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Exelon
EXC

Overview Fund Activity

967 hedge funds and large institutions have $34.9B invested in Exelon in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 322 increasing their positions, 385 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
+5
Holders Change %
+0.52%
% of All Funds
19.1%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.22%
New
122
Increased
322
Reduced
385
Closed
99
Calls
$211M
Puts
$104M
Net Calls
+$107M
Net Calls Change
-$26M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.26B
2
Capital International Investors
2
Capital International Investors
California
$1.17B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$289M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$183M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$159M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$633M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$529M
4
Jennison Associates
4
Jennison Associates
New York
$74.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
951
Howard Wealth Management
Connecticut
$4K +$4K +139 New
NR
952
Newfound Research
Massachusetts
$3K -$1.39K -45 -32%
Kayne Anderson Rudnick Investment Management
953
Kayne Anderson Rudnick Investment Management
California
$3K – – –
TCM
954
Tradewinds Capital Management
Washington
$3K – – –
WB
955
West Bancorporation
Iowa
$3K +$3K +83 New
GFPC
956
Global Financial Private Capital
Florida
$2K -$2.2M -68,074 -100%
PW
957
Price Wealth
Texas
$2K -$3.16K -117 -61%
EI
958
Ellevest Inc
New York
$2K -$299 -10 -13%
FPFS
959
First Personal Financial Services
North Carolina
$2K – – –
IAS
960
IMA Advisory Services
Colorado
$2K – – –
SIS
961
Sound Income Strategies
Florida
$2K – – –
BWM
962
BerganKDV Wealth Management
Minnesota
$2K +$2K +60 New
Walleye Trading
963
Walleye Trading
New York
$2K +$2K +70 New
WOC
964
West Oak Capital
California
$1K – – –
PGAM
965
Princeton Global Asset Management
New Jersey
$22 +$22 +679 New
ZP
966
Zimmer Partners
New York
– -$41.9M -1,216,656 Closed
CHP
967
Castle Hook Partners
New York
– -$37.3M -1,082,434 Closed
PP
968
Prudential plc
United Kingdom
– -$34.7M -1,014,437 Closed
DIA
969
Dana Investment Advisors
Wisconsin
– -$26.1M -757,100 Closed
Point72 Asset Management
970
Point72 Asset Management
Connecticut
– -$26M -753,986 Closed
ZIG
971
Zurich Insurance Group
Switzerland
– -$16.5M -479,868 Closed
CPP
972
Crow Point Partners
Massachusetts
– -$15.5M -443,033 Closed
CPC
973
Cookson Peirce & Co
Pennsylvania
– -$14.7M -426,783 Closed
CCA
974
Catalyst Capital Advisors
New York
– -$9.66M -280,400 Closed
YCM
975
Yaupon Capital Management
New York
– -$6.93M -201,047 Closed
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