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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 %
SBL
726
Sargent Bickham Lagudis
Colorado
$59K +$104 +4 +0.2%
PWMG
727
Prestige Wealth Management Group
New Jersey
$58K – – –
GWS
728
Glassman Wealth Services
Virginia
$57K +$8.52K +331 +18%
FWM
729
Focused Wealth Management
New York
$56K -$2.45K -94 -4%
NIM
730
NuWave Investment Management
New Jersey
$52K +$52K +1,936 New
BAM
731
Barrett Asset Management
New York
$51K – – –
AWM
732
AllSquare Wealth Management
New York
$51K – – –
Twin Tree Management
733
Twin Tree Management
Texas
$51K +$36.4K +1,409 +249%
AA
734
Ancora Advisors
Ohio
$50K – – –
SA
735
SRH Advisors
Kansas
$49K – – –
PFGIA
736
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$8.38K -324 -15%
RG
737
Retirement Group
California
$48K +$48K +1,860 New
TWA
738
TCI Wealth Advisors
Arizona
$47K +$1.11K +43 +2%
HB
739
Horizon Bancorp
Indiana
$45K – – –
PP
740
PrairieView Partners
Minnesota
$45K – – –
ST
741
Smithfield Trust
Pennsylvania
$45K +$3.61K +138 +9%
TIM
742
Tortoise Investment Management
New York
$44K +$29.4K +1,135 +202%
BL
743
Balentine LLC
Georgia
$41K -$338 -13 -0.8%
VCM
744
Versant Capital Management
Arizona
$41K +$9.38K +371 +30%
RMC
745
Resources Management Corp
Connecticut
$40K – – –
AIM
746
AIA Investment Management
Singapore
$40K – – –
ABC
747
Associated Banc-Corp
Wisconsin
$39K – – –
AWA
748
Arkadios Wealth Advisors
Georgia
$38.6K -$4.16K -154 -10%
BFC
749
Bedel Financial Consulting
Indiana
$38K – – –
PCIA
750
Prime Capital Investment Advisors
Kansas
$37K +$2.3K +89 +7%
28 29
30
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