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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
$4.48B
2
GQG Partners
GQG Partners
Florida
$208M
3
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$147M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.88B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.83B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.17B
2
BlackRock
BlackRock
New York
$4.35B
3
PG
Pendal Group
Australia
$77.8M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$498M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
951
Independence Bank of Kentucky
Kentucky
$26K – – –
LWA
952
Lowe Wealth Advisors
Maryland
$26K – – –
CTB
953
Country Trust Bank
Illinois
$26K +$3.9K +94 +18%
PCG
954
Private Capital Group
Connecticut
$25K -$13.9K -342 -36%
EIP
955
Ellis Investment Partners
Pennsylvania
$25K – – –
MPWT
956
MassMutual Private Wealth & Trust
Connecticut
$25K +$6.74K +164 +37%
TAIM
957
TD Ameritrade Investment Management
Nebraska
$25K +$25K +617 New
RE
958
RBC Europe
United Kingdom
$24K -$146K -3,612 -86%
SWA
959
SOA Wealth Advisors
New York
$24K -$27.6K -698 -53%
BWM
960
Baystate Wealth Management
Massachusetts
$24K – – –
CIM
961
Contravisory Investment Management
Massachusetts
$24K – – –
CWC
962
Carolinas Wealth Consulting
North Carolina
$24K +$125 +3 +0.5%
LAS
963
Lloyd Advisory Services
Georgia
$24K +$1.85K +44 +8%
GAM
964
Gemmer Asset Management
California
$23K – – –
MFT
965
Moisand Fitzgerald Tamayo
Florida
$23K – – –
HWA
966
HHM Wealth Advisors
Tennessee
$23K – – –
ONST
967
Old North State Trust
North Carolina
$23K – – –
IFAM
968
Institutional & Family Asset Management
Colorado
$22K – – –
ZIG
969
Zullo Investment Group
Pennsylvania
$22K +$22K +545 New
DWA
970
Delos Wealth Advisors
Texas
$20K – – –
SFM
971
Systematic Financial Management
New Jersey
$20K – – –
AWM
972
Avior Wealth Management
Nebraska
$20K +$120 +3 +0.6%
MSFP
973
Mark Sheptoff Financial Planning
Connecticut
$20K +$2.99K +74 +18%
BWA
974
BDO Wealth Advisors
Florida
$20K +$7.25K +179 +57%
BWM
975
BerganKDV Wealth Management
Minnesota
$20K +$12.1K +300 +154%
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