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Exelon
EXC

Overview Fund Activity

912 hedge funds and large institutions have $34.8B invested in Exelon in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 328 increasing their positions, 322 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-4
Holders Change %
-0.44%
% of All Funds
15.92%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
76
Increased
328
Reduced
322
Closed
70
Calls
$326M
Puts
$144M
Net Calls
+$182M
Net Calls Change
+$78.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2.64B
2
Capital Research Global Investors
Capital Research Global Investors
California
$381M
3
PC
PointState Capital
New York
$112M
4
OCAM
Owl Creek Asset Management
New York
$86M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$834M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$213M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$12M
3
Norges Bank
Norges Bank
Norway
$196M
4
Citadel Advisors
Citadel Advisors
Florida
$76.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
826
Bartlett & Co Wealth Management
Ohio
$18.1K – – –
HWA
827
HHM Wealth Advisors
Tennessee
$18K – – –
BWM
828
Baystate Wealth Management
Massachusetts
$18K – – –
BC
829
Bartlett & Co
Ohio
$18K – – –
GAM
830
Gemmer Asset Management
California
$18K +$1.63K +51 +10%
ONST
831
Old North State Trust
North Carolina
$18K +$18K +561 New
TFIPS
832
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.7K – – –
HDIM
833
Hanson & Doremus Investment Management
Vermont
$17K – – –
MFT
834
Moisand Fitzgerald Tamayo
Florida
$17K – – –
BWA
835
BDO Wealth Advisors
Florida
$17K – – –
IFAM
836
Institutional & Family Asset Management
Colorado
$17K – – –
CTB
837
Country Trust Bank
Illinois
$17K – – –
SB
838
Strategic Blueprint
Georgia
$17K +$17K +536 New
PA
839
Perennial Advisors
New York
$16K – – –
DWA
840
Delos Wealth Advisors
Texas
$16K +$16K +496 New
AIG
841
American International Group
New York
$15.4K -$128 -4,059 -0.8%
EW
842
Evoke Wealth
California
$15K -$4.27K -136 -22%
SFM
843
Systematic Financial Management
New Jersey
$15K – – –
TC
844
Truvestments Capital
Florida
$14K -$14K -443 -50%
FA
845
Financial Advantage
Maryland
$14K – – –
DAC
846
Dividend Assets Capital
South Carolina
$13K -$7.88K -254 -38%
RFA
847
Reilly Financial Advisors
California
$13K -$1.79K -58 -12%
MSFP
848
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
CCM
849
Cribstone Capital Management
Maine
$13K – – –
CB
850
CNB Bank
Pennsylvania
$13K – – –
32 33
34
35 36