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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 %
VNA
801
Valley National Advisers
Pennsylvania
$16K – – –
CMA
802
Cedar Mountain Advisors
Oregon
$16K – – –
PFP
803
Pinnacle Financial Partners
Tennessee
$16K – – –
VLKIM
804
Van Lanschot Kempen Investment Management
Netherlands
$16K +$4.03K +157 +34%
IFAM
805
Institutional & Family Asset Management
Colorado
$15K -$919 -35 -6%
BWM
806
Baystate Wealth Management
Massachusetts
$15K -$26 -1 -0.2%
RTC
807
Riverview Trust Company
Washington
$15K – – –
TL
808
TrueWealth LLC
Georgia
$15K – – –
BWA
809
BDO Wealth Advisors
Florida
$14K -$932 -35 -6%
EWM
810
Edge Wealth Management
New York
$14K – – –
CA
811
Clearstead Advisors
Ohio
$14K – – –
PCG
812
Private Capital Group
Connecticut
$14K +$5.13K +194 +58%
GAM
813
Gemmer Asset Management
California
$14K +$5.08K +197 +57%
THWM
814
Taylor Hoffman Wealth Management
Virginia
$14K +$14K +543 New
SFM
815
Systematic Financial Management
New Jersey
$13K – – –
FA
816
Financial Advantage
Maryland
$13K – – –
TPWA
817
TRUE Private Wealth Advisors
Oregon
$12K – – –
BCWM
818
Bartlett & Co Wealth Management
Ohio
$11.5K -$1.32K -51 -10%
BC
819
Bartlett & Co
Ohio
$11K -$1.27K -51 -10%
MSFP
820
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
CB
821
CNB Bank
Pennsylvania
$11K – – –
BAMG
822
Brand Asset Management Group
Missouri
$11K – – –
TC
823
Truvestments Capital
Florida
$11K – – –
EW
824
Evoke Wealth
California
$11K +$3.54K +137 +47%
SIM
825
Sonora Investment Management
Arizona
$10K – – –
31 32
33
34 35