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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 %
D.E. Shaw & Co
651
D.E. Shaw & Co
New York
$233K -$4.72M -151,472 -95%
JWA
652
JFS Wealth Advisors
Pennsylvania
$232K +$47.7K +1,528 +26%
CFB
653
Cullen/Frost Bankers
Texas
$230K -$37.7K -1,212 -14%
GWA
654
GGM Wealth Advisors
Maryland
$229K – – –
OF
655
Outfitter Financial
Maine
$228K – – –
VCA
656
Verdence Capital Advisors
Maryland
$227K +$4.52K +145 +2%
NB
657
Nicolet Bankshares
Wisconsin
$226K – – –
TI
658
Tidal Investments
Wisconsin
$225K +$225K +7,201 New
RWB
659
RMR Wealth Builders
New Jersey
$225K +$225K +7,202 New
FPS
660
Fieldpoint Private Securities
Connecticut
$224K -$62.6K -2,009 -22%
AWM
661
Accel Wealth Management
Iowa
$223K +$14.2K +457 +7%
AWAP
662
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$221K – – –
SWMP
663
Signature Wealth Management Partners
New Jersey
$221K +$221K +7,080 New
EARNEST Partners
664
EARNEST Partners
Georgia
$220K +$59.4K +1,902 +37%
APP
665
Avantax Planning Partners
Iowa
$219K -$45.5K -1,458 -17%
KFI
666
Key Financial Inc
Pennsylvania
$219K – – –
CC
667
Centiva Capital
New York
$219K +$219K +7,010 New
PP
668
Patten & Patten
Tennessee
$218K – – –
PWA
669
Phoenix Wealth Advisors
North Carolina
$217K +$50.9K +1,627 +31%
OPS
670
Orion Portfolio Solutions
Nebraska
$217K +$217K +6,971 New
FHB
671
First Hawaiian Bank
Hawaii
$215K +$215K +6,913 New
VVP
672
Venture Visionary Partners
Ohio
$214K -$11.6K -371 -5%
FAIM
673
Financial Advocates Investment Management
Washington
$212K +$15.2K +548 +8%
LC
674
Lindbrook Capital
California
$210K -$312 -10 -0.1%
BBL
675
Beck Bode LLC
Massachusetts
$210K +$210K +6,739 New
25 26
27
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