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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 %
MFT
901
Moisand Fitzgerald Tamayo
Florida
$19K – – –
AP
902
Arlington Partners
Alabama
$19K – – –
TL
903
TrueWealth LLC
Georgia
$19K – – –
THWM
904
Taylor Hoffman Wealth Management
Virginia
$19K – – –
GWMIA
905
Global Wealth Management Investment Advisory
Florida
$19K – – –
FA
906
Financial Advantage
Maryland
$18K -$567 -17 -3%
EWM
907
Edge Wealth Management
New York
$18K – – –
WWM
908
Willingdon Wealth Management
North Carolina
$18K +$2.66K +78 +17%
SFM
909
Systematic Financial Management
New Jersey
$17K -$1.12M -32,342 -99%
RA
910
Rational Advisors
New York
$17K -$51.1K -1,455 -75%
ONST
911
Old North State Trust
North Carolina
$17K +$17K +499 New
PAI
912
Pittenger & Anderson Inc
Nebraska
$16K – – –
CCM
913
Covington Capital Management
California
$16K +$16K +454 New
TC
914
Truvestments Capital
Florida
$15K – – –
CFG
915
Citizens Financial Group
Rhode Island
$15K – – –
GAM
916
Gemmer Asset Management
California
$15K +$1.73K +49 +13%
MSFP
917
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
PB
918
Pinnacle Bancorp
Nebraska
$14K – – –
CB
919
CNB Bank
Pennsylvania
$14K – – –
BAMG
920
Brand Asset Management Group
Missouri
$14K – – –
GIC
921
Gantzert Investment Company
Illinois
$14K – – –
CI
922
CX Institutional
Indiana
$14K +$1.2K +35 +9%
SIM
923
Sonora Investment Management
Arizona
$13K -$4.13K -121 -24%
PWP
924
Personal Wealth Partners
Minnesota
$13K +$4.19K +119 +48%
BC
925
Barnett & Company
Tennessee
$12K – – –
35 36
37
38 39