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Exelon
EXC

Overview Fund Activity

1,062 hedge funds and large institutions have $45.3B invested in Exelon in 2021 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 353 increasing their positions, 322 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+135
Holders Change %
+14.56%
% of All Funds
16.4%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.32%
New
217
Increased
353
Reduced
322
Closed
61
Calls
$270M
Puts
$173M
Net Calls
+$97M
Net Calls Change
-$18.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$310M
2
GQG Partners
GQG Partners
Florida
+$208M
3
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
+$147M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$303M
2
BlackRock
BlackRock
New York
-$268M
3
PG
Pendal Group
Australia
-$168M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOSM
876
First National Bank of South Miami
Florida
$92K -$19.3K -468 -17%
PWMG
877
Prestige Wealth Management Group
New Jersey
$92K – – –
MA
878
Montag & Associates
Georgia
$91K – – –
MAM
879
Mystic Asset Management
Rhode Island
$90K +$90K +2,208 New
VC
880
Vestor Capital
Illinois
$86K – – –
ZB
881
Zions Bancorporation
Utah
$86K +$4.64K +113 +6%
TFO
882
Tarbox Family Office
California
$77K -$124 -3 -0.2%
WWM
883
Wolff Wiese Magana
California
$76K – – –
TIM
884
Tortoise Investment Management
New York
$75K +$4.88K +118 +7%
GCM
885
Gables Capital Management
Florida
$74K – – –
AWA
886
Amplius Wealth Advisors
Pennsylvania
$74K +$74K +1,800 New
RK
887
Rather & Kittrell
Tennessee
$74K +$74K +1,807 New
PP
888
PrairieView Partners
Minnesota
$72K – – –
GCM
889
Gladius Capital Management
Illinois
$71K +$71K +1,717 New
CM
890
Cornerstone Management
Georgia
$70.8K +$70.8K +1,719 New
WTC
891
WhitTier Trust Company
Nevada
$70K +$17.7K +433 +34%
LF
892
Lee Financial
Texas
$69K -$11.5K -281 -14%
BCFD
893
Boit C.F. David
$69K – – –
KPCM
894
Kings Point Capital Management
New York
$69K – – –
Manulife (Manufacturers Life Insurance)
895
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.7K -$7.65K -185,578 -10%
PFA
896
Professional Financial Advisors
Nebraska
$67K +$537 +13 +0.8%
CSB
897
City State Bank
Iowa
$65K +$65K +1,576 New
RMC
898
Resources Management Corp
Connecticut
$64K – – –
BFC
899
Bedel Financial Consulting
Indiana
$64K +$3.13K +76 +5%
FCB
900
First Command Bank
Texas
$63K – – –
34 35
36
37 38