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Exelon
EXC

Overview Fund Activity

912 hedge funds and large institutions have $34.8B invested in Exelon in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 328 increasing their positions, 322 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-4
Holders Change %
-0.44%
% of All Funds
15.92%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
76
Increased
328
Reduced
322
Closed
70
Calls
$326M
Puts
$144M
Net Calls
+$182M
Net Calls Change
+$78.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$396M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$241M
3
PC
PointState Capital
New York
+$112M
4
OCAM
Owl Creek Asset Management
New York
+$86M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$83.1M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$115M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$108M
3
Norges Bank
Norges Bank
Norway
-$88.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$73.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDG
651
Wealth Dimensions Group
Ohio
$240K – – –
MW
652
Marcum Wealth
Ohio
$239K +$1.14K +36 +0.5%
BS
653
Boenning & Scattergood
Pennsylvania
$238K -$26.9K -848 -10%
CA
654
Calton & Associates
Florida
$238K +$443 +14 +0.2%
GWA
655
GGM Wealth Advisors
Maryland
$238K +$3.43K +105 +1%
FPCG
656
Fort Pitt Capital Group
Pennsylvania
$238K +$238K +7,515 New
OBWG
657
Onyx Bridge Wealth Group
New York
$236K +$236K +7,187 New
FMLI
658
Fukoku Mutual Life Insurance
Japan
$235K -$26.6K -841 -10%
JWA
659
JFS Wealth Advisors
Pennsylvania
$235K +$158 +5 +0.1%
AC
660
Abbrea Capital
California
$235K +$235K +7,433 New
CG
661
Cutler Group
California
$235K +$235K +7,467 New
FAIM
662
Financial Advocates Investment Management
Washington
$233K -$9.26K -293 -4%
OF
663
Outfitter Financial
Maine
$231K – – –
VCA
664
Verdence Capital Advisors
Maryland
$231K +$822 +26 +0.4%
First Manhattan
665
First Manhattan
New York
$229K +$22.1K +701 +11%
NB
666
Nicolet Bankshares
Wisconsin
$228K – – –
AWM
667
Accel Wealth Management
Iowa
$227K +$948 +30 +0.4%
OPS
668
Orion Portfolio Solutions
Nebraska
$227K +$6.45K +204 +3%
AWAP
669
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$224K – – –
APP
670
Avantax Planning Partners
Iowa
$221K -$600 -19 -0.3%
MC
671
Moors & Cabot
Massachusetts
$221K +$16.1K +509 +8%
PP
672
Patten & Patten
Tennessee
$220K – – –
EARNEST Partners
673
EARNEST Partners
Georgia
$219K -$3.96K -125 -2%
CPIG
674
Chicago Partners Investment Group
Illinois
$217K +$9.06K +274 +4%
SWMG
675
Strategic Wealth Management Group
Maryland
$216K +$8.33K +264 +4%
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