EXC icon

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 %
SWP
526
Stratos Wealth Partners
Ohio
$649K +$14.7K +356 +2%
ACM
527
Azimuth Capital Management
Michigan
$644K -$40.4K -981 -6%
JCM
528
Jacobi Capital Management
Pennsylvania
$633K +$1.77K +43 +0.3%
KC
529
Kepos Capital
New York
$618K +$329K +7,976 +114%
CI Investments Inc
530
CI Investments Inc
Ontario, Canada
$614K -$90.2K -2,190 -13%
MFG
531
MidWestOne Financial Group
Iowa
$614K +$50.5K +1,226 +9%
SA
532
Strategic Advisors
New York
$612K -$906 -22 -0.1%
SS
533
Simplicity Solutions
Minnesota
$608K +$324K +7,860 +114%
APA
534
American Portfolios Advisors
New York
$608K -$22.9K -556 -4%
CAM
535
Centre Asset Management
New York
$606K -$46.4K -1,127 -7%
HBT
536
Heartland Bank & Trust
Illinois
$606K +$8K +194 +1%
TFGT
537
TS Financial Group (TSFG)
Illinois
$602K +$39.9K +970 +7%
S
538
SignatureFD
Georgia
$598K +$2.76K +67 +0.5%
LF
539
Lantz Financial
Illinois
$595K +$9.6K +233 +2%
VCG
540
Vantage Consulting Group
Virginia
$592K -$8.49K -206 -1%
SA
541
Syntax Advisors
New York
$592K +$592K +14,359 New
WS
542
Wedbush Securities
California
$589K -$152K -3,693 -21%
NSEDCP
543
NJ State Employees Deferred Compensation Plan
New Jersey
$589K – – –
ASN
544
Advisory Services Network
Georgia
$587K +$93.1K +2,261 +19%
CCA
545
Checchi Capital Advisers
California
$586K +$9.63K +234 +2%
SG
546
StoneX Group
New York
$585K +$585K +14,205 New
CCM
547
Coldstream Capital Management
Washington
$582K +$227K +5,516 +64%
AIC
548
Archer Investment Corporation
Indiana
$581K -$18.1K -439 -3%
AMIM
549
Aull & Monroe Investment Management
Alabama
$578K – – –
HSA
550
Hussman Strategic Advisors
Maryland
$578K – – –
20 21
22
23 24