We are live on ! Find out more
EXCU

Exelon Corporation

Delisted

EXCU was delisted on the 31st of May, 2017.

47 hedge funds and large institutions have $2.15B invested in Exelon Corporation in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $843M → $2.15B (+$1.3B)

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

10% less funds holding

Funds holding: 5247 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
20
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.35B -$1.18M -25,685 Closed
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$170M +$6.44M +140,000 +4%
Franklin Resources
3
Franklin Resources
California
$131M +$13.8M +300,000 +11%
Calamos Advisors
4
Calamos Advisors
Illinois
$60.6M -$258K -5,611 -0.4%
Allianz Asset Management
5
Allianz Asset Management
Germany
$59.6M
CAM
6
Camden Asset Management
California
$57.1M +$29.5M +640,657 +96%
Capital Research Global Investors
7
Capital Research Global Investors
California
$50.1M -$32.5M -706,123 -38%
ClearBridge Investments
8
ClearBridge Investments
New York
$37.5M -$1.14M -24,695 -3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$26.5M -$5.18M -112,596 -16%
Capital World Investors
10
Capital World Investors
California
$25.4M -$15.4M -333,900 -36%
PI
11
Putnam Investments
Massachusetts
$24M +$5.09M +110,530 +25%
O
12
OppenheimerFunds
New York
$23.4M +$3.99M +86,617 +16%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$17.7M +$3.13M +68,000 +20%
Invesco
14
Invesco
Georgia
$17.6M +$920K +20,000 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17.4M -$552K -11,997 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$15.6M
KG
17
Killen Group
Pennsylvania
$9.93M +$70.2K +1,525 +0.7%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$9.79M -$63.9K -1,388 -0.6%
ACM
19
Advent Capital Management
New York
$6.71M +$2.3M +50,000 +48%
JAM
20
Jupiter Asset Management
United Kingdom
$6.11M
VanEck Associates
21
VanEck Associates
New York
$5.26M -$455K -9,879 -8%
Goldman Sachs
22
Goldman Sachs
New York
$4.8M
MPM
23
Meritage Portfolio Management
Kansas
$4.24M -$1.16M -25,260 -21%
EA
24
Ecofin Advisors
United Kingdom
$3.7M
Wells Fargo
25
Wells Fargo
California
$2.66M +$752K +16,349 +37%

EXCU Hedge Fund Activity: Q3 2015 in Review

47 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Exelon Corporation (EXCU) for Q3 2015, worth a combined $2.15B — up 155% from $843M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EXCU and 2 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 20 added.

The largest buyer was Camden Asset Management, adding an estimated $29.5M. The largest seller was Capital Research Global Investors, cutting an estimated $32.5M.

  • 47 institutional investors held Exelon Corporation (EXCU) as of Q3 2015, down from 52 in Q2 2015.
  • Funds reported $2.15B of Exelon Corporation stock for Q3 2015, up 155% quarter-over-quarter.
  • 2 funds opened new Exelon Corporation positions in Q3 2015 and 6 closed out, a net change of -4 holders.
  • The largest Exelon Corporation buyer in Q3 2015 was Camden Asset Management, an estimated $29.5M added.
  • The largest Exelon Corporation seller in Q3 2015 was Capital Research Global Investors, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2015.