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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 %
PA
476
Pinnacle Associates
New York
$844K -$5.44K -132 -0.6%
IB
477
Intrust Bank
Kansas
$840K +$99K +2,403 +13%
MCM
478
MAI Capital Management
Ohio
$840K +$173K +4,204 +26%
IC
479
IEQ Capital
California
$839K +$84.6K +2,054 +11%
RA
480
Rational Advisors
New York
$838K -$958K -23,239 -53%
SWM
481
SeaCrest Wealth Management
New York
$830K +$7.34K +178 +0.9%
FWCM
482
Ferguson Wellman Capital Management
Oregon
$827K -$18.5K -448 -2%
Bessemer Group
483
Bessemer Group
New Jersey
$824K +$531K +12,890 +181%
GVAG
484
Great Valley Advisor Group
Delaware
$820K -$46.3K -1,150 -5%
HTC
485
Haverford Trust Company
Pennsylvania
$815K +$416K +10,097 +104%
GWM
486
Geneos Wealth Management
Colorado
$810K -$42.2K -1,026 -5%
IRC
487
Investors Research Corp
Georgia
$806K – – –
GT
488
Greenleaf Trust
Michigan
$806K +$32.9K +799 +4%
AAM
489
Advisors Asset Management
Colorado
$804K -$25.4K -616 -3%
VIM
490
VELA Investment Management
Ohio
$801K +$801K +19,439 New
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$790K +$17.4K +423 +2%
NP
492
Ninepoint Partners
Ontario, Canada
$788K +$788K +19,116 New
AT
493
American Trust
Kentucky
$772K +$772K +18,735 New
1832 Asset Management
494
1832 Asset Management
Ontario, Canada
$768K -$317K -9,796 -29%
GG
495
Gofen & Glossberg
Illinois
$766K +$11.5K +278 +2%
FMBTD
496
First Midwest Bank Trust Division
Illinois
$752K -$9.56K -232 -1%
HT
497
HAP Trading
New York
$751K -$6.18K -150 -0.8%
PFO
498
Pathstone Family Office
New Jersey
$746K +$40.7K +989 +6%
CA
499
Cornerstone Advisory
Maryland
$746K +$147K +3,571 +25%
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$743K +$36.7K +891 +5%
18 19
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