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Exelon
EXC

Overview Fund Activity

916 hedge funds and large institutions have $34B invested in Exelon in 2021 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 328 increasing their positions, 326 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
16.13%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
100
Increased
328
Reduced
326
Closed
87
Calls
$217M
Puts
$113M
Net Calls
+$104M
Net Calls Change
+$13.1M

Top Buyers

1
BlackRock
BlackRock
New York
$3.57B
2
Capital International Investors
Capital International Investors
California
$2.21B
3
Citadel Advisors
Citadel Advisors
Florida
$148M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.1B
5
Norges Bank
Norges Bank
Norway
$281M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$452M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.18B
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$248M
4
LSV Asset Management
LSV Asset Management
Illinois
$324M
5
Invesco
Invesco
Georgia
$889M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
901
Tradewinds Capital Management
Washington
$3K – – –
SWG
902
Summit Wealth Group
Vermont
$3K +$3K +95 New
MPWT
903
MassMutual Private Wealth & Trust
Connecticut
$2K -$56.8K -1,505 -97%
SL
904
Savior LLC
Massachusetts
$2K -$5.43K -198 -73%
SCA
905
Stuart Chaussee & Associates
California
$2K +$2K +60 New
HWMA
906
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +60 New
MWM
907
Mascoma Wealth Management
New Hampshire
$2K +$2K +80 New
SIS
908
Sound Income Strategies
Florida
$1.88K – – –
RCA
909
Ranch Capital Advisors
Florida
$1K – – –
WOC
910
West Oak Capital
California
$1K – – –
CCM
911
Covington Capital Management
California
$1K +$1K +29 New
GAM
912
Grandview Asset Management
Pennsylvania
$1K +$1K +46 New
AMC
913
Asset Management Corp
Illinois
$303 – – –
BBHC
914
Brown Brothers Harriman & Co
New York
$173 -$2 -56 -1%
HFS
915
HBC Financial Services
Washington
$55 +$55 +1 New
Jennison Associates
916
Jennison Associates
New York
– -$32.4M -1,077,431 Closed
JG
917
Jefferies Group
New York
– -$16.7M -555,858 Closed
Nomura Holdings
918
Nomura Holdings
Japan
– -$12M -399,440 Closed
CANY
919
Caxton Associates (New York)
New York
– -$8.64M -286,980 Closed
MSA
920
Mason Street Advisors
Wisconsin
– -$5.68M -188,678 Closed
AL
921
AJO LP
Pennsylvania
– -$3.58M -118,804 Closed
CA
922
Capitolis Advisors
New York
– -$2.5M -82,895 Closed
UOC
923
UBS O'Connor
Illinois
– -$2.42M -80,409 Closed
Walleye Trading
924
Walleye Trading
New York
– -$2.35M -77,881 Closed
ETC
925
Exchange Traded Concepts
Oklahoma
– -$2.24M -74,254 Closed
35 36
37
38 39