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Exelon
EXC

Overview Fund Activity

912 hedge funds and large institutions have $34.8B invested in Exelon in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 328 increasing their positions, 322 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-4
Holders Change %
-0.44%
% of All Funds
15.92%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
76
Increased
328
Reduced
322
Closed
70
Calls
$326M
Puts
$144M
Net Calls
+$182M
Net Calls Change
+$78.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2.64B
2
Capital Research Global Investors
Capital Research Global Investors
California
$381M
3
PC
PointState Capital
New York
$112M
4
OCAM
Owl Creek Asset Management
New York
$86M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$834M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$213M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$12M
3
Norges Bank
Norges Bank
Norway
$196M
4
Citadel Advisors
Citadel Advisors
Florida
$76.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
876
Filbrandt Wealth Management
Wisconsin
$8K – – –
LAS
877
Lloyd Advisory Services
Georgia
$8K +$3.86K +121 +93%
PWP
878
Personal Wealth Partners
Minnesota
$8K +$8K +250 New
PGAM
879
Princeton Global Asset Management
New Jersey
$7K – – –
KFP
880
KB Financial Partners
New Jersey
$7K – – –
BWP
881
Baldwin Wealth Partners
Massachusetts
$7K – – –
WWM
882
Wagner Wealth Management
South Carolina
$7K – – –
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$7K +$5.42K +181 +342%
CFD
884
Creative Financial Designs
Indiana
$6K – – –
ADL
885
Asset Dedication LLC
California
$6K – – –
CAL
886
Capital Advisors Ltd
Ohio
$6K – – –
APW
887
Acima Private Wealth
Virginia
$6K – – –
BWM
888
BerganKDV Wealth Management
Minnesota
$6K +$62 +2 +1%
GWSG
889
GPS Wealth Strategies Group
Colorado
$5K – – –
CWA
890
Clearview Wealth Advisors
Oregon
$5K +$32 +1 +0.7%
NFSG
891
Newbridge Financial Services Group
Florida
$5K +$35 +1 +0.7%
Nisa Investment Advisors
892
Nisa Investment Advisors
Missouri
$4.77K -$975 -30,856 -17%
WPA
893
West Paces Advisors
Georgia
$4.08K – – –
EWA
894
Evolution Wealth Advisors
Florida
$4K – – –
AWM
895
AllSquare Wealth Management
New York
$4K – – –
SIS
896
Sound Income Strategies
Florida
$4K +$2.15K +70 +117%
VCM
897
Versant Capital Management
Arizona
$3K -$45.7K -1,234 -94%
Acadian Asset Management
898
Acadian Asset Management
Massachusetts
$3K – – –
SWG
899
Summit Wealth Group
Vermont
$3K – – –
FI
900
FormulaFolio Investments
Michigan
$3K +$3K +88 New
34 35
36
37 38