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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 %
PFP
801
Pinnacle Financial Partners
Tennessee
$17K – – –
WT
802
Washington Trust
Rhode Island
$17K +$17K +631 New
FP
803
Financial Perspectives
Minnesota
$16.6K – – –
IFAM
804
Institutional & Family Asset Management
Colorado
$16K -$1.93K -73 -11%
VNA
805
Valley National Advisers
Pennsylvania
$16K – – –
TIM
806
Tortoise Investment Management
New York
$15K -$8.77K -328 -37%
RTC
807
Riverview Trust Company
Washington
$15K – – –
BWM
808
Baystate Wealth Management
Massachusetts
$15K – – –
TL
809
TrueWealth LLC
Georgia
$15K – – –
BWA
810
BDO Wealth Advisors
Florida
$15K +$9.39K +351 +167%
Twin Tree Management
811
Twin Tree Management
Texas
$15K +$15K +565 New
FA
812
Financial Advantage
Maryland
$14K – – –
EWM
813
Edge Wealth Management
New York
$14K – – –
EIP
814
Ellis Investment Partners
Pennsylvania
$14K +$8.15K +354 +139%
CA
815
Clearstead Advisors
Ohio
$14K +$14K +533 New
SFM
816
Systematic Financial Management
New Jersey
$13K – – –
CAN
817
Claraphi Advisory Network
United States
$13K +$13K +489 New
BC
818
Bartlett & Co
Ohio
$13K +$13K +494 New
BCWM
819
Bartlett & Co Wealth Management
Ohio
$13K -$12K -457 -48%
BC
820
Barnett & Company
Tennessee
$12K -$7.19K -282 -37%
TPWA
821
TRUE Private Wealth Advisors
Oregon
$12K -$3.67K -147 -23%
WWM
822
Willingdon Wealth Management
North Carolina
$12K – – –
VLKIM
823
Van Lanschot Kempen Investment Management
Netherlands
$12K – – –
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
MSFP
825
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
31 32
33
34 35