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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
+$639M
2
Invesco
Invesco
Georgia
+$224M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$143M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$111M
5
Capital International Investors
Capital International Investors
California
+$110M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$209M
2
Goldman Sachs
Goldman Sachs
New York
-$148M
3
CC
Covalis Capital
United Kingdom
-$89.7M
4
ECP
Electron Capital Partners
New York
-$82.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$438K +$67.5K +2,569 +18%
FBA
502
Front Barnett Associates
Illinois
$437K – – –
V
503
VeraBank
Texas
$435K – – –
FNBTCON
504
First National Bank & Trust Co of Newtown
Pennsylvania
$433K -$4.94K -188 -1%
ANRIA
505
American National Registered Investment Advisor
Texas
$431K – – –
S
506
SignatureFD
Georgia
$427K -$327K -12,459 -43%
PTP
507
Platform Technology Partners
New York
$424K +$424K +16,152 New
CT
508
Coastline Trust
Rhode Island
$419K – – –
SWM
509
SeaCrest Wealth Management
New York
$418K -$11K -421 -3%
CA
510
Cornerstone Advisory
Maryland
$417K -$51.3K -1,952 -11%
BRWA
511
B. Riley Wealth Advisors
Florida
$414K -$48.6K -1,845 -10%
AAS
512
Avantax Advisory Services
Texas
$413K -$222K -8,426 -35%
TBNY
513
Trustco Bank (New York)
New York
$412K -$919 -35 -0.2%
FT
514
Fiduciary Trust
Massachusetts
$411K -$17.6K -671 -4%
GBT
515
Grove Bank & Trust
Florida
$409K -$49.5K -1,888 -11%
VFA
516
Voya Financial Advisors
Connecticut
$409K -$8.72K -328 -2%
HT
517
Heritage Trust
Oklahoma
$408K +$122K +4,631 +42%
CCP
518
Corient Capital Partners
California
$405K -$58.2K -2,215 -13%
PSUF
519
People's United Financial
Connecticut
$403K -$256K -9,740 -39%
PFSC
520
Peoples Financial Services Corp
Pennsylvania
$401K – – –
OC
521
Oppenheimer & Co
New York
$396K -$130K -4,932 -25%
SWP
522
Stratos Wealth Partners
Ohio
$393K +$6.68K +254 +2%
MFP
523
Meridian Financial Partners
Virginia
$393K +$26.2K +957 +7%
ACM
524
Anfield Capital Management
California
$386K -$10.8K -410 -3%
KeyBank National Association
525
KeyBank National Association
Ohio
$386K -$5.82K -222 -1%
19 20
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