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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 %
MCM
751
Manchester Capital Management
Vermont
$36K +$17.3K +652 +93%
PCIA
752
Prime Capital Investment Advisors
Kansas
$35K -$11.7K -449 -25%
CCM
753
Cribstone Capital Management
Maine
$35K – – –
QAM
754
QCI Asset Management
New York
$34K – – –
BII
755
Bainco International Investors
Massachusetts
$33K +$33K +1,262 New
SIAS
756
Shine Investment Advisory Services
Colorado
$32K – – –
VCM
757
Versant Capital Management
Arizona
$32K +$4.27K +167 +15%
PA
758
Procyon Advisors
Connecticut
$29K -$111K -4,255 -79%
CCM
759
Covington Capital Management
California
$29K -$5.4K -207 -16%
AW
760
Alpha Windward
Massachusetts
$29K – – –
CFN
761
Cordasco Financial Network
Florida
$29K – – –
BCM
762
Brooktree Capital Management
Michigan
$29K +$14.5K +561 +100%
MWM
763
MBE Wealth Management
Wisconsin
$29K +$29K +1,138 New
PFBT
764
Parkside Financial Bank & Trust
Missouri
$28K -$11.9K -446 -30%
CH
765
Canton Hathaway
Rhode Island
$28K – – –
LFASL
766
Lugano Financial Advisors SA (LFA)
Switzerland
$28K – – –
AA
767
Advisory Alpha
Michigan
$27.9K – – –
WQ
768
Wealth Quarterback
New Jersey
$27.3K -$6.64K -253 -20%
AF
769
Allworth Financial
California
$27K -$75.5K -2,867 -74%
CFG
770
Citizens Financial Group
Rhode Island
$26K -$236 -9 -0.9%
TF
771
Tompkins Financial
New York
$26K – – –
WEC
772
Winslow Evans & Crocker
Massachusetts
$26K +$3.94K +140 +18%
GWMIA
773
Global Wealth Management Investment Advisory
Florida
$25K – – –
ZB
774
Zions Bancorporation
Utah
$24K -$10.2K -384 -30%
PAI
775
Pittenger & Anderson Inc
Nebraska
$24K +$7.49K +280 +45%
29 30
31
32 33