
Pennsylvania
|
+$5.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$14.6M |
| 4 |
ACM
Advent Capital Management
New York
|
-$9.08M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
51
Regions Financial Corp
Birmingham,
Alabama
| – | -$450K | -8,860 | Closed |
|
|
SB
52
Suntrust Banks
Atlanta,
Georgia
| – | -$414K | -8,160 | Closed |
|
53
KeyBank National Association
Cleveland,
Ohio
| – | -$374K | -7,360 | Closed |
|
EXCU Hedge Fund Activity: Q4 2014 in Review
42 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Exelon Corporation (EXCU) for Q4 2014, worth a combined $2.34B — up 148% from $945M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of EXCU and 8 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 20 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $23.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $25.3M sold.
- 42 institutional investors held Exelon Corporation (EXCU) as of Q4 2014, down from 47 in Q3 2014.
- Funds reported $2.34B of Exelon Corporation stock for Q4 2014, up 148% quarter-over-quarter.
- 8 funds opened new Exelon Corporation positions in Q4 2014 and 11 closed out, a net change of -3 holders.
- The largest Exelon Corporation buyer in Q4 2014 was Massachusetts Financial Services, an estimated $23.6M added.
- The largest Exelon Corporation seller in Q4 2014 was Wellington Management Group, an estimated $25.3M sold.
Based on aggregated 13F filings for Q4 2014.