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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 %
SCM
776
Silvant Capital Management
Georgia
$23K – – –
PGAM
777
Princeton Global Asset Management
New Jersey
$23K +$5.39K +208 +31%
PG
778
Proffitt & Goodson
Tennessee
$22K -$3.08K -119 -12%
CFFP
779
Center for Financial Planning
Michigan
$22K – – –
KPCM
780
Kings Point Capital Management
New York
$22K – – –
PMFA
781
Plante Moran Financial Advisors
Michigan
$22K – – –
WCG
782
Weaver Consulting Group
California
$22K – – –
SC
783
Solstein Capital
California
$22K +$6.41K +248 +41%
MCM
784
MV Capital Management
Maryland
$22K +$18.3K +701 +501%
SLF
785
Sun Life Financial
Ontario, Canada
$21K +$130 +5 +0.6%
MRCM
786
M&R Capital Management
New Jersey
$20K – – –
IBOK
787
Independence Bank of Kentucky
Kentucky
$20K – – –
MFT
788
Moisand Fitzgerald Tamayo
Florida
$20K +$5.27K +196 +36%
TC
789
Trust Company
Kansas
$19K -$2.57K -97 -12%
VRM
790
Vectors Research Management
New York
$19K -$1.72K -66 -8%
MF
791
Manchester Financial
California
$19K – – –
LWA
792
Lowe Wealth Advisors
Maryland
$19K – – –
WFMPM
793
Woodley Farra Manion Portfolio Management
Indiana
$19K – – –
HDIM
794
Hanson & Doremus Investment Management
Vermont
$18K – – –
FFC
795
First Financial Corp
Indiana
$18K – – –
FBT
796
First Bank & Trust
South Dakota
$18K – – –
MMG
797
Monetary Management Group
Missouri
$18K – – –
SL
798
Salomon & Ludwin
Virginia
$17K -$9.1K -349 -35%
TFA
799
Toth Financial Advisory
Virginia
$17K -$1.64K -63 -9%
CMA
800
Cedar Mountain Advisors
Oregon
$17K – – –
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