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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 %
KPCM
801
Kings Point Capital Management
New York
$26K – – –
PMFA
802
Plante Moran Financial Advisors
Michigan
$26K – – –
CFFP
803
Center for Financial Planning
Michigan
$26K – – –
SLF
804
Sun Life Financial
Ontario, Canada
$25K -$197K -6,383 -89%
CCA
805
Catalyst Capital Advisors
New York
$25K -$4.78K -155 -16%
PCG
806
Private Capital Group
Connecticut
$25K +$10.4K +335 +71%
CFO
807
CVA Family Office
Colorado
$25K +$25K +806 New
SWA
808
SOA Wealth Advisors
New York
$24K – – –
AWM
809
Avior Wealth Management
Nebraska
$23K -$749 -24 -3%
LWA
810
Lowe Wealth Advisors
Maryland
$23K – – –
JWM
811
Janiczek Wealth Management
Colorado
$23K +$7.48K +242 +48%
FFC
812
First Financial Corp
Indiana
$22K – – –
FCA
813
FinTrust Capital Advisors
South Carolina
$22K – – –
VRM
814
Vectors Research Management
New York
$22K – – –
MMG
815
Monetary Management Group
Missouri
$22K – – –
AIM
816
Anchor Investment Management
South Carolina
$21.9K +$21.9K +701 New
HDIM
817
Hanson & Doremus Investment Management
Vermont
$21K – – –
DAC
818
Dividend Assets Capital
South Carolina
$21K – – –
MGIM
819
M&G Investment Management
United Kingdom
$20.7K +$126 +4,021 +0.6%
IBOK
820
Independence Bank of Kentucky
Kentucky
$20K -$4.44K -140 -18%
FP
821
Fiduciary Planning
Florida
$20K – – –
CIA
822
CSat Investment Advisory
Michigan
$20K +$4.7K +153 +31%
ZB
823
Zions Bancorporation
Utah
$19K -$7.39K -236 -28%
PFP
824
Pinnacle Financial Partners
Tennessee
$19K – – –
EIP
825
Ellis Investment Partners
Pennsylvania
$19K – – –
31 32
33
34 35