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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 %
FDCDDQ
676
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K -$802 -31 -0.5%
RDWM
677
Red Door Wealth Management
Tennessee
$157K – – –
JWA
678
JFS Wealth Advisors
Pennsylvania
$147K +$181 +7 +0.1%
BBHC
679
Brown Brothers Harriman & Co
New York
$142K -$9.55K -370 -6%
CAC
680
Certified Advisory Corp
Florida
$142K – – –
SSB
681
Sandy Spring Bank
Maryland
$140K +$46.3K +1,787 +49%
SBSB
682
Sullivan, Bruyette, Speros & Blaney
Virginia
$133K -$6.33K -244 -5%
HWM
683
Holloway Wealth Management
Florida
$132K -$134K – –
OSNBOA
684
Old Second National Bank of Aurora
Illinois
$125K – – –
CHA
685
Carmichael Hill & Associates
Maryland
$124K +$155 +6 +0.1%
FANJ
686
Financial Architects (New Jersey)
New Jersey
$124K +$361 +14 +0.3%
C
687
Cerebellum
California
$122K +$122K +4,338 New
JFA
688
JNBA Financial Advisors
Minnesota
$121K – – –
HFA
689
Hoover Financial Advisors
Pennsylvania
$121K +$121K +4,681 New
CIA
690
CSat Investment Advisory
Michigan
$119K +$31.4K +1,218 +36%
Loomis, Sayles & Company
691
Loomis, Sayles & Company
Massachusetts
$118K -$21.6K -834 -15%
PFO
692
Pathstone Family Office
New Jersey
$112K – – –
RE
693
RBC Europe
United Kingdom
$109K – – –
MLFP
694
MPS Loria Financial Planners
Illinois
$108K +$108K +4,165 New
MWA
695
MFA Wealth Advisors
Pennsylvania
$106K +$106K +4,090 New
HI
696
Hudock Inc
Pennsylvania
$103K -$17.9K -695 -15%
CF
697
Centaurus Financial
California
$102K -$1.51K -58 -1%
SWA
698
Sutton Wealth Advisors
Florida
$101K +$3.78K +146 +4%
HWA
699
HHM Wealth Advisors
Tennessee
$97K – – –
TPCW
700
TD Private Client Wealth
New York
$95.3K -$5.7K -220 -6%
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