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Exelon
EXC

Overview Fund Activity

978 hedge funds and large institutions have $34.7B invested in Exelon in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 337 increasing their positions, 355 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+64
Holders Change %
+7%
% of All Funds
21.83%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.56%
New
142
Increased
337
Reduced
355
Closed
68
Calls
$175M
Puts
$103M
Net Calls
+$71.8M
Net Calls Change
-$62.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$149M
2
Swedbank
Swedbank
Sweden
+$116M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
5
LM
Luminus Management
Texas
+$95.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
2
SOMRS
State of Michigan Retirement System
Michigan
-$125M
3
Goldman Sachs
Goldman Sachs
New York
-$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
TG
551
TCW Group
California
$562K -$42K -1,307 -7%
OAM
552
Occidental Asset Management
California
$558K +$34.5K +1,074 +7%
OIA
553
Optimum Investment Advisors
Illinois
$556K -$35.8K -1,113 -6%
SBWM
554
Sunflower Bank Wealth Management
Arizona
$549K -$160K -4,963 -23%
Jane Street
555
Jane Street
New York
$541K -$367K -11,404 -40%
HFA
556
Huber Financial Advisors
Illinois
$538K +$61.1K +1,898 +13%
V
557
VeraBank
Texas
$533K +$533K +16,577 New
Cerity Partners
558
Cerity Partners
New York
$532K +$13.4K +416 +3%
CWM
559
Calamos Wealth Management
Illinois
$530K +$55.1K +1,712 +12%
BOTW
560
Bank of the West
California
$528K +$40.2K +1,252 +8%
MPI
561
Mairs & Power Inc
Minnesota
$515K -$108K -3,365 -17%
CT
562
Coastline Trust
Rhode Island
$514K – – –
BAS
563
Brown Advisory Securities
Maryland
$513K -$14.7K -467 -3%
D.E. Shaw & Co
564
D.E. Shaw & Co
New York
$512K +$25K +778 +5%
SIG
565
Schaller Investment Group
North Carolina
$502K – – –
FMTC
566
Farmers & Merchants Trust Company
California
$502K +$502K +15,592 New
AAS
567
Avantax Advisory Services
Texas
$499K +$499K +15,509 New
FNBTCON
568
First National Bank & Trust Co of Newtown
Pennsylvania
$497K -$94.7K -2,944 -16%
Cetera Investment Advisers
569
Cetera Investment Advisers
Illinois
$493K +$3.9K +121 +0.8%
1WA
570
180 Wealth Advisors
Washington
$490K -$20K -641 -4%
WG
571
Winton Group
United Kingdom
$487K +$12.1K +375 +3%
SP
572
Symmetry Partners
Connecticut
$480K +$480K +14,910 New
APA
573
American Portfolios Advisors
New York
$478K +$61.2K +1,902 +15%
AOWM
574
Alpha Omega Wealth Management
Virginia
$476K -$6.79K -211 -1%
CBTWT
575
Community Bank & Trust (Waco, Texas)
Texas
$475K +$9.03K +281 +2%
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