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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 %
MCM
526
MAI Capital Management
Ohio
$421K -$62K -1,985 -13%
IWM
527
IHT Wealth Management
Illinois
$421K +$21.4K +687 +5%
SIM
528
Sentry Investment Management
Wisconsin
$418K -$2M -64,102 -83%
LF
529
Lantz Financial
Illinois
$413K – – –
CCA
530
Checchi Capital Advisers
California
$413K +$5.33K +171 +1%
EF
531
Empirical Finance
Pennsylvania
$412K – – –
SA
532
Strategic Advisors
New York
$409K +$12.4K +398 +3%
FPF
533
First Pacific Financial
Washington
$407K +$39.4K +1,265 +11%
PTC
534
Private Trust Company
Ohio
$406K +$5.83K +187 +1%
PAMP
535
Polar Asset Management Partners
Ontario, Canada
$403K +$403K +12,917 New
BG
536
Bollard Group
Massachusetts
$402K +$3.59K +115 +0.9%
AOWM
537
Alpha Omega Wealth Management
Virginia
$400K -$26.2K -841 -6%
FF
538
FourThought Financial
Florida
$398K -$24K -770 -6%
SC
539
Scotia Capital
Ontario, Canada
$392K -$13.4K -429 -3%
RIA
540
Realta Investment Advisors
Delaware
$391K +$1.87K +60 +0.5%
ARM
541
Adirondack Research & Management
New York
$390K – – –
NIM
542
Nexus Investment Management
Ontario, Canada
$385K – – –
GBT
543
Grove Bank & Trust
Florida
$378K – – –
ANTB
544
AMG National Trust Bank
Colorado
$377K -$21.9K -701 -5%
WP
545
WealthSource Partners
California
$377K +$34.8K +1,116 +10%
MIP
546
Marietta Investment Partners
Wisconsin
$372K – – –
UAS
547
United Asset Strategies
New York
$372K +$22.9K +736 +7%
NA
548
NewEdge Advisors
Louisiana
$367K +$3.96K +127 +1%
VCG
549
Vantage Consulting Group
Virginia
$367K +$113K +3,620 +44%
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$363K +$40.2K +1,286 +12%
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