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Exelon
EXC

Overview Fund Activity

851 hedge funds and large institutions have $27.5B invested in Exelon in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 269 increasing their positions, 346 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
851
Holders Change
-22
Holders Change %
-2.52%
% of All Funds
17.22%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
84
Increased
269
Reduced
346
Closed
100
Calls
$150M
Puts
$59.9M
Net Calls
+$90.5M
Net Calls Change
+$43.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$462M
2
Morgan Stanley
2
Morgan Stanley
New York
$277M
3
Citadel Advisors
3
Citadel Advisors
Florida
$107M
4
ZP
4
Zimmer Partners
New York
$91.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$512M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$115M
2
Ameriprise
2
Ameriprise
Minnesota
$148M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$49M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.79B
5
Goldman Sachs
5
Goldman Sachs
New York
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
901
V Wealth Advisors
Kansas
– -$289K -11,154 Closed
MS
902
Maven Securities
Jersey
– -$283K -10,916 Closed
BA
903
Bridgewater Associates
Connecticut
– -$277K -10,715 Closed
SWA
904
Stratos Wealth Advisors
Ohio
– -$268K -10,352 Closed
BS
905
Banco Santander
Spain
– -$262K -10,131 Closed
ACM
906
Ativo Capital Management
Illinois
– -$256K -9,878 Closed
CAM
907
Cresset Asset Management
Illinois
– -$247K -9,532 Closed
FHB
908
First Hawaiian Bank
Hawaii
– -$243K -9,410 Closed
CWP
909
Capital Wealth Planning
Florida
– -$239K -9,225 Closed
VWM
910
Vigilare Wealth Management
Arizona
– -$238K -9,190 Closed
CGL
911
Clarius Group LLC
Washington
– -$237K -9,155 Closed
AGM
912
Alpine Global Management
New York
– -$234K -9,041 Closed
SCM
913
SKBA Capital Management
California
– -$232K -8,973 Closed
LCS
914
Levin Capital Strategies
New York
– -$218K -8,412 Closed
CI
915
Capital International
California
– -$216K -8,345 Closed
RMA
916
Roffman Miller Associates
Pennsylvania
– -$216K -8,336 Closed
CT
917
Chicago Trust
Illinois
– -$215K -8,326 Closed
Financial Engines Advisors
918
Financial Engines Advisors
California
– -$211K -8,140 Closed
NB
919
Nicolet Bankshares
Wisconsin
– -$204K -7,862 Closed
ER
920
Enlightenment Research
Florida
– -$203K -7,851 Closed
VCA
921
Verdence Capital Advisors
Maryland
– -$202K -7,819 Closed
CG
922
Caprock Group
Idaho
– -$202K -7,815 Closed
EH
923
Equitable Holdings
New York
– -$200K -7,641 Closed
OPS
924
Orion Portfolio Solutions
Nebraska
– -$164K -6,337 Closed
RDWM
925
Red Door Wealth Management
Tennessee
– -$157K -6,073 Closed
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37
38 39