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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 %
AG
701
AIA Group
Hong Kong
$305K -$1.82M -44,024 -86%
CAM
702
Carret Asset Management
New York
$303K – – –
ZIG
703
Zuckerman Investment Group
Illinois
$303K – – –
GWA
704
GGM Wealth Advisors
Maryland
$303K – – –
HI
705
Hudock Inc
Pennsylvania
$302K +$134K +3,258 +80%
OF
706
Outfitter Financial
Maine
$301K – – –
CFGS
707
Concourse Financial Group Securities
Alabama
$300K +$38.4K +934 +15%
First Manhattan
708
First Manhattan
New York
$299K – – –
CFB
709
Cullen/Frost Bankers
Texas
$296K +$7.5K +182 +3%
BAM
710
Barrett Asset Management
New York
$296K +$215K +5,232 +267%
OBWG
711
Onyx Bridge Wealth Group
New York
$295K +$406 +10 +0.1%
VAS
712
Vestmark Advisory Solutions
Massachusetts
$294K -$26.6K -646 -8%
AWM
713
Accel Wealth Management
Iowa
$293K -$4.75K -115 -2%
AWAP
714
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$292K – – –
RCA
715
Resonant Capital Advisors
Wisconsin
$291K +$19.2K +467 +7%
FFN
716
Focus Financial Network
Minnesota
$290K +$290K +7,048 New
CFA
717
Carroll Financial Associates
North Carolina
$290K -$68K -1,744 -19%
PP
718
Patten & Patten
Tennessee
$289K – – –
HNWAG
719
High Net Worth Advisory Group
Florida
$288K +$288K +6,992 New
GIA
720
Gateway Investment Advisers
Ohio
$286K -$31.3K -759 -10%
PAS
721
Park Avenue Securities
New York
$284K +$26.6K +646 +10%
WP
722
WealthShield Partners
North Carolina
$284K +$284K +6,891 New
PSUF
723
People's United Financial
Connecticut
$283K -$257K -6,246 -48%
SWM
724
SFG Wealth Management
Maryland
$283K +$283K +6,861 New
TSWM
725
Tyler-Stone Wealth Management
Ohio
$283K +$283K +6,881 New
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