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Exelon
EXC

Overview Fund Activity

1,062 hedge funds and large institutions have $45.3B invested in Exelon in 2021 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 353 increasing their positions, 322 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+135
Holders Change %
+14.56%
% of All Funds
16.4%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.32%
New
217
Increased
353
Reduced
322
Closed
61
Calls
$270M
Puts
$173M
Net Calls
+$97M
Net Calls Change
-$18.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$310M
2
GQG Partners
GQG Partners
Florida
+$208M
3
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
+$147M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$303M
2
BlackRock
BlackRock
New York
-$268M
3
PG
Pendal Group
Australia
-$168M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
426
Banque Pictet & Cie
Switzerland
$1.19M +$1.19M +28,798 New
HFM
427
Hartford Financial Management
Connecticut
$1.18M +$1.18M +28,741 New
HSA
428
HBK Sorce Advisory
Pennsylvania
$1.18M +$4.7K +114 +0.4%
ISL
429
Ingalls & Snyder LLC
New York
$1.17M -$30.5K -741 -3%
SPC
430
Sigma Planning Corp
Michigan
$1.17M -$8.78K -213 -0.7%
WANY
431
Wealthspire Advisors (New York)
New York
$1.17M +$536K +13,005 +85%
AI
432
Atria Investments
North Carolina
$1.16M +$1.16M +28,249 New
CA
433
Cetera Advisors
Colorado
$1.16M -$93K -2,258 -7%
KF
434
Krilogy Financial
Missouri
$1.12M -$28.9K -701 -3%
AWA
435
AmeriServ Wealth Advisors
Pennsylvania
$1.09M +$8.28K +201 +0.8%
CPO
436
Cerity Partners OCIO
New York
$1.09M +$37.2K +903 +4%
MML Investors Services
437
MML Investors Services
Massachusetts
$1.08M -$288 -7 -0%
IAA
438
Independent Advisor Alliance
North Carolina
$1.08M -$267K -6,473 -20%
RIA
439
Regal Investment Advisors
Michigan
$1.07M +$3.21K +78 +0.3%
DADC
440
D.A. Davidson & Co
Montana
$1.07M -$230K -5,584 -18%
BONH
441
Bank of New Hampshire
New Hampshire
$1.06M -$739K -17,936 -41%
LA
442
Lakeside Advisors
Washington
$1.05M +$1.05M +25,591 New
SCI
443
Stableford Capital II
Arizona
$1.03M +$26K +650 +3%
CBB
444
Citizens Business Bank
California
$1.03M -$147K -3,558 -12%
NHC
445
Nicholas Hoffman & Company
Georgia
$1.03M -$475K -11,519 -32%
CCM
446
CAAS Capital Management
New York
$1.02M +$1.02M +24,815 New
HPWA
447
Hall Private Wealth Advisors
North Carolina
$1.02M -$1.76M -42,838 -63%
SFI
448
Siemens Fonds Invest
Germany
$1.01M +$42.5K +1,040 +4%
BDF
449
Balasa Dinverno & Foltz
$992K +$152K +3,690 +18%
BSW
450
Buckingham Strategic Wealth
Missouri
$988K +$10.2K +247 +1%
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