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Exelon
EXC

Overview Fund Activity

1,062 hedge funds and large institutions have $45.3B invested in Exelon in 2021 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 353 increasing their positions, 322 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+135
Holders Change %
+14.56%
% of All Funds
16.4%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.32%
New
217
Increased
353
Reduced
322
Closed
61
Calls
$270M
Puts
$173M
Net Calls
+$97M
Net Calls Change
-$18.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$310M
2
GQG Partners
GQG Partners
Florida
+$208M
3
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
+$147M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$303M
2
BlackRock
BlackRock
New York
-$268M
3
PG
Pendal Group
Australia
-$168M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
DU
776
Delphia (USA)
Ontario, Canada
$238K +$238K +5,766 New
KTC
777
Kistler-Tiffany Companies
Pennsylvania
$235K +$288 +7 +0.1%
HCM
778
Hengehold Capital Management
Ohio
$235K +$235K +5,695 New
SFG
779
SevenBridge Financial Group
Pennsylvania
$235K +$235K +5,696 New
GEA
780
Glen Eagle Advisors
New Jersey
$235K +$26K +631 +12%
FSA
781
Franklin Street Advisors
North Carolina
$234K +$234K +5,685 New
SCA
782
Snowden Capital Advisors
New York
$233K -$173K -4,194 -43%
ET
783
Equitable Trust
Tennessee
$233K +$233K +5,647 New
BTWM
784
Baker Tilly Wealth Management
Wisconsin
$233K +$233K +5,647 New
HI
785
Harbour Investments
Wisconsin
$232K -$695K -16,881 -75%
WTA
786
Washington Trust Advisors
Massachusetts
$229K +$229K +5,551 New
CWP
787
Capital Wealth Planning
Florida
$227K +$227K +5,510 New
NAM
788
NTV Asset Management
West Virginia
$226K +$226K +5,492 New
BFPW
789
BOK Financial Private Wealth
Colorado
$226K +$226K +5,497 New
NP
790
NorthRock Partners
Minnesota
$226K +$226K +7,707 New
ATWA
791
Arbor Trust Wealth Advisors
Michigan
$225K +$225K +5,457 New
C
792
Certuity
Florida
$223K -$43.6K -1,059 -16%
CAI
793
Capital Advisors Inc
Oklahoma
$223K +$223K +5,408 New
1SB
794
1ST Source Bank
Indiana
$223K +$223K +5,417 New
DCM
795
DGS Capital Management
New Jersey
$223K +$223K +5,417 New
HWM
796
Holloway Wealth Management
Florida
$222K -$193K – –
SWA
797
Stratos Wealth Advisors
Ohio
$222K +$222K +5,379 New
NAS
798
Nicolet Advisory Services
Wisconsin
$222K +$222K +5,381 New
KFC
799
Klingenstein Fields & Co
New York
$222K +$222K +5,389 New
LWA
800
Lineweaver Wealth Advisors
Ohio
$222K +$222K +5,389 New
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