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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 %
MIA
601
MainStreet Investment Advisors
Illinois
$261K +$261K +9,930 New
UF
602
Univest Financial
Pennsylvania
$260K -$99K -3,773 -28%
Rockefeller Capital Management
603
Rockefeller Capital Management
New York
$259K -$161K -6,118 -38%
CIP
604
Cornerstone Investment Partners
Georgia
$258K – – –
SP
605
Successful Portfolios
Florida
$258K +$5.75K +219 +2%
AMIM
606
Aull & Monroe Investment Management
Alabama
$257K -$9.28K -353 -3%
SWM
607
Segment Wealth Management
Texas
$257K +$814 +31 +0.3%
AIL
608
AGF Investments LLC
Ontario, Canada
$256K -$2.05M -77,971 -89%
RWG
609
Regal Wealth Group
California
$256K +$2.05K +78 +0.8%
AMC
610
Asset Management Corp
Illinois
$255K – – –
CWP
611
Capital Wealth Planning
Florida
$255K +$34.4K +1,307 +16%
HI
612
Harrington Investments
California
$253K – – –
CGL
613
Clarius Group LLC
Washington
$253K +$40.1K +1,528 +19%
HTC
614
Haverford Trust Company
Pennsylvania
$252K -$52.4K -1,993 -17%
FHB
615
First Hawaiian Bank
Hawaii
$249K +$5.75K +219 +2%
SCM
616
SKBA Capital Management
California
$247K – – –
SW
617
SlateStone Wealth
Florida
$246K -$11K -420 -4%
FMTCOCP
618
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$245K -$18.2K -694 -7%
VAS
619
Vestmark Advisory Solutions
Massachusetts
$245K +$245K +9,320 New
SFG
620
SNS Financial Group
Minnesota
$244K +$1.16K +44 +0.5%
SCA
621
Stonebridge Capital Advisors
Minnesota
$241K -$18.4K -701 -7%
CL
622
Choreo LLC
Illinois
$241K +$14.8K +561 +7%
Verition Fund Management
623
Verition Fund Management
Connecticut
$239K -$7.49M -285,315 -97%
AIM
624
Aigen Investment Management
New York
$237K -$5.27M -201,043 -96%
BSW
625
Buckingham Strategic Wealth
Missouri
$233K -$122K -4,632 -34%
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