Exelon Corporation
EXCU
EXCU was delisted on the 31st of May, 2017.
48 hedge funds and large institutions have $1.98B invested in Exelon Corporation in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
2% more funds holding
Funds holding: 47 → 48 (+1)
8% less capital invested
Capital invested by funds: $2.15B → $1.98B (-$168M)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$58.7M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.05M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.93M |
| 4 |
Barclays
London,
United Kingdom
|
+$3.39M |
| 5 |
Goldman Sachs
New York
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$22.8M |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
-$11.4M |
| 3 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$7.56M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$6.24M |
| 5 |
O
OppenheimerFunds
New York
|
-$2.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Creative Planning
Overland Park,
Kansas
| $2K | +$2.21K | +53 | New |
|
|
N
52
Nuveen
Charlotte,
North Carolina
| $16 | – | – | – |
|
53
Wellington Management Group
Boston,
Massachusetts
| – | -$1.1M | -25,300 | Closed |
|
EXCU Hedge Fund Activity: Q4 2015 in Review
48 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Exelon Corporation (EXCU) for Q4 2015, worth a combined $1.98B — down 7.8% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EXCU positions and 1 closed out — a net gain of 1 holder — while 15 added to existing stakes and 19 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $58.7M. The largest seller was Capital Research Global Investors, cutting an estimated $22.8M.
- 48 institutional investors held Exelon Corporation (EXCU) as of Q4 2015, up from 47 in Q3 2015.
- Funds reported $1.98B of Exelon Corporation stock for Q4 2015, down 7.8% quarter-over-quarter.
- 2 funds opened new Exelon Corporation positions in Q4 2015 and 1 closed out, a net change of +1 holder.
- The largest Exelon Corporation buyer in Q4 2015 was Massachusetts Financial Services, an estimated $58.7M added.
- The largest Exelon Corporation seller in Q4 2015 was Capital Research Global Investors, an estimated $22.8M sold.
Based on aggregated 13F filings for Q4 2015.