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Exelon
EXC

Overview Fund Activity

877 hedge funds and large institutions have $28.5B invested in Exelon in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 298 increasing their positions, 366 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-90
Holders Change %
-9.31%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
68
Increased
298
Reduced
366
Closed
144
Calls
$165M
Puts
$84.5M
Net Calls
+$80.4M
Net Calls Change
-$26.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.46B
2
Invesco
2
Invesco
Georgia
$1.01B
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$434M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$538M
5
Capital International Investors
5
Capital International Investors
California
$1.05B

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$304M
2
Goldman Sachs
2
Goldman Sachs
New York
$143M
3
CC
3
Covalis Capital
United Kingdom
$0
4
ECP
4
Electron Capital Partners
New York
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$77.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
976
Linscomb Wealth
Texas
– -$210K -6,463 Closed
FPCG
977
Fort Pitt Capital Group
Pennsylvania
– -$208K -6,406 Closed
MIC
978
Means Investment Company
Maine
– -$214K -6,316 Closed
AWM
979
Affinity Wealth Management
Delaware
– -$205K -6,295 Closed
BOS
980
Bingham Osborn & Scarborough
California
– -$203K -6,250 Closed
LSPW
981
Lake Street Private Wealth
Illinois
– -$201K -6,188 Closed
LC
982
LCNB Corp
Ohio
– -$200K -6,152 Closed
ARMT
983
Amica Retiree Medical Trust
Rhode Island
– -$196K -6,038 Closed
RMAM
984
Raab & Moskowitz Asset Management
New Jersey
– -$186K -5,740 Closed
GLI
985
Guardian Life Insurance
New York
– -$131K -4,014 Closed
LFA
986
Lighthouse Financial Advisors
Maryland
– -$128K -3,938 Closed
NIM
987
NuWave Investment Management
New Jersey
– -$124K -3,825 Closed
WG
988
Welch Group
Alabama
– -$115K -3,526 Closed
RA
989
Rational Advisors
New York
– -$109K -3,338 Closed
BAM
990
Belpointe Asset Management
Nevada
– -$107K -3,296 Closed
FCM
991
Firestone Capital Management
Florida
– -$82K -2,524 Closed
BRC
992
Bell Rock Capital
Delaware
– -$81K -2,498 Closed
ACM
993
Allred Capital Management
Texas
– -$66.1K -2,033 Closed
SIC
994
Samalin Investment Counsel
New York
– -$56K -1,750 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
995
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$40K -1,235 Closed
VCM
996
Vigilant Capital Management
Maine
– -$39K -1,211 Closed
ME
997
McIlrath & Eck
Washington
– -$32K -983 Closed
GDP
998
Great Diamond Partners
Maine
– -$30K -952 Closed
CCA
999
Column Capital Advisors
Indiana
– -$19K -589 Closed
AP
1000
Arlington Partners
Alabama
– -$18K -561 Closed
37 38 39
40
41