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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 %
CFS
601
CRA Financial Services
New Jersey
$457K -$52.3K -1,269 -10%
DT
602
Diversified Trust
Tennessee
$457K +$457K +11,091 New
MFP
603
Meridian Financial Partners
Virginia
$454K -$283K -7,030 -38%
IA
604
Insight Advisors
Pennsylvania
$452K – – –
SCFS
605
S.C. Financial Services
Arizona
$450K +$450K +11,163 New
BCA
606
Bay Colony Advisors
Massachusetts
$445K +$7.42K +180 +2%
SHFA
607
SC&H Financial Advisors
Maryland
$444K +$444K +10,788 New
BPA
608
Beacon Pointe Advisors
California
$443K -$536 -13 -0.1%
TBNY
609
Trustco Bank (New York)
New York
$438K -$98.2K -2,384 -18%
CI
610
Conning Inc
Connecticut
$434K +$11.9K +288 +3%
HCM
611
Hollencrest Capital Management
California
$433K – – –
GIA
612
Gladstone Institutional Advisory
Florida
$433K +$45.9K +1,114 +12%
SW
613
SVB Wealth
Massachusetts
$433K +$190K +4,614 +78%
AFP
614
Ausdal Financial Partners
Iowa
$430K +$701 +17 +0.2%
JGUA
615
John G. Ullman & Associates
New York
$427K – – –
SWM
616
Segment Wealth Management
Texas
$426K +$37.9K +919 +10%
RWG
617
Regal Wealth Group
California
$425K +$2.84K +69 +0.7%
HCA
618
Harbour Capital Advisors
Virginia
$423K – – –
CT
619
Coastline Trust
Rhode Island
$421K – – –
TIA
620
Tiemann Investment Advisors
California
$420K +$21.7K +526 +5%
BCI
621
Brinker Capital Investments
Pennsylvania
$418K +$153K +3,714 +58%
FC
622
Financial Consulate
Maryland
$416K +$26.1K +634 +7%
EH
623
Equitable Holdings
New York
$415K -$8.03K -195 -2%
WT
624
Whittier Trust
California
$415K +$6.51K +158 +2%
ANTB
625
AMG National Trust Bank
Colorado
$414K -$23.1K -561 -5%
23 24
25
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