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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 %
TWI
551
Thomas White International
Illinois
$334K +$334K +12,730 New
CCMG
552
Clark Capital Management Group
Pennsylvania
$332K -$6.7K -255 -2%
CCA
553
Checchi Capital Advisers
California
$332K +$50.5K +1,925 +18%
VPIM
554
Vanguard Personalized Indexing Management
California
$332K +$332K +12,659 New
CBA
555
Coastal Bridge Advisors
Connecticut
$329K +$71.9K +2,734 +28%
HI
556
Horizon Investments
North Carolina
$328K -$830 -32 -0.3%
Credit Agricole
557
Credit Agricole
France
$327K -$26 -1 -0%
VCAM
558
Van Cleef Asset Management
Ohio
$327K +$19.5K +743 +6%
CPA
559
Clear Perspective Advisors
Illinois
$326K -$137K -5,194 -30%
AIC
560
Archer Investment Corporation
Indiana
$323K – – –
IAN
561
Integrated Advisors Network
Texas
$322K +$322K +12,269 New
BFEC
562
Benjamin F. Edwards & Company
Missouri
$321K +$131K +4,985 +69%
NB
563
Nicolet Bankshares
Wisconsin
$319K – – –
PV
564
Private Vista
Illinois
$319K +$526 +20 +0.2%
VWA
565
V Wealth Advisors
Kansas
$319K +$83.7K +3,191 +36%
CPA
566
Court Place Advisors
Maryland
$318K -$70.8K -2,699 -18%
AWC
567
Abundance Wealth Counselors
Pennsylvania
$314K – – –
MIP
568
Marietta Investment Partners
Wisconsin
$313K – – –
AIS
569
Accurate Investment Solutions
Pennsylvania
$310K +$184 +7 +0.1%
FB
570
Fulton Bank
Pennsylvania
$307K +$56.3K +2,145 +22%
PTC
571
Private Trust Company
Ohio
$304K -$12.7K -484 -4%
CK
572
Cohen Klingenstein
New York
$302K – – –
SMC
573
Smith, Moore & Co
Missouri
$301K -$55.1K -2,101 -15%
EI
574
Ethic Inc
New York
$299K +$74.8K +2,850 +33%
RIM
575
Rampart Investment Management
Connecticut
$296K -$1.57M -59,857 -84%
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