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Exelon
EXC

Overview Fund Activity

873 hedge funds and large institutions have $28.1B invested in Exelon in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
17.94%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
95
Increased
303
Reduced
336
Closed
94
Calls
$96.6M
Puts
$49.4M
Net Calls
+$47.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$612M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$510M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$108M
4
PG
Pendal Group
Australia
+$82M
5
CM
Corvex Management
New York
+$78.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$158M
2
Invesco
Invesco
Georgia
-$144M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$143M
4
Ameriprise
Ameriprise
Minnesota
-$94.5M
5
SOMRS
State of Michigan Retirement System
Michigan
-$89.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
451
Horizon Investments
North Carolina
$599K +$275K +10,741 +85%
LI
452
Leap Investments
Illinois
$599K +$599K +23,133 New
SNT
453
Security National Trust
West Virginia
$598K +$76K +2,937 +15%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$594K – – –
GVAG
455
Great Valley Advisor Group
Delaware
$586K +$49.3K +1,902 +9%
IAS
456
Investment Advisory Services
Texas
$585K +$585K +22,588 New
OAM
457
Optimal Asset Management
California
$580K -$1.52M -58,731 -72%
CPO
458
Cerity Partners OCIO
New York
$577K -$13K -504 -2%
BBA
459
BLB&B Advisors
Pennsylvania
$569K -$1.37K -53 -0.2%
CCM
460
Cadence Capital Management
Massachusetts
$562K +$57.3K +2,215 +11%
CTC
461
Central Trust Company
Missouri
$561K +$56.3K +2,173 +11%
CII
462
Capital International Inc
California
$559K +$80K +3,091 +17%
VIA
463
Vident Investment Advisory
Georgia
$555K -$735K -28,392 -57%
IC
464
Intersect Capital
California
$552K -$50.8K -1,963 -8%
BOH
465
Bank of Hawaii
Hawaii
$550K +$550K +21,252 New
PCM
466
Prelude Capital Management
New York
$549K +$549K +21,191 New
MYAM
467
Meiji Yasuda Asset Management
Japan
$542K +$261K +10,095 +93%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$540K +$6.52K +252 +1%
DADC
469
D.A. Davidson & Co
Montana
$538K -$131K -5,043 -20%
TCM
470
Teza Capital Management
Illinois
$528K +$528K +20,382 New
MML Investors Services
471
MML Investors Services
Massachusetts
$521K +$19.5K +755 +4%
WA
472
WBH Advisory
Maryland
$521K +$23.8K +923 +5%
AF
473
Advisornet Financial
Minnesota
$520K +$1.53K +59 +0.3%
IRC
474
Investors Research Corp
Georgia
$517K – – –
AT
475
Arden Trust
Delaware
$506K +$1.5K +58 +0.3%
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19
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