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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 %
VVP
651
Venture Visionary Partners
Ohio
$215K +$215K +8,338 New
FMLI
652
Fukoku Mutual Life Insurance
Japan
$214K – – –
JIC
653
Johnson Investment Counsel
Ohio
$213K +$2K +77 +0.9%
BHBT
654
Burke & Herbert Bank & Trust
Virginia
$211K – – –
Financial Engines Advisors
655
Financial Engines Advisors
California
$211K +$211K +8,140 New
EI
656
Ethic Inc
New York
$209K -$86.1K -3,321 -29%
CA
657
Calton & Associates
Florida
$209K +$3.79K +146 +2%
MA
658
Mutual Advisors
Nebraska
$208K +$5.04K +195 +2%
FNBT
659
FineMark National Bank & Trust
Florida
$208K +$208K +8,040 New
CFGS
660
Concourse Financial Group Securities
Alabama
$207K +$52.7K +2,033 +34%
NB
661
Nicolet Bankshares
Wisconsin
$204K -$111K -4,274 -35%
SFG
662
StrategIQ Financial Group
Indiana
$204K – – –
CFB
663
Cullen/Frost Bankers
Texas
$204K +$1.37K +53 +0.7%
ER
664
Enlightenment Research
Florida
$203K -$25.4K -982 -11%
CG
665
Caprock Group
Idaho
$202K +$202K +7,815 New
VCA
666
Verdence Capital Advisors
Maryland
$202K +$202K +7,819 New
EH
667
Equitable Holdings
New York
$200K -$10K -383 -5%
SC
668
Steph & Co
Wisconsin
$200K +$17.3K +668 +9%
TCOV
669
Trust Company of Vermont
Vermont
$197K -$12.1K -466 -6%
First Manhattan
670
First Manhattan
New York
$186K -$4.23K -164 -2%
OSAM
671
O'Shaughnessy Asset Management
Connecticut
$184K +$175K +6,766 +1,869%
BFEC
672
Benjamin F. Edwards & Company
Missouri
$182K -$135K -5,220 -43%
RCG
673
Rock Creek Group
District of Columbia
$182K +$182K +7,023 New
PA
674
Parallel Advisors
California
$176K -$45.3K -1,758 -20%
OPS
675
Orion Portfolio Solutions
Nebraska
$164K +$43.3K +1,675 +36%
25 26
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