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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 %
ESCM
626
Echo Street Capital Management
New York
$271K +$271K +8,676 New
IC
627
IEQ Capital
California
$266K +$266K +8,527 New
GIA
628
Gateway Investment Advisers
Ohio
$263K -$31.5K -1,009 -11%
BS
629
Boenning & Scattergood
Pennsylvania
$261K +$30.7K +983 +13%
HI
630
Horizon Investments
North Carolina
$261K +$261K +8,357 New
VAS
631
Vestmark Advisory Solutions
Massachusetts
$260K -$99.7K -3,196 -28%
RWP
632
RWA Wealth Partners
Massachusetts
$260K – – –
FMLI
633
Fukoku Mutual Life Insurance
Japan
$258K – – –
CGL
634
Clarius Group LLC
Washington
$258K +$29.9K +956 +13%
BFEC
635
Benjamin F. Edwards & Company
Missouri
$254K -$68.6K -2,200 -21%
VPIM
636
Vanguard Personalized Indexing Management
California
$254K +$11K +353 +5%
ITIM
637
Indiana Trust & Investment Management
Indiana
$253K -$16.8K -539 -6%
BHBT
638
Burke & Herbert Bank & Trust
Virginia
$249K -$6.44K -206 -3%
B
639
Bailard
California
$247K +$247K +7,907 New
ISWM
640
Independent Solutions Wealth Management
New York
$247K +$247K +7,914 New
SFG
641
StrategIQ Financial Group
Indiana
$245K – – –
CIAS
642
Capital Investment Advisory Services
North Carolina
$242K – – –
APW
643
Aurora Private Wealth
New Jersey
$241K -$5.5K -176 -2%
CSIC
644
Clifford Swan Investment Counsel
California
$240K -$4.37K -140 -2%
WDG
645
Wealth Dimensions Group
Ohio
$237K – – –
CAM
646
Carret Asset Management
New York
$236K +$236K +7,575 New
VWA
647
V Wealth Advisors
Kansas
$235K +$31 +1 +0%
CA
648
Calton & Associates
Florida
$234K -$18.1K -581 -7%
MW
649
Marcum Wealth
Ohio
$234K +$20.8K +669 +10%
ATC
650
Argent Trust Co
Tennessee
$234K +$234K +7,489 New
24 25
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