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Exelon
EXC

Overview Fund Activity

873 hedge funds and large institutions have $28.1B invested in Exelon in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
17.94%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
95
Increased
303
Reduced
336
Closed
94
Calls
$96.6M
Puts
$49.4M
Net Calls
+$47.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$685M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.94B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$233M
4
PG
Pendal Group
Australia
$183M
5
CM
Corvex Management
New York
$78.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
2
Invesco
Invesco
Georgia
$848M
3
AQR Capital Management
AQR Capital Management
Connecticut
$154M
4
Ameriprise
Ameriprise
Minnesota
$258M
5
SOMRS
State of Michigan Retirement System
Michigan
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
851
Creative Financial Designs
Indiana
$5K +$5K +196 New
CWC
852
Carolinas Wealth Consulting
North Carolina
$5K +$5K +199 New
WEC
853
Winslow Evans & Crocker
Massachusetts
$4K -$22.4K -785 -85%
HFA
854
HC Financial Advisors
California
$4K – – –
CAL
855
Capital Advisors Ltd
Ohio
$4K +$47 +2 +1%
APWA
856
Atlas Private Wealth Advisors
New Jersey
$4K +$4K +153 New
WPA
857
West Paces Advisors
Georgia
$3.34K – – –
SFA
858
Semmax Financial Advisors
North Carolina
$3K – – –
OC
859
Oakworth Capital
Alabama
$3K – – –
HS
860
Horan Securities
United States
$3K +$3K +119 New
Bank Julius Baer & Co
861
Bank Julius Baer & Co
Switzerland
$2K -$167K -5,583 -99%
TCM
862
Tradewinds Capital Management
Washington
$2K – – –
WB
863
West Bancorporation
Iowa
$2K – – –
SIS
864
Sound Income Strategies
Florida
$2K – – –
WR
865
Watson Rebecca
$2K +$2K +77 New
MPWT
866
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.98K +80 +8,000%
AIM
867
Anchor Investment Management
South Carolina
$1.45K +$1.45K +56 New
GFPC
868
Global Financial Private Capital
Florida
$1K – – –
WOC
869
West Oak Capital
California
$1K – – –
TFA
870
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
UFF
871
USA Financial Formulas
Michigan
$1K +$711 +27 +245%
EI
872
Ellevest Inc
New York
$1K +$1K +31 New
NC
873
NewSquare Capital
Pennsylvania
$1K +$1K +31 New
TI
874
tru Independence
Oregon
$26 – – –
Citadel Advisors
875
Citadel Advisors
Florida
– -$49.1M -1,871,176 Closed
33 34
35
36 37