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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$871M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.69B
4
PAM
4
Panagora Asset Management
Massachusetts
$94.6M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$750M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
876
Winslow Evans & Crocker
Massachusetts
$28K – – –
TC
877
Trust Company
Kansas
$28K – – –
IBOK
878
Independence Bank of Kentucky
Kentucky
$27K – – –
VRM
879
Vectors Research Management
New York
$27K – – –
VLKIM
880
Van Lanschot Kempen Investment Management
Netherlands
$27K – – –
ADL
881
Asset Dedication LLC
California
$27K +$14.6K +420 +117%
AM
882
Atwater Malick
Pennsylvania
$27K +$27K +785 New
IFAM
883
Institutional & Family Asset Management
Colorado
$26K +$35 +1 +0.1%
GWS
884
Glassman Wealth Services
Virginia
$25K -$1.89K -55 -7%
LWA
885
Lowe Wealth Advisors
Maryland
$25K – – –
TFA
886
Toth Financial Advisory
Virginia
$25K +$176 +5 +0.7%
MMG
887
Monetary Management Group
Missouri
$24K – – –
FFC
888
First Financial Corp
Indiana
$24K – – –
HDIM
889
Hanson & Doremus Investment Management
Vermont
$24K – – –
FBT
890
First Bank & Trust
South Dakota
$24K – – –
TF
891
Tompkins Financial
New York
$24K – – –
BWM
892
Baystate Wealth Management
Massachusetts
$24K +$34 +1 +0.1%
KTC
893
Kistler-Tiffany Companies
Pennsylvania
$22K +$34 +1 +0.2%
KWA
894
KCS Wealth Advisory
California
$21.1K +$21.1K +611 New
CIAS
895
Capital Investment Advisory Services
North Carolina
$21K +$10.7K +306 +103%
GWAG
896
Garrett Wealth Advisory Group
Texas
$20.5K +$20.5K +596 New
EW
897
Evoke Wealth
California
$20.5K +$20.5K +594 New
NCM
898
Nelson Capital Management
California
$20K +$20K +589 New
QT
899
Quantamental Technologies
New York
$19K -$10.8K -306 -36%
RTC
900
Riverview Trust Company
Washington
$19K – – –
34 35
36
37 38