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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 %
RJT
451
Raymond James Trust
Florida
$613K -$63.1K -2,400 -9%
IC
452
Intersect Capital
California
$611K +$4.8K +183 +0.8%
CPO
453
Cerity Partners OCIO
New York
$599K -$35.1K -1,336 -6%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$594K – – –
CHC
455
City Holding Co
West Virginia
$593K -$11.8K -448 -2%
WANY
456
Wealthspire Advisors (New York)
New York
$589K +$589K +22,419 New
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$585K -$17.9K -682 -3%
BBA
458
BLB&B Advisors
Pennsylvania
$578K +$9.08K +346 +2%
Baillie Gifford & Co
459
Baillie Gifford & Co
United Kingdom
$572K – – –
UCFA
460
United Capital Financial Advisors
Texas
$562K -$402K -15,313 -42%
QC
461
Quadrature Capital
United Kingdom
$559K +$559K +21,284 New
BCM
462
Brookstone Capital Management
Illinois
$557K +$43.6K +1,659 +8%
SW
463
StrongBox Wealth
Missouri
$549K +$549K +20,918 New
GT
464
Greenleaf Trust
Michigan
$545K -$53.2K -2,028 -9%
GVAG
465
Great Valley Advisor Group
Delaware
$544K -$60.9K -2,321 -10%
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$542K +$46.7K +1,778 +9%
SNT
467
Security National Trust
West Virginia
$530K +$368 +14 +0.1%
BOTW
468
Bank of the West
California
$530K +$57.9K +2,204 +12%
CI
469
Conning Inc
Connecticut
$527K -$13.3K -506 -2%
AF
470
Advisornet Financial
Minnesota
$526K -$13.5K -514 -3%
IRC
471
Investors Research Corp
Georgia
$525K -$10.3K -391 -2%
MA
472
MUFG Americas
New York
$525K – – –
BAC
473
Boys Arnold & Co
North Carolina
$519K -$6.54K -249 -1%
ACA
474
Atlas Capital Advisors
Wyoming
$517K +$18.3K +698 +4%
NA
475
NewEdge Advisors
Louisiana
$514K +$36K +1,371 +8%
17 18
19
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