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Exelon
EXC

933 hedge funds and large institutions have $38B invested in Exelon in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 334 increasing their positions, 333 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $288M | Put options by funds: $173M

67% more funds holding in top 10

Funds holding in top 10: 12 → 20 (+8)

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

9% more capital invested

Capital invested by funds: $34.9B → $38B (+$3.13B)

2% more funds holding

Funds holding: 918 → 933 (+15)

0% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 333

0.22% less ownership

Funds ownership: 113.16% → 112.94% (-0.22%)

Holders
933
Holders Change
+15
Holders Change %
+1.63%
% of All Funds
16.33%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.35%
New
85
Increased
334
Reduced
333
Closed
57
Calls
$288M
Puts
$173M
Net Calls
+$116M
Net Calls Change
-$66M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$118M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$69.7M
4
ECP
Electron Capital Partners
New York
+$55.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$55.2M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$138M
2
BlackRock
BlackRock
New York
-$112M
3
CM
Corvex Management
New York
-$85.7M
4
FTCM
Fir Tree Capital Management
New York
-$68M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$60M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
826
Private Capital Group
Connecticut
$33K – – –
CFFP
827
Center for Financial Planning
Michigan
$32K – – –
JWM
828
Janiczek Wealth Management
Colorado
$32K +$308 +9 +1%
PAI
829
Pittenger & Anderson Inc
Nebraska
$31K – – –
SCM
830
Silvant Capital Management
Georgia
$30K – – –
AFG
831
Albion Financial Group
Utah
$29K – – –
PMFA
832
Plante Moran Financial Advisors
Michigan
$29K – – –
CCA
833
Catalyst Capital Advisors
New York
$28K -$581 -17 -2%
TWA
834
TCI Wealth Advisors
Arizona
$26K +$3.59K +105 +16%
VLKIM
835
Van Lanschot Kempen Investment Management
Netherlands
$25K -$2.8K -82 -10%
FCA
836
FinTrust Capital Advisors
South Carolina
$25K – – –
AIM
837
Anchor Investment Management
South Carolina
$24.2K – – –
FFC
838
First Financial Corp
Indiana
$24K – – –
HDIM
839
Hanson & Doremus Investment Management
Vermont
$24K – – –
MMG
840
Monetary Management Group
Missouri
$24K – – –
VRM
841
Vectors Research Management
New York
$24K – – –
FP
842
Financial Perspectives
Minnesota
$23.1K +$205 +6 +0.9%
RCG
843
Rock Creek Group
District of Columbia
$23K -$3.45K -101 -13%
ST
844
Smithfield Trust
Pennsylvania
$23K – – –
MCM
845
Manchester Capital Management
Vermont
$23K +$308 +9 +1%
Parallax Volatility Advisers
846
Parallax Volatility Advisers
California
$23K +$23.2K +679 New
IBOK
847
Independence Bank of Kentucky
Kentucky
$22K – – –
LWA
848
Lowe Wealth Advisors
Maryland
$22K – – –
PFPT
849
Pinnacle Financial Partners (Tennessee)
Tennessee
$22K – – –
BIA
850
Bell Investment Advisors
California
$22K +$21.4K +627 New
32 33
34
35 36

EXC Hedge Fund Activity: Q3 2021 in Review

933 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2021, worth a combined $38B — up 9% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXC positions and 57 closed out — a net gain of 28 holders — while 334 added to existing stakes and 333 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $118M. The largest seller was LSV Asset Management, cutting an estimated $138M.

  • 933 institutional investors held Exelon (EXC) as of Q3 2021, up from 918 in Q2 2021.
  • Funds reported $38B of Exelon stock for Q3 2021, up 9% quarter-over-quarter.
  • 85 funds opened new Exelon positions in Q3 2021 and 57 closed out, a net change of +28 holders.
  • The largest Exelon buyer in Q3 2021 was Morgan Stanley, an estimated $118M added.
  • The largest Exelon seller in Q3 2021 was LSV Asset Management, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2021.