Exelon Corporation
EXCU
EXCU was delisted on the 31st of May, 2017.
51 hedge funds and large institutions have $883M invested in Exelon Corporation in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
21% more funds holding
Funds holding: 42 → 51 (+9)
62% less capital invested
Capital invested by funds: $2.34B → $883M (-$1.46B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$22.2M |
| 2 |
O
OppenheimerFunds
New York
|
+$18.5M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$11.8M |
| 4 |
ACM
Advent Capital Management
New York
|
+$7.42M |
| 5 |
KG
Killen Group
Berwyn,
Pennsylvania
|
+$5.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$61.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$4.01M |
| 4 |
Goldman Sachs
New York
|
-$2.83M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TDC
51
Thompson Davis & Co
Richmond,
Virginia
| $3K | -$6.89K | -135 | -71% |
|
|
MFS
52
MSI Financial Services
Springfield,
Massachusetts
| $3K | – | – | – |
|
53
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
54
Allianz Asset Management
Munich,
Germany
| – | -$2.11M | -40,000 | Closed |
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$19K | -360 | Closed |
|
EXCU Hedge Fund Activity: Q1 2015 in Review
51 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Exelon Corporation (EXCU) for Q1 2015, worth a combined $883M — down 62% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EXCU positions and 2 closed out — a net gain of 9 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $22.2M. The largest seller was Capital Research Global Investors, cutting an estimated $61.2M.
- 51 institutional investors held Exelon Corporation (EXCU) as of Q1 2015, up from 42 in Q4 2014.
- Funds reported $883M of Exelon Corporation stock for Q1 2015, down 62% quarter-over-quarter.
- 11 funds opened new Exelon Corporation positions in Q1 2015 and 2 closed out, a net change of +9 holders.
- The largest Exelon Corporation buyer in Q1 2015 was Massachusetts Financial Services, an estimated $22.2M added.
- The largest Exelon Corporation seller in Q1 2015 was Capital Research Global Investors, an estimated $61.2M sold.
Based on aggregated 13F filings for Q1 2015.