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Exelon
EXC

Overview Fund Activity

873 hedge funds and large institutions have $28.1B invested in Exelon in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
17.94%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
95
Increased
303
Reduced
336
Closed
94
Calls
$96.6M
Puts
$49.4M
Net Calls
+$47.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$612M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$510M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$108M
4
PG
Pendal Group
Australia
+$82M
5
CM
Corvex Management
New York
+$78.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$158M
2
Invesco
Invesco
Georgia
-$144M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$143M
4
Ameriprise
Ameriprise
Minnesota
-$94.5M
5
SOMRS
State of Michigan Retirement System
Michigan
-$89.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
601
Whittier Trust
California
$261K – – –
GG
602
Gofen & Glossberg
Illinois
$260K +$260K +10,034 New
AFP
603
Ausdal Financial Partners
Iowa
$259K -$22.6K -873 -8%
HIA
604
Harbor Investment Advisory
Maryland
$259K +$72.7K +2,806 +39%
ITIM
605
Indiana Trust & Investment Management
Indiana
$257K -$5.07K -196 -2%
ACM
606
Ativo Capital Management
Illinois
$256K -$4.69K -181 -2%
HTC
607
Haverford Trust Company
Pennsylvania
$255K +$6.68K +258 +3%
NB
608
NBT Bank
New York
$254K -$22.1K -855 -8%
BBL
609
Beck Bode LLC
Massachusetts
$254K -$16.4K -631 -6%
RWG
610
Regal Wealth Group
California
$254K +$2.17K +84 +0.9%
UF
611
Univest Financial
Pennsylvania
$253K -$3.5K -135 -1%
CIP
612
Cornerstone Investment Partners
Georgia
$253K -$1.37K -53 -0.5%
SP
613
Successful Portfolios
Florida
$252K -$2.04K -79 -0.8%
AMC
614
Asset Management Corp
Illinois
$251K – – –
LNB
615
Ledyard National Bank
$249K -$94.5K -3,656 -28%
SWM
616
Segment Wealth Management
Texas
$248K -$5.62K -217 -2%
CAM
617
Cresset Asset Management
Illinois
$247K +$247K +9,532 New
FHB
618
First Hawaiian Bank
Hawaii
$243K -$1.86K -72 -0.8%
FMTCOCP
619
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$242K – – –
SFG
620
SNS Financial Group
Minnesota
$240K – – –
CWP
621
Capital Wealth Planning
Florida
$239K -$12.3K -474 -5%
SCA
622
Stonebridge Capital Advisors
Minnesota
$238K – – –
AG
623
AlphaSimPlex Group
Massachusetts
$238K +$238K +9,182 New
VWM
624
Vigilare Wealth Management
Arizona
$238K +$238K +9,190 New
WMA
625
Wealth Management Associates
New Jersey
$237K +$237K +9,172 New
23 24
25
26 27