EXC icon

Exelon
EXC

Overview Fund Activity

873 hedge funds and large institutions have $28.1B invested in Exelon in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
17.94%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
95
Increased
303
Reduced
336
Closed
94
Calls
$96.6M
Puts
$49.4M
Net Calls
+$47.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$612M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$510M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$108M
4
PG
Pendal Group
Australia
+$82M
5
CM
Corvex Management
New York
+$78.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$158M
2
Invesco
Invesco
Georgia
-$144M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$143M
4
Ameriprise
Ameriprise
Minnesota
-$94.5M
5
SOMRS
State of Michigan Retirement System
Michigan
-$89.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
776
Solstein Capital
California
$22K – – –
PMFA
777
Plante Moran Financial Advisors
Michigan
$21K – – –
CFFP
778
Center for Financial Planning
Michigan
$21K – – –
KPCM
779
Kings Point Capital Management
New York
$21K – – –
SLF
780
Sun Life Financial
Ontario, Canada
$21K +$77 +3 +0.4%
WT
781
Washington Trust
Rhode Island
$21K +$4.6K +177 +28%
CFG
782
Citizens Financial Group
Rhode Island
$20K -$5.2K -205 -21%
MRCM
783
M&R Capital Management
New Jersey
$20K – – –
IBOK
784
Independence Bank of Kentucky
Kentucky
$20K – – –
FCA
785
FinTrust Capital Advisors
South Carolina
$19K -$68.4K -2,573 -78%
LWA
786
Lowe Wealth Advisors
Maryland
$19K – – –
MFT
787
Moisand Fitzgerald Tamayo
Florida
$19K – – –
VRM
788
Vectors Research Management
New York
$19K – – –
WFMPM
789
Woodley Farra Manion Portfolio Management
Indiana
$19K – – –
GEA
790
Glen Eagle Advisors
New Jersey
$18.9K -$51.6K -1,995 -73%
FFC
791
First Financial Corp
Indiana
$18K – – –
HDIM
792
Hanson & Doremus Investment Management
Vermont
$18K – – –
MMG
793
Monetary Management Group
Missouri
$18K – – –
KTC
794
Kistler-Tiffany Companies
Pennsylvania
$18K +$8.18K +311 +83%
LF
795
Lee Financial
Texas
$18K +$18K +701 New
AWM
796
Avior Wealth Management
Nebraska
$18K +$18K +716 New
CCM
797
Covington Capital Management
California
$17K -$11.7K -454 -41%
TFA
798
Toth Financial Advisory
Virginia
$17K +$180 +7 +1%
FP
799
Financial Perspectives
Minnesota
$16.6K +$130 +5 +0.8%
VNA
800
Valley National Advisers
Pennsylvania
$16K – – –
30 31
32
33 34