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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 %
JF
951
Jump Financial
Illinois
– -$355K -11,788 Closed
SCM
952
Stevens Capital Management
Pennsylvania
– -$351K -11,659 Closed
SPI
953
Santori & Peters Inc
Pennsylvania
– -$320K -10,648 Closed
PFA
954
Peak Financial Advisors
Colorado
– -$314K -10,413 Closed
FIM
955
Freedom Investment Management
Connecticut
– -$296K -9,831 Closed
CG
956
Colony Group
Massachusetts
– -$255K -8,471 Closed
VF
957
Virtu Financial
New York
– -$251K -8,342 Closed
JIC
958
Johnson Investment Counsel
Ohio
– -$248K -8,251 Closed
GTCM
959
Gyon Technologies Capital Management
New Jersey
– -$248K -8,227 Closed
UB
960
UMB Bank
Missouri
– -$238K -7,897 Closed
JWCA
961
J.W. Cole Advisors
Florida
– -$224K -7,431 Closed
CAM
962
Cresset Asset Management
Illinois
– -$222K -7,366 Closed
SBIA
963
Sheaff Brock Investment Advisors
Indiana
– -$219K -7,282 Closed
DWM
964
Doyle Wealth Management
Florida
– -$217K -7,210 Closed
BP
965
Ballentine Partners
Massachusetts
– -$208K -6,894 Closed
EI
966
Ethic Inc
New York
– -$207K -6,868 Closed
RCA
967
Resonant Capital Advisors
Wisconsin
– -$201K -6,665 Closed
ICP
968
Interchange Capital Partners
Pennsylvania
– -$163K -5,445 Closed
PFO
969
Pathstone Family Office
New Jersey
– -$152K -5,026 Closed
PWPS
970
Pinnacle Wealth Planning Services
Ohio
– -$136K -4,495 Closed
MIM
971
Merrion Investment Management
New Jersey
– -$122K -4,066 Closed
CAAS
972
Capital Asset Advisory Services
Michigan
– -$88K -2,908 Closed
PS
973
Planned Solutions
California
– -$80K -2,664 Closed
BWA
974
Burt Wealth Advisors
Maryland
– -$73K -2,428 Closed
RPWA
975
Regent Peak Wealth Advisors
Georgia
– -$71K -2,358 Closed
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