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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 %
PD
751
Planning Directions
Pennsylvania
$261K +$1.73K +42 +0.7%
ITIM
752
Indiana Trust & Investment Management
Indiana
$260K -$24.9K -603 -9%
PCMC
753
Paragon Capital Management (Colorado)
Colorado
$260K -$3.13K -76 -1%
GC
754
Grimes & Company
Massachusetts
$260K – – –
BWA
755
Blodgett Wealth Advisors
California
$260K +$260K +6,309 New
QCM
756
Quest Capital Management
Texas
$259K -$169K -4,096 -39%
4WM
757
44 Wealth Management
Oregon
$259K -$3.5K -85 -1%
PWA
758
Phoenix Wealth Advisors
North Carolina
$258K -$59K -1,431 -19%
RDWM
759
Red Door Wealth Management
Tennessee
$257K – – –
SFS
760
Stiles Financial Services
Minnesota
$257K +$257K +6,250 New
LSPW
761
Lake Street Private Wealth
Illinois
$255K – – –
AWM
762
Apollon Wealth Management
South Carolina
$255K +$255K +6,191 New
VVP
763
Venture Visionary Partners
Ohio
$254K – – –
EARNEST Partners
764
EARNEST Partners
Georgia
$253K -$14K -339 -5%
CBT
765
CoreFirst Bank & Trust
Kansas
$253K – – –
WTFG
766
Wells Trecaso Financial Group
Ohio
$252K – – –
KPWS
767
Kestra Private Wealth Services
Texas
$247K +$247K +5,996 New
MWM
768
Marion Wealth Management
Pennsylvania
$247K +$247K +6,003 New
Vontobel Holding
769
Vontobel Holding
Switzerland
$245K -$347K -8,469 -59%
VCM
770
Vision Capital Management
Oregon
$243K – – –
WAM
771
Winslow Asset Management
Ohio
$242K – – –
KA
772
Kovack Advisors
Florida
$242K +$242K +5,862 New
ESB
773
Essex Savings Bank
Connecticut
$241K – – –
PWPS
774
Pinnacle Wealth Planning Services
Ohio
$240K +$240K +5,835 New
TWM
775
Thrive Wealth Management
Pennsylvania
$239K +$239K +5,804 New
29 30
31
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