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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 %
CPA
651
Court Place Advisors
Maryland
$388K -$28.9K -701 -7%
EN1L
652
Engine No 1 LLC
California
$387K +$82.8K +2,008 +27%
SMC
653
Smith, Moore & Co
Missouri
$385K -$97.1K -2,357 -20%
FMLI
654
Fukoku Mutual Life Insurance
Japan
$381K +$13.3K +322 +4%
CBN
655
Cadence Bank NA
Texas
$380K -$742 -18 -0.2%
LNB
656
Ledyard National Bank
$377K -$2.89K -70 -0.8%
NB
657
NBT Bank
New York
$374K – – –
IF
658
Insight Folios
North Carolina
$373K +$2.68K +65 +0.7%
CII
659
Capital International Inc
California
$362K -$18K -438 -5%
EIG
660
Ellenbecker Investment Group
Wisconsin
$362K +$123 +3 +0%
LA
661
Latitude Advisors
Florida
$359K +$741 +18 +0.2%
FFM
662
Forum Financial Management
Illinois
$357K +$357K +8,663 New
SCA
663
Stonebridge Capital Advisors
Minnesota
$356K – – –
PFBT
664
Parkside Financial Bank & Trust
Missouri
$355K +$303K +7,354 +588%
PCA
665
Pallas Capital Advisors
Massachusetts
$355K +$355K +8,765 New
GCM
666
Graham Capital Management
Connecticut
$353K +$353K +8,579 New
BAM
667
Belpointe Asset Management
Nevada
$351K -$15.9K -385 -4%
CWM
668
Connecticut Wealth Management
Connecticut
$348K -$77.3K -1,873 -18%
CL
669
Choreo LLC
Illinois
$346K – – –
AC
670
Abbrea Capital
California
$345K +$38.6K +937 +13%
EGM
671
Engineers Gate Manager
New York
$345K +$345K +8,380 New
RWP
672
RWA Wealth Partners
Massachusetts
$344K -$3.8K -92 -1%
KFI
673
Key Financial Inc
Pennsylvania
$342K +$6.34K +154 +2%
CSIC
674
Clifford Swan Investment Counsel
California
$342K +$31.3K +760 +10%
WMS
675
Wealth Management Solutions
Pennsylvania
$342K +$342K +8,310 New
25 26
27
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