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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 %
CFO
901
CVA Family Office
Colorado
$61K +$61K +1,472 New
CAL
902
Capital Analysts LLC
Pennsylvania
$58K +$332 +8 +0.6%
HIIFS
903
Harel Insurance Investments & Financial Services
Israel
$58K +$58K +1,429 New
FCFS
904
First Command Financial Services
Texas
$57K -$17.3K -423 -23%
BC
905
Burleson & Co
California
$57K – – –
OC
906
Oakworth Capital
Alabama
$56K – – –
LFG
907
Larson Financial Group
Missouri
$55K +$40.3K +974 +274%
AA
908
Ancora Advisors
Ohio
$53K -$10.3K -249 -16%
BFEC
909
Benjamin F. Edwards & Company
Missouri
$53K +$41 +1 +0.1%
WPA
910
West Paces Advisors
Georgia
$51.5K – – –
MCM
911
MV Capital Management
Maryland
$51K +$2.37K +57 +5%
VRS
912
Virginia Retirement Systems
Virginia
$50.3K – – –
Jones Financial Companies
913
Jones Financial Companies
Missouri
$49K -$15K -362 -23%
PFGIA
914
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$41 +1 +0.1%
DHGWA
915
Dixon Hughes Goodman Wealth Advisors
North Carolina
$49K +$49K +1,179 New
NL
916
NVWM LLC
Pennsylvania
$48K – – –
JMF
917
Johnson Midwest Financial
Iowa
$47K – – –
CFN
918
Cordasco Financial Network
Florida
$46K – – –
TCWA
919
Ten Capital Wealth Advisors
Washington
$43K – – –
SBL
920
Sargent Bickham Lagudis
Colorado
$43K +$123 +3 +0.3%
OIA
921
Optimum Investment Advisors
Illinois
$42K – – –
JWM
922
Janiczek Wealth Management
Colorado
$42K +$3.07K +74 +8%
SWM
923
Selective Wealth Management
Virginia
$40K – – –
PCM
924
Penserra Capital Management
California
$39K -$6.52K -159 -14%
SA
925
SRH Advisors
Kansas
$39K – – –
35 36
37
38 39