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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 %
FPAS
626
Focus Partners Advisor Solutions
Missouri
$414K +$414K +10,045 New
ED
627
Exane Derivatives
France
$414K -$338K -8,210 -45%
BOH
628
Bank of Hawaii
Hawaii
$413K -$495 -12 -0.1%
TPCW
629
TD Private Client Wealth
New York
$410K -$14.2K -345 -3%
SP
630
Successful Portfolios
Florida
$408K – – –
DSC
631
Duncker Streett & Co
Missouri
$408K – – –
WSTAM
632
Wilbanks Smith & Thomas Asset Management
Virginia
$408K +$28.9K +701 +8%
AMC
633
Asset Management Corp
Illinois
$407K – – –
DWT
634
Dorsey & Whitney Trust
South Dakota
$407K +$22.9K +555 +6%
MC
635
Moors & Cabot
Massachusetts
$406K +$86.9K +2,111 +27%
UF
636
Univest Financial
Pennsylvania
$403K – – –
D
637
Diversified
Delaware
$403K +$41 +1 +0%
CGL
638
Clarius Group LLC
Washington
$403K +$37.6K +913 +10%
CT
639
Chicago Trust
Illinois
$403K +$45K +1,093 +13%
ACA
640
Atlas Capital Advisors
Wyoming
$402K +$45.9K +1,113 +13%
TWM
641
TriaGen Wealth Management
California
$401K – – –
WSFS
642
Wilmington Savings Fund Society
Delaware
$395K -$2.39K -58 -0.6%
BWFA
643
Baltimore-Washington Financial Advisors
Maryland
$395K +$7.62K +185 +2%
VWA
644
V Wealth Advisors
Kansas
$395K +$17.4K +422 +5%
SFA
645
Sequoia Financial Advisors
Ohio
$394K +$394K +9,553 New
FMTCOCP
646
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$393K – – –
EFSCE
647
Enterprise Financial Services Corp (EFSC)
Missouri
$393K +$2.47K +60 +0.6%
ERIC
648
Eagle Rock Investment Company
Georgia
$393K +$393K +9,534 New
FNBT
649
FineMark National Bank & Trust
Florida
$389K -$92.7K -2,251 -19%
TCWM
650
Total Clarity Wealth Management
Illinois
$389K +$201K +4,887 +107%
24 25
26
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