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Exelon
EXC

Overview Fund Activity

912 hedge funds and large institutions have $34.8B invested in Exelon in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 328 increasing their positions, 322 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-4
Holders Change %
-0.44%
% of All Funds
15.92%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
76
Increased
328
Reduced
322
Closed
70
Calls
$326M
Puts
$144M
Net Calls
+$182M
Net Calls Change
+$78.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2.64B
2
Capital Research Global Investors
Capital Research Global Investors
California
$381M
3
PC
PointState Capital
New York
$112M
4
OCAM
Owl Creek Asset Management
New York
$86M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$834M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$213M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$12M
3
Norges Bank
Norges Bank
Norway
$196M
4
Citadel Advisors
Citadel Advisors
Florida
$76.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
776
SOA Wealth Advisors
New York
$41K +$16.8K +533 +69%
AA
777
Ancora Advisors
Ohio
$40K – – –
WQ
778
Wealth Quarterback
New Jersey
$37K +$37K +1,161 New
JMF
779
Johnson Midwest Financial
Iowa
$36K – – –
CFN
780
Cordasco Financial Network
Florida
$35K – – –
CA
781
Clearstead Advisors
Ohio
$35K +$18.2K +577 +108%
WTC
782
WhitTier Trust Company
Nevada
$33K -$5.82K -185 -15%
SBL
783
Sargent Bickham Lagudis
Colorado
$33K -$5.58K -177 -14%
TCWA
784
Ten Capital Wealth Advisors
Washington
$33K – – –
MCM
785
MV Capital Management
Maryland
$33K +$5.44K +173 +20%
OIA
786
Optimum Investment Advisors
Illinois
$32K – – –
PFGIA
787
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$32 +1 +0.1%
GWMIA
788
Global Wealth Management Investment Advisory
Florida
$30K – – –
PCG
789
Private Capital Group
Connecticut
$30K +$4.68K +149 +18%
AF
790
Allworth Financial
California
$30K +$13.5K +424 +82%
CFFP
791
Center for Financial Planning
Michigan
$29K +$3.1K +99 +12%
JWM
792
Janiczek Wealth Management
Colorado
$29K +$5.75K +184 +25%
SCM
793
Silvant Capital Management
Georgia
$28K – – –
PAI
794
Pittenger & Anderson Inc
Nebraska
$28K – – –
SC
795
Solstein Capital
California
$27K – – –
CCA
796
Catalyst Capital Advisors
New York
$27K +$964 +30 +4%
AFG
797
Albion Financial Group
Utah
$27K +$27K +841 New
PCM
798
Penserra Capital Management
California
$27K +$27K +876 New
KPCM
799
Kings Point Capital Management
New York
$26K – – –
PMFA
800
Plante Moran Financial Advisors
Michigan
$26K – – –
30 31
32
33 34