Exelon Corporation
EXCU
EXCU was delisted on the 31st of May, 2017.
52 hedge funds and large institutions have $843M invested in Exelon Corporation in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 51 → 52 (+1)
5% less capital invested
Capital invested by funds: $883M → $843M (-$40.1M)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$66.3M |
| 2 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$32.4M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$4.37M |
| 4 |
O
OppenheimerFunds
New York
|
+$4.27M |
| 5 |
Citigroup
New York
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$7.11M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$4.08M |
| 4 |
ACM
Advent Capital Management
New York
|
-$2.04M |
| 5 |
ClearBridge Investments
New York
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
51
American International Group
New York
| $11.3K | – | – | – |
|
|
MFS
52
MSI Financial Services
Springfield,
Massachusetts
| $3K | – | – | – |
|
|
TDC
53
Thompson Davis & Co
Richmond,
Virginia
| $2K | – | – | – |
|
|
N
54
Nuveen
Charlotte,
North Carolina
| $23 | – | – | – |
|
|
VKH
55
Virtu KCG Holdings
New York
| – | -$256K | -5,250 | Closed |
|
56
Barclays
London,
United Kingdom
| – | -$168K | -3,518 | Closed |
|
|
FNBT
57
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$5K | -110 | Closed |
|
EXCU Hedge Fund Activity: Q2 2015 in Review
52 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Exelon Corporation (EXCU) for Q2 2015, worth a combined $843M — down 4.5% from $883M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EXCU positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $66.3M. The largest seller was Fidelity Investments, cutting an estimated $52.6M.
- 52 institutional investors held Exelon Corporation (EXCU) as of Q2 2015, up from 51 in Q1 2015.
- Funds reported $843M of Exelon Corporation stock for Q2 2015, down 4.5% quarter-over-quarter.
- 4 funds opened new Exelon Corporation positions in Q2 2015 and 3 closed out, a net change of +1 holder.
- The largest Exelon Corporation buyer in Q2 2015 was Allianz Asset Management, an estimated $66.3M added.
- The largest Exelon Corporation seller in Q2 2015 was Fidelity Investments, an estimated $52.6M sold.
Based on aggregated 13F filings for Q2 2015.