EXC icon

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 %
GWMIA
926
Global Wealth Management Investment Advisory
Florida
$39K – – –
EWA
927
EverSource Wealth Advisors
Alabama
$39K +$39K +931 New
SFM
928
Signet Financial Management
New Jersey
$39K +$39K +937 New
EA
929
Evolution Advisers
Virginia
$39K +$39K +958 New
CFFP
930
Center for Financial Planning
Michigan
$38K – – –
CNBTD
931
Citizens National Bank Trust Department
Mississippi
$38K +$38K +911 New
PAI
932
Pittenger & Anderson Inc
Nebraska
$37K – – –
SCM
933
Silvant Capital Management
Georgia
$36K – – –
AFG
934
Albion Financial Group
Utah
$36K +$958 +23 +3%
MTIC
935
Missouri Trust & Investment Company
Missouri
$36K +$36K +883 New
CWM
936
Curi Wealth Management
North Carolina
$33K +$33K +822 New
MGIM
937
M&G Investment Management
United Kingdom
$32.5K -$46K -1,111,810 -59%
CCA
938
Catalyst Capital Advisors
New York
$31K -$2.66K -65 -8%
TWA
939
TCI Wealth Advisors
Arizona
$31K -$290 -7 -0.9%
ST
940
Smithfield Trust
Pennsylvania
$31K -$128 -3 -0.4%
VLKIM
941
Van Lanschot Kempen Investment Management
Netherlands
$30K – – –
EWM
942
Elmwood Wealth Management
California
$30K +$30K +728 New
FFC
943
First Financial Corp
Indiana
$29K – – –
VRM
944
Vectors Research Management
New York
$29K – – –
MMG
945
Monetary Management Group
Missouri
$29K – – –
SC
946
Stephens Consulting
Michigan
$28K +$28K +680 New
MCM
947
Manchester Capital Management
Vermont
$28K -$165 -4 -0.6%
HDIM
948
Hanson & Doremus Investment Management
Vermont
$28K – – –
FP
949
Financial Perspectives
Minnesota
$27.7K +$165 +4 +0.6%
LWA
950
Lowe Wealth Advisors
Maryland
$26K – – –
36 37
38
39 40