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Exelon
EXC

Overview Fund Activity

978 hedge funds and large institutions have $34.7B invested in Exelon in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 337 increasing their positions, 355 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+64
Holders Change %
+7%
% of All Funds
21.83%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.56%
New
142
Increased
337
Reduced
355
Closed
68
Calls
$175M
Puts
$103M
Net Calls
+$71.8M
Net Calls Change
-$62.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$149M
2
Swedbank
Swedbank
Sweden
+$116M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
5
LM
Luminus Management
Texas
+$95.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
2
SOMRS
State of Michigan Retirement System
Michigan
-$125M
3
Goldman Sachs
Goldman Sachs
New York
-$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
P8IP
776
Pier 88 Investment Partners
California
$143K – – –
LYV
777
Live Your Vision
Pennsylvania
$143K +$1.04K +32 +0.7%
FHA
778
First Horizon Advisors
Tennessee
$130K -$2.72K -85 -2%
TF
779
Tompkins Financial
New York
$127K -$7.51K -233 -6%
RWA
780
Ropes Wealth Advisors
Massachusetts
$126K – – –
HMS
781
Hanseatic Management Services
New Mexico
$126K +$126K +3,913 New
RFA
782
Reilly Financial Advisors
California
$124K +$89K +2,772 +254%
GLI
783
Guardian Life Insurance
New York
$123K +$641 +20 +0.5%
SWA
784
Sutton Wealth Advisors
Florida
$121K +$1.06K +33 +0.9%
SLF
785
Sun Life Financial
Ontario, Canada
$120K +$738 +23 +0.6%
BWA
786
Burt Wealth Advisors
Maryland
$118K -$11.7K -366 -9%
KA
787
Kaizen Advisory
Illinois
$118K +$16.7K +518 +16%
AF
788
Allworth Financial
California
$117K +$8.03K +250 +7%
NIT
789
NumerixS Investment Technologies
British Columbia, Canada
$116K -$277K -8,693 -70%
PCG
790
Private Capital Group
Connecticut
$116K -$13.2K -411 -10%
Parallax Volatility Advisers
791
Parallax Volatility Advisers
California
$115K +$114K +3,550 +10,143%
WG
792
Welch Group
Alabama
$113K – – –
TWA
793
TCI Wealth Advisors
Arizona
$113K +$803 +25 +0.7%
AWM
794
AllSquare Wealth Management
New York
$113K +$10.4K +323 +10%
NCM
795
Next Capital Management
New York
$113K +$113K +3,505 New
BFEC
796
Benjamin F. Edwards & Company
Missouri
$108K -$12.2K -377 -10%
CCM
797
Cribstone Capital Management
Maine
$105K – – –
FWM
798
Focused Wealth Management
New York
$104K +$6.37K +198 +7%
TAIM
799
TD Ameritrade Investment Management
Nebraska
$97K +$45.4K +1,416 +88%
LFA
800
Legacy Financial Advisors
Kentucky
$96K +$7.28K +226 +8%
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