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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 %
CAM
451
Costello Asset Management
Pennsylvania
$650K +$780 +25 +0.1%
LS
452
Livforsakringsbolaget Skandia
Sweden
$649K – – –
AAS
453
Avantax Advisory Services
Texas
$644K +$30.8K +992 +5%
UCFA
454
United Capital Financial Advisors
Texas
$642K +$53.9K +1,726 +9%
CHC
455
City Holding Co
West Virginia
$641K -$93.4K -2,993 -13%
AIM
456
Acropolis Investment Management
Missouri
$641K +$288K +9,234 +82%
FWCM
457
Ferguson Wellman Capital Management
Oregon
$640K -$34.2K -1,098 -5%
GVAG
458
Great Valley Advisor Group
Delaware
$628K -$84.3K -2,702 -12%
WS
459
Wedbush Securities
California
$624K +$166K +5,336 +36%
IB
460
Intrust Bank
Kansas
$619K -$115K -3,688 -16%
IAN
461
Integrated Advisors Network
Texas
$618K +$241K +7,741 +64%
IRC
462
Investors Research Corp
Georgia
$611K – – –
SWM
463
SeaCrest Wealth Management
New York
$607K +$35K +1,121 +6%
BOH
464
Bank of Hawaii
Hawaii
$606K -$86.4K -2,772 -12%
EP
465
Eudaimonia Partners
Tennessee
$605K -$6.09K -195 -1%
CI Investments Inc
466
CI Investments Inc
Ontario, Canada
$603K +$70.4K +2,256 +13%
BSW
467
Buckingham Strategic Wealth
Missouri
$599K +$122K +3,922 +26%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$597K -$27.3K -873 -4%
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$594K – – –
BDF
470
Balasa Dinverno & Foltz
$594K +$32.8K +1,050 +6%
WAP
471
Wealthcare Advisory Partners
Pennsylvania
$590K +$2.9K +93 +0.5%
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$584K -$3.19M -102,346 -85%
CIM
473
CIM Investment Management
Pennsylvania
$573K -$874 -28 -0.2%
VI
474
Versor Investments
New York
$567K +$241K +7,711 +74%
AWM
475
Altium Wealth Management
New York
$564K +$125K +4,015 +29%
17 18
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