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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 %
CCM
1026
Covington Capital Management
California
$7K – – –
NFSG
1027
Newbridge Financial Services Group
Florida
$7K +$816 +19 +13%
AAP
1028
Arax Advisory Partners
Colorado
$7K +$7K +175 New
AWM
1029
AllSquare Wealth Management
New York
$6K – – –
GWSG
1030
GPS Wealth Strategies Group
Colorado
$6K – – –
CWA
1031
Clearview Wealth Advisors
Oregon
$6K – – –
AF
1032
Arrow Financial
New York
$6K +$6K +140 New
SFA
1033
Semmax Financial Advisors
North Carolina
$5K +$5K +114 New
APF
1034
Alaska Permanent Fund
Alaska
$5K +$5K +123 New
CCC
1035
Crescent Capital Consulting
Louisiana
$4K – – –
TWM
1036
Tradition Wealth Management
Minnesota
$4K +$37 +1 +0.9%
HVM
1037
Harvest Volatility Management
Connecticut
$3.45K +$842 +20,423 +32%
VCM
1038
Versant Capital Management
Arizona
$3K – – –
CWM
1039
Cedar Wealth Management
California
$3K +$3K +62 New
EFS
1040
Econ Financial Services
Pennsylvania
$3K +$3K +63 New
GWM
1041
Guardian Wealth Management
Illinois
$3K +$3K +70 New
LWA
1042
Lenox Wealth Advisors
New York
$3K +$3K +72 New
TWP
1043
TFO Wealth Partners
Ohio
$3K +$3K +77 New
M
1044
MOTCO
Texas
$2K – – –
CAC
1045
Core Alternative Capital
Georgia
$2K +$2K +38 New
CSWM
1046
Cassady Schiller Wealth Management
Ohio
$2K +$2K +39 New
AIP
1047
Ahrens Investment Partners
Louisiana
$2K +$2K +45 New
CCA
1048
Column Capital Advisors
Indiana
$2K +$2K +48 New
AP
1049
Arlington Partners
Alabama
$2K +$2K +50 New
Kayne Anderson Rudnick Investment Management
1050
Kayne Anderson Rudnick Investment Management
California
$2K +$2K +55 New
40 41
42
43 44