EXC icon

Exelon
EXC

Overview Fund Activity

912 hedge funds and large institutions have $34.8B invested in Exelon in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 328 increasing their positions, 322 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-4
Holders Change %
-0.44%
% of All Funds
15.92%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
76
Increased
328
Reduced
322
Closed
70
Calls
$326M
Puts
$144M
Net Calls
+$182M
Net Calls Change
+$78.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2.64B
2
Capital Research Global Investors
Capital Research Global Investors
California
$381M
3
PC
PointState Capital
New York
$112M
4
OCAM
Owl Creek Asset Management
New York
$86M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$834M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$213M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$12M
3
Norges Bank
Norges Bank
Norway
$196M
4
Citadel Advisors
Citadel Advisors
Florida
$76.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
951
First Hawaiian Bank
Hawaii
– -$215K -6,913 Closed
FNT
952
First National Trust
Pennsylvania
– -$206K -6,592 Closed
PD
953
Planning Directions
Pennsylvania
– -$202K -6,490 Closed
BTWM
954
Baker Tilly Wealth Management
Wisconsin
– -$202K -6,488 Closed
AIL
955
AGF Investments LLC
Ontario, Canada
– -$201K -6,451 Closed
TCWM
956
Total Clarity Wealth Management
Illinois
– -$190K -6,099 Closed
MLFP
957
MPS Loria Financial Planners
Illinois
– -$106K -3,403 Closed
CAC
958
Certified Advisory Corp
Florida
– -$103K -3,300 Closed
VBCG
959
Valley Brook Capital Group
Pennsylvania
– -$80K -2,594 Closed
ACM
960
Allred Capital Management
Texas
– -$65.4K -2,095 Closed
RG
961
Retirement Group
California
– -$58K -1,860 Closed
PI
962
PineBridge Investments
New York
– -$54K -1,740 Closed
GSAM
963
Grant Street Asset Management
Pennsylvania
– -$51K -1,624 Closed
DWP
964
Destiny Wealth Partners
Florida
– -$46K -1,481 Closed
VFA
965
Valeo Financial Advisors
Indiana
– -$38K -1,228 Closed
SLF
966
Sun Life Financial
Ontario, Canada
– -$25K -812 Closed
FP
967
Fiduciary Planning
Florida
– -$20K -631 Closed
HI
968
Human Investing
Oregon
– -$12K -398 Closed
TC
969
Trust Company
Kansas
– -$10K -335 Closed
ADIM
970
Alpha DNA Investment Management
Maryland
– -$8K -280 Closed
MWP
971
Meridian Wealth Partners
Pennsylvania
– -$8K -248 Closed
WCM
972
Wealthcare Capital Management
Virginia
– -$6K -188 Closed
SWP
973
ShoreHaven Wealth Partners
New Jersey
– -$4K -129 Closed
HF
974
Halpern Financial
Virginia
– -$3.46K -111 Closed
TCM
975
Tradewinds Capital Management
Washington
– -$3K -81 Closed
36 37 38
39
40