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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 %
CIA
726
Compass Ion Advisors
Pennsylvania
$282K +$2.02K +49 +0.7%
RWA
727
River Wealth Advisors
Pennsylvania
$282K +$282K +6,856 New
HFM
728
Harvest Fund Management
China
$282K +$282K +6,919 New
FF
729
FourThought Financial
Florida
$281K -$41.4K -1,004 -13%
LC
730
Lindbrook Capital
California
$277K – – –
NB
731
Nicolet Bankshares
Wisconsin
$277K – – –
PA
732
Parallel Advisors
California
$277K +$52.5K +1,273 +23%
CTA
733
Chesley Taft & Associates
Illinois
$275K -$1.36K -33 -0.5%
LS
734
Livforsakringsbolaget Skandia
Sweden
$274K – – –
ACM
735
AlphaCrest Capital Management
New York
$273K -$904K -21,919 -77%
SFG
736
SNS Financial Group
Minnesota
$273K – – –
WWM
737
Western Wealth Management
Colorado
$273K +$273K +6,603 New
UAML
738
US Asset Management LLC
Pennsylvania
$272K – – –
LFAS
739
Level Four Advisory Services
Texas
$272K +$272K +6,595 New
DPIM
740
Duff & Phelps Investment Management
Illinois
$270K +$270K +6,554 New
MFW
741
Meristem Family Wealth
Minnesota
$269K +$577 +14 +0.2%
JF
742
Jump Financial
Illinois
$268K +$268K +6,495 New
SWMP
743
Signature Wealth Management Partners
New Jersey
$267K – – –
NOI
744
Newton One Investments
Delaware
$264K +$1.52K +37 +0.6%
KA
745
KLCM Advisors
Wisconsin
$263K – – –
CWM
746
Centric Wealth Management
Illinois
$263K +$1.36K +33 +0.5%
FNT
747
First National Trust
Pennsylvania
$263K +$5.76K +140 +2%
MWM
748
Modera Wealth Management
New Jersey
$263K +$263K +6,383 New
HT
749
Heritage Trust
Oklahoma
$262K – – –
SBH
750
Segall Bryant & Hamill
Illinois
$261K -$7.92K -192 -3%
28 29
30
31 32