EXC icon

Exelon
EXC

Overview Fund Activity

916 hedge funds and large institutions have $34B invested in Exelon in 2021 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 328 increasing their positions, 326 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
16.13%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
100
Increased
328
Reduced
326
Closed
87
Calls
$217M
Puts
$113M
Net Calls
+$104M
Net Calls Change
+$13.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$200M
2
Capital International Investors
Capital International Investors
California
+$161M
3
Citadel Advisors
Citadel Advisors
Florida
+$148M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$136M
5
Norges Bank
Norges Bank
Norway
+$94M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$124M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$106M
4
LSV Asset Management
LSV Asset Management
Illinois
-$103M
5
Invesco
Invesco
Georgia
-$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
426
AssetMark Inc
California
$784K -$176K -5,652 -18%
FMBTD
427
First Midwest Bank Trust Division
Illinois
$780K -$32.6K -1,045 -4%
Twin Tree Management
428
Twin Tree Management
Texas
$778K -$1.55M -49,792 -67%
IAA
429
Independent Advisor Alliance
North Carolina
$776K -$12.5K -402 -2%
CAM
430
Campion Asset Management
Virginia
$771K +$771K +24,728 New
LP
431
LMR Partners
United Kingdom
$767K +$767K +24,570 New
CPO
432
Cerity Partners OCIO
New York
$759K +$51K +1,636 +7%
AWA
433
AmeriServ Wealth Advisors
Pennsylvania
$758K +$127K +4,071 +20%
FTDI
434
First Trust Direct Indexing
Massachusetts
$757K +$57K +1,828 +8%
LDFR
435
Lehman & Derafelo Financial Resources
Pennsylvania
$756K – – –
SFI
436
Siemens Fonds Invest
Germany
$742K +$171K +5,479 +30%
AT
437
Arden Trust
Delaware
$741K +$99.9K +3,199 +16%
LIM
438
Longfellow Investment Management
Massachusetts
$724K -$108K -3,449 -13%
SNT
439
Security National Trust
West Virginia
$719K +$4.59K +147 +0.6%
FMT
440
First Mercantile Trust
Tennessee
$711K -$286K -9,168 -29%
AG
441
AIA Group
Hong Kong
$703K +$242K +7,752 +52%
HI
442
Harbour Investments
Wisconsin
$689K +$689K +22,070 New
BOPW
443
Brandywine Oak Private Wealth
Pennsylvania
$686K +$28.9K +927 +4%
GWM
444
Geneos Wealth Management
Colorado
$682K +$448 +14 +0.1%
MFP
445
Meridian Financial Partners
Virginia
$682K +$59.2K +1,814 +10%
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$674K -$4.99K -160 -0.7%
PCM
447
Prelude Capital Management
New York
$669K +$669K +21,453 New
ACM
448
Azimuth Capital Management
Michigan
$661K -$109K -3,505 -14%
WCA
449
Westover Capital Advisors
Delaware
$653K -$24.7K -793 -4%
PA
450
Pinnacle Associates
New York
$651K -$16.5K -528 -2%
16 17
18
19 20