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Exelon
EXC

Overview Fund Activity

877 hedge funds and large institutions have $28.5B invested in Exelon in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 298 increasing their positions, 366 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-90
Holders Change %
-9.31%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
68
Increased
298
Reduced
366
Closed
144
Calls
$165M
Puts
$84.5M
Net Calls
+$80.4M
Net Calls Change
-$26.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$639M
2
Invesco
Invesco
Georgia
+$224M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$143M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$111M
5
Capital International Investors
Capital International Investors
California
+$110M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$209M
2
Goldman Sachs
Goldman Sachs
New York
-$148M
3
CC
Covalis Capital
United Kingdom
-$89.7M
4
ECP
Electron Capital Partners
New York
-$82.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
676
Holloway Wealth Management
Florida
$134K -$165K – –
OSNBOA
677
Old Second National Bank of Aurora
Illinois
$127K – – –
FANJ
678
Financial Architects (New Jersey)
New Jersey
$126K -$631 -24 -0.5%
CHA
679
Carmichael Hill & Associates
Maryland
$126K +$184 +7 +0.1%
HI
680
Hudock Inc
Pennsylvania
$123K +$8.84K +338 +8%
JFA
681
JNBA Financial Advisors
Minnesota
$122K – – –
OPS
682
Orion Portfolio Solutions
Nebraska
$122K +$32.9K +1,257 +37%
PFO
683
Pathstone Family Office
New Jersey
$114K -$1.08K -41 -0.9%
RE
684
RBC Europe
United Kingdom
$110K – – –
VC
685
Vestor Capital
Illinois
$108K +$7.4K +281 +7%
CF
686
Centaurus Financial
California
$105K -$42.3K -1,604 -29%
IA
687
IFP Advisors
Florida
$105K +$48.8K +1,859 +87%
IUHSA
688
Itau Unibanco Holding S.A.
Brazil
$104K -$99.3K -3,774 -49%
TPCW
689
TD Private Client Wealth
New York
$102K -$36.9K -1,405 -26%
HWA
690
HHM Wealth Advisors
Tennessee
$99K +$99K +3,753 New
SWA
691
Sutton Wealth Advisors
Florida
$98.4K -$1.94K -74 -2%
NIT
692
NumerixS Investment Technologies
British Columbia, Canada
$96K -$1.18M -44,881 -92%
PCM
693
Penserra Capital Management
California
$96K +$13.2K +495 +16%
SSB
694
Sandy Spring Bank
Maryland
$95K +$13K +496 +16%
SIAP
695
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K – – –
ST
696
Sageworth Trust
Pennsylvania
$91K – – –
HPC
697
HM Payson & Co
Maine
$89K – – –
CIA
698
CSat Investment Advisory
Michigan
$89K +$9.94K +379 +13%
CC
699
Cognios Capital
Kansas
$87K -$97.9K -3,746 -53%
OIA
700
Optimum Investment Advisors
Illinois
$87K -$10.3K -393 -11%
26 27
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29 30