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Exelon
EXC

Overview Fund Activity

873 hedge funds and large institutions have $28.1B invested in Exelon in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 336 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
17.94%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
95
Increased
303
Reduced
336
Closed
94
Calls
$96.6M
Puts
$49.4M
Net Calls
+$47.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$685M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.94B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$233M
4
PG
Pendal Group
Australia
$183M
5
CM
Corvex Management
New York
$78.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
2
Invesco
Invesco
Georgia
$848M
3
AQR Capital Management
AQR Capital Management
Connecticut
$154M
4
Ameriprise
Ameriprise
Minnesota
$258M
5
SOMRS
State of Michigan Retirement System
Michigan
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
926
Doyle Wealth Management
Florida
– -$229K -8,722 Closed
BIA
927
Bigelow Investment Advisors
Maine
– -$224K -8,527 Closed
EFS
928
Essex Financial Services
Connecticut
– -$223K -8,491 Closed
CWM
929
Chesapeake Wealth Management
Virginia
– -$218K -8,298 Closed
IC
930
IEQ Capital
California
– -$213K -8,143 Closed
GSBTD
931
Glenview State Bank Trust Department
Illinois
– -$205K -7,820 Closed
TYCC
932
Texas Yale Capital Corp
Florida
– -$203K -7,719 Closed
FI
933
FormulaFolio Investments
Michigan
– -$202K -7,696 Closed
FNT
934
First National Trust
Pennsylvania
– -$200K -7,634 Closed
TCWM
935
Total Clarity Wealth Management
Illinois
– -$200K -7,606 Closed
ASN
936
Advisory Services Network
Georgia
– -$177K -6,759 Closed
KFI
937
Key Financial Inc
Pennsylvania
– -$174K -6,553 Closed
SMFS
938
Squar Milner Financial Services
California
– -$163K -6,239 Closed
CWM
939
Centric Wealth Management
Illinois
– -$201K -5,909 Closed
PHK
940
Point72 Hong Kong
Hong Kong
– -$148K -5,650 Closed
IUHSA
941
Itau Unibanco Holding S.A.
Brazil
– -$104K -3,954 Closed
CC
942
Cognios Capital
Kansas
– -$87K -3,330 Closed
GSWM
943
Golden State Wealth Management
California
– -$64K -2,455 Closed
EWM
944
EPG Wealth Management
Georgia
– -$59K -2,260 Closed
NSB
945
Norway Savings Bank
Maine
– -$55K -2,109 Closed
NFG
946
Next Financial Group
Texas
– -$54K -2,054 Closed
DWM
947
Darwin Wealth Management
Florida
– -$44K -1,706 Closed
RFM
948
Royal Fund Management
Florida
– -$38K -1,471 Closed
HR
949
Howe & Rusling
New York
– -$38K -1,433 Closed
QAM
950
QCI Asset Management
New York
– -$34K -1,298 Closed
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