We are live on ! Find out more
EXCU

Exelon Corporation

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 4251 (+9)

62% less capital invested

Capital invested by funds: $2.34B → $883M (-$1.46B)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$183M +$22.2M +434,819 +13%
Franklin Resources
2
Franklin Resources
California
$131M
Capital Research Global Investors
3
Capital Research Global Investors
California
$97.3M -$61.2M -1,199,632 -37%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$69.1M -$52.6M -1,030,507 -42%
Calamos Advisors
5
Calamos Advisors
Illinois
$68.7M +$2.45M +48,055 +4%
Capital World Investors
6
Capital World Investors
California
$48.6M
ClearBridge Investments
7
ClearBridge Investments
New York
$44.8M -$929K -18,200 -2%
Federated Hermes
8
Federated Hermes
Pennsylvania
$35M +$11.8M +230,448 +47%
PI
9
Putnam Investments
Massachusetts
$22.4M +$2.5M +48,980 +12%
N
10
Nuveen
North Carolina
$21.6M
O
11
OppenheimerFunds
New York
$21.3M +$18.5M +363,160 +484%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$20.4M +$4.05M +79,426 +23%
Invesco
13
Invesco
Georgia
$19.7M -$4.01M -78,600 -16%
JP Morgan Chase
14
JP Morgan Chase
New York
$17.9M +$4.49M +87,871 +31%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$10.8M +$378K +7,396 +3%
KG
16
Killen Group
Pennsylvania
$10.1M +$5.02M +98,255 +90%
Millennium Management
17
Millennium Management
New York
$9.73M
ACM
18
Advent Capital Management
New York
$7.18M +$7.42M +145,400 New
VanEck Associates
19
VanEck Associates
New York
$7.03M +$1.91M +37,440 +35%
MPM
20
Meritage Portfolio Management
Kansas
$5.98M +$1.99M +39,050 +47%
Goldman Sachs
21
Goldman Sachs
New York
$5.35M -$2.83M -55,503 -34%
EA
22
Ecofin Advisors
United Kingdom
$4.13M +$2.29M +44,780 +112%
TG
23
TCW Group
California
$2.81M +$2.95M +57,700 New
SIM
24
SSI Investment Management
California
$2.54M +$14.8K +290 +0.6%
Bessemer Group
25
Bessemer Group
New Jersey
$1.72M

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.