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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 %
QCG
826
Quadrant Capital Group
Ohio
$205K +$10.1K +245 +5%
ACA
827
Affinity Capital Advisors
California
$205K +$205K +4,971 New
AWA
828
Arete Wealth Advisors
Illinois
$204K +$204K +4,952 New
CW
829
Connectus Wealth
Ohio
$203K +$203K +4,935 New
BFA
830
Bill Few Associates
Pennsylvania
$202K +$202K +4,906 New
CF
831
Centaurus Financial
California
$201K +$55.4K +1,345 +38%
CFG
832
Cooper Financial Group
California
$201K +$201K +4,866 New
AIFAIM
833
American Institute for Advanced Investment Management
Arizona
$201K +$201K +4,868 New
CWM
834
Cornerstone Wealth Management
Missouri
$201K +$201K +4,882 New
SC
835
Searle & Co
Connecticut
$200K +$200K +4,858 New
CHA
836
Carmichael Hill & Associates
Maryland
$199K +$206 +5 +0.1%
NFG
837
Next Financial Group
Texas
$196K -$20.7K -501 -10%
BEI
838
Benjamin Edwards Inc
Missouri
$194K +$194K +4,719 New
CHC
839
City Holding Co
West Virginia
$188K -$136K -4,459 -42%
JFA
840
JNBA Financial Advisors
Minnesota
$164K -$11.5K -280 -7%
SWA
841
Sutton Wealth Advisors
Florida
$162K – – –
CFCI
842
Comprehensive Financial Consultants Institutional
Indiana
$156K +$156K +5,140 New
CT
843
Cambridge Trust
Massachusetts
$151K +$151K +3,668 New
BIP
844
Blueprint Investment Partners
North Carolina
$150K +$150K +3,648 New
EW
845
Evoke Wealth
California
$150K +$14.7K +356 +11%
LCM
846
Logan Capital Management
Pennsylvania
$145K -$70.1K -1,695 -33%
OSNBOA
847
Old Second National Bank of Aurora
Illinois
$144K +$4.19K +141 +3%
SSB
848
Sandy Spring Bank
Maryland
$143K – – –
CMBA
849
C.M. Bidwell & Associates
Hawaii
$142K -$991 -24 -0.7%
FWM
850
Focused Wealth Management
New York
$139K +$288 +7 +0.2%
32 33
34
35 36