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Exelon
EXC

Overview Fund Activity

962 hedge funds and large institutions have $37.1B invested in Exelon in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 375 increasing their positions, 364 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
-40
Holders Change %
-3.99%
% of All Funds
21.13%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
59
Increased
375
Reduced
364
Closed
92
Calls
$214M
Puts
$81.4M
Net Calls
+$133M
Net Calls Change
+$35.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$861M
2
Invesco
Invesco
Georgia
$988M
3
Ameriprise
Ameriprise
Minnesota
$472M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$101M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$186M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$248M
2
AQR Capital Management
AQR Capital Management
Connecticut
$871M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
4
PAM
Panagora Asset Management
Massachusetts
$94.6M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$750M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
851
Shine Investment Advisory Services
Colorado
$46K +$4.81K +140 +12%
QAM
852
QCI Asset Management
New York
$45K -$5.93K -171 -12%
AW
853
Alpha Windward
Massachusetts
$43K – – –
PG
854
Proffitt & Goodson
Tennessee
$42K – – –
BCA
855
Berman Capital Advisors
Georgia
$39K -$103 -3 -0.3%
AA
856
Advisory Alpha
Michigan
$38.1K +$38.1K +1,116 New
CFN
857
Cordasco Financial Network
Florida
$38K – – –
SLF
858
Sun Life Financial
Ontario, Canada
$38K +$240 +7 +0.6%
VCM
859
Versant Capital Management
Arizona
$38K +$343 +10 +0.9%
KPCM
860
Kings Point Capital Management
New York
$38K +$9.84K +288 +35%
WPW
861
Winthrop Partners - WNY
New York
$37.2K -$59.4K -1,724 -61%
MRCM
862
M&R Capital Management
New Jersey
$37K +$34 +1 +0.1%
SL
863
Salomon & Ludwin
Virginia
$36K – – –
M
864
MOTCO
Texas
$35K -$7.51K -220 -18%
BC
865
Bartlett & Co
Ohio
$33K +$14.4K +415 +77%
BCWM
866
Bartlett & Co Wealth Management
Ohio
$32.8K +$14.3K +415 +77%
CFGS
867
Concourse Financial Group Securities
Alabama
$32K -$329K -9,594 -91%
RFM
868
Royal Fund Management
Florida
$32K +$571 +17 +2%
TIM
869
Tortoise Investment Management
New York
$31K – – –
CH
870
Canton Hathaway
Rhode Island
$31K +$9.53K +280 +44%
SCM
871
Silvant Capital Management
Georgia
$30K -$6.61K -192 -18%
PMFA
872
Plante Moran Financial Advisors
Michigan
$29K – – –
HCM
873
Hilton Capital Management
New York
$29K – – –
WCG
874
Weaver Consulting Group
California
$29K – – –
GT
875
Glenmede Trust
Pennsylvania
$28.6K -$12.5K -363,118 -30%
33 34
35
36 37