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Exelon
EXC

Overview Fund Activity

916 hedge funds and large institutions have $34B invested in Exelon in 2021 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 328 increasing their positions, 326 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
16.13%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
100
Increased
328
Reduced
326
Closed
87
Calls
$217M
Puts
$113M
Net Calls
+$104M
Net Calls Change
+$13.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$200M
2
Capital International Investors
Capital International Investors
California
+$161M
3
Citadel Advisors
Citadel Advisors
Florida
+$148M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$136M
5
Norges Bank
Norges Bank
Norway
+$94M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$124M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$106M
4
LSV Asset Management
LSV Asset Management
Illinois
-$103M
5
Invesco
Invesco
Georgia
-$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
776
Manchester Capital Management
Vermont
$43K +$626 +20 +1%
OC
777
Oakworth Capital
Alabama
$43K +$39.6K +1,262 +1,158%
BC
778
Burleson & Co
California
$43K +$43K +1,384 New
CSPIA
779
Cary Street Partners Investment Advisory
Virginia
$42K +$42K +58,619 New
VCM
780
Versant Capital Management
Arizona
$41K -$4.58K -147 -10%
IF
781
Ironwood Financial
Arizona
$41K – – –
Jones Financial Companies
782
Jones Financial Companies
Missouri
$41K +$8.28K +265 +25%
WP
783
WealthShield Partners
North Carolina
$40K -$222K -7,243 -85%
AA
784
Ancora Advisors
Ohio
$40K – – –
SBL
785
Sargent Bickham Lagudis
Colorado
$38K -$22.2K -713 -37%
VFA
786
Valeo Financial Advisors
Indiana
$38K – – –
WTC
787
WhitTier Trust Company
Nevada
$38K – – –
PFBT
788
Parkside Financial Bank & Trust
Missouri
$37K -$6.68K -217 -15%
JMF
789
Johnson Midwest Financial
Iowa
$36K – – –
CFN
790
Cordasco Financial Network
Florida
$34K – – –
TFO
791
Tarbox Family Office
California
$33K – – –
OIA
792
Optimum Investment Advisors
Illinois
$32K -$70K -2,215 -69%
TCWA
793
Ten Capital Wealth Advisors
Washington
$32K – – –
PFGIA
794
Patriot Financial Group Insurance Agency
Massachusetts
$31K -$24K -779 -44%
GWMIA
795
Global Wealth Management Investment Advisory
Florida
$30K – – –
PAI
796
Pittenger & Anderson Inc
Nebraska
$28K – – –
TC
797
Truvestments Capital
Florida
$28K +$14K +443 +100%
SCM
798
Silvant Capital Management
Georgia
$27K – – –
MCM
799
MV Capital Management
Maryland
$27K +$1.08K +35 +4%
SC
800
Solstein Capital
California
$27K +$27K +851 New
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32
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