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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
+$310M
2
GQG Partners
GQG Partners
Florida
+$208M
3
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
+$147M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$303M
2
BlackRock
BlackRock
New York
-$268M
3
PG
Pendal Group
Australia
-$168M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
976
FinTrust Capital Advisors
South Carolina
$19K -$10.8K -259 -36%
WS
977
Wela Strategies
Georgia
$19K – – –
TC
978
Truvestments Capital
Florida
$18K – – –
C
979
Covestor
United Kingdom
$18K +$18K +430 New
BIA
980
Bell Investment Advisors
California
$17K -$8.68K -212 -34%
MWM
981
Mascoma Wealth Management
New Hampshire
$17K -$124 -3 -0.7%
RFA
982
Reilly Financial Advisors
California
$17K – – –
DAC
983
Dividend Assets Capital
South Carolina
$17K – – –
CCM
984
Cribstone Capital Management
Maine
$17K – – –
CB
985
CNB Bank
Pennsylvania
$17K – – –
WBC
986
West Branch Capital
Massachusetts
$17K – – –
TFM
987
TFC Financial Management
Massachusetts
$17K – – –
IHWM
988
Iron Horse Wealth Management
Iowa
$16K – – –
AFS
989
Annapolis Financial Services
Maryland
$16K – – –
TF
990
Tompkins Financial
New York
$16K – – –
SN
991
Sittner & Nelson
Oregon
$15K – – –
FA
992
Financial Advantage
Maryland
$15K – – –
CFD
993
Creative Financial Designs
Indiana
$15K +$41 +1 +0.3%
TF
994
TimeScale Financial
Massachusetts
$15K +$80 +2 +0.5%
VNA
995
Valley National Advisers
Pennsylvania
$15K +$1.19K +28 +9%
ADL
996
Asset Dedication LLC
California
$15K +$7.3K +181 +95%
OA
997
Operose Advisors
Wisconsin
$15K +$15K +356 New
FBT
998
First Bank & Trust
South Dakota
$14K – – –
LWANC
999
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
DWMG
1000
DB Wealth Management Group
California
$14K – – –
38 39
40
41 42