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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 %
MSFP
826
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
BAMG
827
Brand Asset Management Group
Missouri
$11K – – –
TC
828
Truvestments Capital
Florida
$11K +$11K +443 New
SIM
829
Sonora Investment Management
Arizona
$10K – – –
OSAM
830
O'Shaughnessy Asset Management
Connecticut
$9K -$53.8K -2,162 -86%
PCG
831
Private Capital Group
Connecticut
$9K -$9.08K -338 -50%
GAM
832
Gemmer Asset Management
California
$9K -$2.08K -80 -19%
1IA
833
1834 Investment Advisors
Wisconsin
$9K – – –
LFG
834
Larson Financial Group
Missouri
$9K – – –
LWANC
835
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K – – –
TF
836
TimeScale Financial
Massachusetts
$9K – – –
ADL
837
Asset Dedication LLC
California
$9K +$25 +1 +0.3%
DOA
838
D'Orazio & Associates
Virginia
$8K +$102 +4 +1%
EW
839
Evoke Wealth
California
$7.6K -$6.89K -262 -48%
HWA
840
Heritage Wealth Advisors
Virginia
$7.36K -$31.9K -1,215 -81%
SL
841
Savior LLC
Massachusetts
$7K -$542 -21 -7%
LWA
842
Lenox Wealth Advisors
New York
$7K -$528 -19 -7%
AP
843
Atwood & Palmer
Missouri
$7K – – –
LFG
844
LifePlan Financial Group
Ohio
$7K – – –
GIC
845
Gantzert Investment Company
Illinois
$7K – – –
APWM
846
Atlas Private Wealth Management
New York
$7K – – –
FWM
847
Filbrandt Wealth Management
Wisconsin
$7K – – –
CG
848
Cutler Group
California
$7K +$7K +280 New
FGAM
849
Financial Gravity Asset Management
Texas
$6.26K -$3.21K -122 -34%
CTB
850
Country Trust Bank
Illinois
$6K – – –
32 33
34
35 36