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Exelon
EXC

Overview Fund Activity

877 hedge funds and large institutions have $28.5B invested in Exelon in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 298 increasing their positions, 366 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-90
Holders Change %
-9.31%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
68
Increased
298
Reduced
366
Closed
144
Calls
$165M
Puts
$84.5M
Net Calls
+$80.4M
Net Calls Change
-$26.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.46B
2
Invesco
Invesco
Georgia
$1.01B
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$434M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$538M
5
Capital International Investors
Capital International Investors
California
$1.05B

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$304M
2
Goldman Sachs
Goldman Sachs
New York
$143M
3
CC
Covalis Capital
United Kingdom
$0
4
ECP
Electron Capital Partners
New York
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$77.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
426
Advisor Partners
California
$763K -$153K -5,818 -17%
SPC
427
Sigma Planning Corp
Michigan
$755K +$76.1K +2,896 +11%
RFC
428
Regions Financial Corp
Alabama
$752K +$31K +1,181 +4%
KAS
429
Kemnay Advisory Services
New York
$749K +$749K +28,512 New
GI
430
Gradient Investments
Minnesota
$732K +$2.5K +95 +0.3%
BOPW
431
Brandywine Oak Private Wealth
Pennsylvania
$730K -$184K -7,018 -20%
CI
432
Capital International
California
$723K -$429K -16,331 -37%
HT
433
HighTower Trust
Texas
$700K +$129K +4,910 +23%
CQS
434
Credential Qtrade Securities
$693K +$9.74K +371 +1%
NHC
435
Nicholas Hoffman & Company
Georgia
$685K -$5.04K -192 -0.7%
IG
436
ING Group
Netherlands
$684K -$21.7M -826,028 -97%
DADC
437
D.A. Davidson & Co
Montana
$678K -$525 -20 -0.1%
WCA
438
Westover Capital Advisors
Delaware
$675K +$3.57K +136 +0.5%
IAA
439
Independent Advisor Alliance
North Carolina
$675K +$11.1K +421 +2%
WS
440
Wedbush Securities
California
$667K +$302K +11,493 +83%
WFI
441
West Family Investments
California
$663K – – –
CBTWT
442
Community Bank & Trust (Waco, Texas)
Texas
$651K +$51.4K +1,958 +9%
Cetera Investment Advisers
443
Cetera Investment Advisers
Illinois
$648K +$14.1K +537 +2%
HSA
444
HBK Sorce Advisory
Pennsylvania
$639K +$13.4K +509 +2%
XM
445
XTX Markets
New York
$639K +$639K +24,332 New
WIP
446
Wellesley Investment Partners
Massachusetts
$638K -$5.98K -228 -0.9%
LDFR
447
Lehman & Derafelo Financial Resources
Pennsylvania
$636K – – –
SBH
448
Segall Bryant & Hamill
Illinois
$632K -$14.8K -561 -2%
CIM
449
CIM Investment Management
Pennsylvania
$630K +$22.6K +862 +4%
BA
450
Bridgewater Associates
Connecticut
$618K +$618K +23,528 New
16 17
18
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