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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 %
GT
501
Greenleaf Trust
Michigan
$479K -$6.15K -197 -1%
1832 Asset Management
502
1832 Asset Management
Ontario, Canada
$476K -$10.3M -383,649 -96%
EGM
503
Engineers Gate Manager
New York
$475K -$2.16M -69,354 -82%
WCM
504
Weld Capital Management
New York
$473K +$473K +15,177 New
FP
505
Financial Perspectives
Minnesota
$469K +$458K +28,138 +4,316%
FT
506
Fiduciary Trust
Massachusetts
$466K -$11.1K -355 -2%
TWM
507
TriaGen Wealth Management
California
$466K – – –
NP
508
Ninepoint Partners
Ontario, Canada
$464K – – –
GI
509
Gradient Investments
Minnesota
$458K -$32.1K -1,027 -7%
V
510
VeraBank
Texas
$457K -$14K -448 -3%
PFSC
511
Peoples Financial Services Corp
Pennsylvania
$455K -$343 -11 -0.1%
KWM
512
Kingsview Wealth Management
Oregon
$455K +$208K +6,647 +84%
RCM
513
RNC Capital Management
California
$454K -$753K -24,137 -62%
AIC
514
Archer Investment Corporation
Indiana
$453K – – –
NB
515
Northwest Bancshares
Pennsylvania
$452K -$22.3K -713 -5%
Vontobel Holding
516
Vontobel Holding
Switzerland
$450K -$6.28K -201 -1%
NSEDCP
517
NJ State Employees Deferred Compensation Plan
New Jersey
$446K – – –
BRWA
518
B. Riley Wealth Advisors
Florida
$444K +$66.1K +2,113 +17%
AMIM
519
Aull & Monroe Investment Management
Alabama
$438K +$60.5K +1,936 +16%
APA
520
American Portfolios Advisors
New York
$438K +$47.5K +1,523 +12%
TG
521
TCW Group
California
$437K – – –
ALAM
522
Asahi Life Asset Management
Japan
$435K -$73K -2,341 -14%
Fisher Asset Management
523
Fisher Asset Management
Washington
$434K -$2K -64 -0.5%
LOAMS
524
Lombard Odier Asset Management (Switzerland)
Switzerland
$432K +$432K +13,853 New
TFGT
525
TS Financial Group (TSFG)
Illinois
$426K +$187 +6 +0%
19 20
21
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