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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 %
DC
576
Davenport & Co
Virginia
$513K -$19.7K -478 -4%
HIA
577
Harbor Investment Advisory
Maryland
$511K -$14.3K -347 -3%
RCM
578
RNC Capital Management
California
$510K – – –
NIM
579
Nexus Investment Management
Ontario, Canada
$508K – – –
AG
580
AlphaSimPlex Group
Massachusetts
$506K -$517K -12,549 -51%
EBWM
581
Eagle Bluffs Wealth Management
Missouri
$506K +$506K +12,276 New
NA
582
NewEdge Advisors
Louisiana
$502K +$502K +12,199 New
WMA
583
Wealth Management Associates
New Jersey
$498K -$20.8K -505 -4%
CAM
584
Costello Asset Management
Pennsylvania
$494K +$865 +21 +0.2%
DMBA
585
Deseret Mutual Benefit Administrators
Utah
$493K – – –
MGP
586
Metis Global Partners
California
$493K +$493K +11,959 New
GI
587
Gradient Investments
Minnesota
$492K +$11.8K +287 +2%
MIP
588
Marietta Investment Partners
Wisconsin
$491K – – –
RIA
589
Realta Investment Advisors
Delaware
$491K +$9.63K +234 +2%
IWM
590
IHT Wealth Management
Illinois
$482K +$32.7K +794 +7%
AWM
591
Axxcess Wealth Management
California
$482K +$482K +11,704 New
UAS
592
United Asset Strategies
New York
$481K +$61.3K +1,489 +15%
FB
593
Fulton Bank
Pennsylvania
$480K +$6.02K +146 +1%
SC
594
Scotia Capital
Ontario, Canada
$474K -$5.19K -126 -1%
CK
595
Cohen Klingenstein
New York
$474K – – –
MA
596
Mutual Advisors
Nebraska
$471K +$700 +17 +0.1%
GLA
597
Good Life Advisors
Pennsylvania
$469K +$2.92K +71 +0.6%
EFS
598
Essex Financial Services
Connecticut
$466K +$23K +559 +5%
SF
599
Synovus Financial
Georgia
$464K +$165 +4 +0%
FBA
600
Front Barnett Associates
Illinois
$463K – – –
22 23
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