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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 %
TCMP
676
Thrive Capital Management (Pennsylvania)
Pennsylvania
$338K +$824 +20 +0.2%
APP
677
Alpha Paradigm Partners
Illinois
$330K +$125K +3,039 +61%
SFG
678
StrategIQ Financial Group
Indiana
$329K +$5.31K +129 +2%
JIC
679
Johnson Investment Counsel
Ohio
$327K +$327K +7,945 New
ESCM
680
Echo Street Capital Management
New York
$326K +$326K +7,906 New
ATC
681
Argent Trust Co
Tennessee
$321K – – –
CIAS
682
Capital Investment Advisory Services
North Carolina
$319K – – –
EWM
683
Empirical Wealth Management
Washington
$318K -$143K -3,473 -31%
APW
684
Aurora Private Wealth
New Jersey
$318K +$41 +1 +0%
JWA
685
JFS Wealth Advisors
Pennsylvania
$318K +$4.16K +101 +1%
AF
686
Allworth Financial
California
$318K +$32.7K +793 +11%
CA
687
Calton & Associates
Florida
$317K +$6.26K +152 +2%
OPS
688
Orion Portfolio Solutions
Nebraska
$316K -$1.9K -46 -0.6%
MW
689
Marcum Wealth
Ohio
$316K -$1.24K -30 -0.4%
BHBT
690
Burke & Herbert Bank & Trust
Virginia
$315K -$3.09K -75 -1%
APP
691
Avantax Planning Partners
Iowa
$315K +$9.81K +238 +3%
B
692
Bailard
California
$315K +$11.1K +270 +4%
FPS
693
Fieldpoint Private Securities
Connecticut
$315K +$12.4K +302 +4%
WDG
694
Wealth Dimensions Group
Ohio
$313K – – –
VCA
695
Verdence Capital Advisors
Maryland
$312K -$69.9K -1,695 -18%
RPCONE
696
Retirement Planning Company of New England
Rhode Island
$312K +$312K +7,574 New
BS
697
Boenning & Scattergood
Pennsylvania
$310K – – –
FAIM
698
Financial Advocates Investment Management
Washington
$308K +$4.2K +102 +1%
HI
699
Horizon Investments
North Carolina
$308K +$40.2K +1,366 +15%
Wolverine Trading
700
Wolverine Trading
Illinois
$306K +$306K +7,473 New
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