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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 %
EWM
576
Empirical Wealth Management
Washington
$324K +$324K +10,399 New
BCA
577
Bay Colony Advisors
Massachusetts
$320K +$320K +10,247 New
CT
578
Coastline Trust
Rhode Island
$319K -$140K -4,473 -30%
MF
579
Magnetar Financial
Illinois
$319K -$30.8K -987 -9%
TIA
580
Tiemann Investment Advisors
California
$319K -$1.31K -42 -0.4%
SFSIG
581
San Francisco Sentry Investment Group
California
$319K +$41.7K +1,339 +15%
FC
582
Financial Consulate
Maryland
$318K +$281 +9 +0.1%
CCM
583
Coldstream Capital Management
Washington
$316K +$47.7K +1,530 +18%
CIC
584
Carnegie Investment Counsel
Ohio
$315K – – –
RWG
585
Regal Wealth Group
California
$315K +$2.68K +86 +0.9%
TPCW
586
TD Private Client Wealth
New York
$314K -$46.5K -1,489 -13%
VFA
587
Voya Financial Advisors
Connecticut
$312K -$12.5K -403 -4%
AFP
588
Ausdal Financial Partners
Iowa
$312K +$57.6K +1,845 +23%
BWFA
589
Baltimore-Washington Financial Advisors
Maryland
$310K -$8.74K -281 -3%
DSC
590
Duncker Streett & Co
Missouri
$309K -$26.5K -849 -8%
SP
591
Successful Portfolios
Florida
$309K +$4.4K +141 +1%
WT
592
Whittier Trust
California
$309K +$309K +9,898 New
CII
593
Capital International Inc
California
$307K -$4.59K -147 -1%
CFS
594
CRA Financial Services
New Jersey
$306K +$43.7K +1,402 +17%
CIP
595
Cornerstone Investment Partners
Georgia
$305K – – –
UF
596
Univest Financial
Pennsylvania
$305K – – –
QTM
597
qPULA Trading Management
New York
$303K -$187K -5,981 -38%
WSFS
598
Wilmington Savings Fund Society
Delaware
$303K -$6.93K -222 -2%
HTC
599
Haverford Trust Company
Pennsylvania
$303K +$6.03K +193 +2%
FNBT
600
FineMark National Bank & Trust
Florida
$302K +$343 +11 +0.1%
22 23
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