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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 %
BWP
851
Baldwin Wealth Partners
Massachusetts
$6K – – –
BHWM
852
Bay Harbor Wealth Management
Maryland
$6K – – –
BWM
853
BerganKDV Wealth Management
Minnesota
$6K +$4.52K +183 +305%
TFO
854
Tarbox Family Office
California
$5K -$1.72K -70 -26%
PCA
855
Providence Capital Advisors
North Carolina
$5K – – –
APW
856
Acima Private Wealth
Virginia
$5K – – –
CI
857
CX Institutional
Indiana
$4K -$6.13K -213 -61%
FMP
858
Financial Management Professionals
Texas
$4K – – –
CAL
859
Capital Advisors Ltd
Ohio
$4K +$47 +2 +1%
HFA
860
HC Financial Advisors
California
$4K +$4K +140 New
OFG
861
OmniStar Financial Group
North Carolina
$4K +$4K +151 New
WPA
862
West Paces Advisors
Georgia
$3.39K -$3.23K -123 -49%
RCA
863
Ranch Capital Advisors
Florida
$3K -$954 -48 -24%
NR
864
Newfound Research
Massachusetts
$3K – – –
OC
865
Oakworth Capital
Alabama
$3K – – –
SFA
866
Semmax Financial Advisors
North Carolina
$3K – – –
OAM
867
Optimal Asset Management
California
$2.13K +$682 +25,968 +47%
Kayne Anderson Rudnick Investment Management
868
Kayne Anderson Rudnick Investment Management
California
$2K – – –
TCM
869
Tradewinds Capital Management
Washington
$2K – – –
SIS
870
Sound Income Strategies
Florida
$2K – – –
WB
871
West Bancorporation
Iowa
$2K – – –
GFPC
872
Global Financial Private Capital
Florida
$1K -$938 -30 -48%
WOC
873
West Oak Capital
California
$1K – – –
PCTC
874
Perkins Coie Trust Company
Washington
$1K +$1K +20 New
WA
875
WBH Advisory
Maryland
$505 -$17 -630 -3%
33 34
35
36 37