Exelon Corporation
EXCU
EXCU was delisted on the 31st of May, 2017.
43 hedge funds and large institutions have $1.02B invested in Exelon Corporation in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 7 closing their positions.
7% more capital invested
Capital invested by funds: $950M → $1.02B (+$67.1M)
7% less funds holding
Funds holding: 46 → 43 (-3)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$33.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$28.7M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$9.75M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
+$8.24M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$21.1M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$10.4M |
| 3 |
Goldman Sachs
New York
|
-$5.6M |
| 4 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$4.85M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
51
D.A. Davidson & Co
Great Falls,
Montana
| – | -$23K | -500 | Closed |
|
52
Morgan Stanley
New York
| – | -$4K | -80 | Closed |
|
EXCU Hedge Fund Activity: Q4 2016 in Review
43 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Exelon Corporation (EXCU) for Q4 2016, worth a combined $1.02B — up 7.1% from $950M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EXCU and 4 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 11 added.
The largest buyer was Camden Asset Management, adding an estimated $33.4M. The largest seller was AQR Arbitrage, cutting an estimated $21.1M.
- 43 institutional investors held Exelon Corporation (EXCU) as of Q4 2016, down from 46 in Q3 2016.
- Funds reported $1.02B of Exelon Corporation stock for Q4 2016, up 7.1% quarter-over-quarter.
- 4 funds opened new Exelon Corporation positions in Q4 2016 and 7 closed out, a net change of -3 holders.
- The largest Exelon Corporation buyer in Q4 2016 was Camden Asset Management, an estimated $33.4M added.
- The largest Exelon Corporation seller in Q4 2016 was AQR Arbitrage, an estimated $21.1M sold.
Based on aggregated 13F filings for Q4 2016.