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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 %
FHB
801
First Hawaiian Bank
Hawaii
$221K +$221K +5,361 New
BBL
802
Beck Bode LLC
Massachusetts
$221K +$221K +5,365 New
QC
803
Quent Capital
New York
$220K +$220K +5,329 New
EIP
804
Easterly Investment Partners
Massachusetts
$220K +$220K +5,347 New
SBIA
805
Sheaff Brock Investment Advisors
Indiana
$219K +$219K +5,326 New
CW
806
CreativeOne Wealth
Kansas
$218K +$218K +5,293 New
FANJ
807
Financial Architects (New Jersey)
New Jersey
$217K +$217K +5,274 New
IFS
808
Ifrah Financial Services
Arkansas
$216K +$216K +5,239 New
BAS
809
Brown Advisory Securities
Maryland
$215K +$215K +5,206 New
CBFP
810
Cedar Brook Financial Partners
Ohio
$215K +$215K +5,208 New
CNC
811
Canandaigua National Corp
New York
$215K +$215K +5,224 New
AssetMark Inc
812
AssetMark Inc
California
$211K -$4.33M -104,954 -95%
SIAP
813
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$211K – – –
CPIG
814
Chicago Partners Investment Group
Illinois
$211K +$11.3K +376 +6%
BFA
815
Beaumont Financial Advisors
Massachusetts
$211K +$211K +5,114 New
Lido Advisors
816
Lido Advisors
California
$211K +$211K +5,143 New
SIA
817
Schechter Investment Advisors
Michigan
$210K +$210K +5,093 New
FFA
818
Freedman Financial Associates
Massachusetts
$209K – – –
JWCA
819
J.W. Coons Advisors
Ohio
$209K +$209K +5,047 New
NJBEST
820
New Jersey Better Educational Savings Trust
New Jersey
$208K +$208K +5,047 New
SCA
821
Strategic Capital Advisers
Colorado
$208K +$208K +5,047 New
NPT
822
Nixon Peabody Trust
Massachusetts
$208K +$208K +5,056 New
AIP
823
Almanack Investment Partners
Pennsylvania
$207K +$207K +5,019 New
BP
824
Ballentine Partners
Massachusetts
$206K +$206K +4,994 New
IWC
825
Integrated Wealth Concepts
Massachusetts
$206K +$206K +4,998 New
31 32
33
34 35