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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
$2.46B
2
Invesco
Invesco
Georgia
$1.01B
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$434M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$538M
5
Capital International Investors
Capital International Investors
California
$1.05B

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$304M
2
Goldman Sachs
Goldman Sachs
New York
$143M
3
CC
Covalis Capital
United Kingdom
$0
4
ECP
Electron Capital Partners
New York
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$77.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
726
Next Financial Group
Texas
$54K -$13.4K -510 -20%
BAM
727
Barrett Asset Management
New York
$52K – – –
AWM
728
AllSquare Wealth Management
New York
$52K – – –
BCA
729
Berman Capital Advisors
Georgia
$52K +$23K +898 +79%
AA
730
Ancora Advisors
Ohio
$51K +$26K +982 +104%
GWS
731
Glassman Wealth Services
Virginia
$49K -$2.65K -102 -5%
SA
732
SRH Advisors
Kansas
$49K – – –
TWA
733
TCI Wealth Advisors
Arizona
$46K -$12.2K -471 -21%
PP
734
PrairieView Partners
Minnesota
$46K +$46K +1,737 New
HB
735
Horizon Bancorp
Indiana
$45K – – –
M
736
MOTCO
Texas
$45K +$2.38K +91 +6%
DWM
737
Darwin Wealth Management
Florida
$44K +$44K +1,706 New
BL
738
Balentine LLC
Georgia
$42K +$32.5K +1,231 +343%
AWA
739
Arkadios Wealth Advisors
Georgia
$41.5K -$709 -27 -2%
ST
740
Smithfield Trust
Pennsylvania
$41K -$4.37K -169 -10%
RMC
741
Resources Management Corp
Connecticut
$41K – – –
FHA
742
Flagship Harbor Advisors
Massachusetts
$41K – – –
AIM
743
AIA Investment Management
Singapore
$41K – – –
ABC
744
Associated Banc-Corp
Wisconsin
$40K +$40K +1,517 New
LC
745
Lindbrook Capital
California
$39K -$3.32K -126 -8%
BFC
746
Bedel Financial Consulting
Indiana
$39K – – –
HR
747
Howe & Rusling
New York
$38K -$6.66K -251 -15%
RFM
748
Royal Fund Management
Florida
$38K -$2.43K -94 -6%
ANBT
749
American National Bank & Trust
Texas
$37K – – –
WTC
750
WhitTier Trust Company
Nevada
$37K – – –
28 29
30
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