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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 %
SC
1051
Sierra Capital
Florida
$2K +$2K +56 New
MBFW
1052
Morton Brown Family Wealth
Pennsylvania
$2K +$2K +57 New
FPWM
1053
FSB Premier Wealth Management
Iowa
$2K +$2K +70 New
EWM
1054
Evermay Wealth Management
Virginia
$1K – – –
WOC
1055
West Oak Capital
California
$1K – – –
PG
1056
Proffitt & Goodson
Tennessee
$1K – – –
BA
1057
Bivin & Associates
Oklahoma
$1K +$1K +28 New
SC
1058
Schubert & Co
Texas
$1K +$1K +29 New
RCM
1059
Raleigh Capital Management
North Carolina
$1K +$1K +29 New
S
1060
Surevest
California
$1K +$1K +35 New
CG
1061
Cutler Group
California
$1K +$1K +39 New
BBHC
1062
Brown Brothers Harriman & Co
New York
$229 – – –
CP
1063
Castleview Partners
Texas
$225 +$225 +18,220 New
PC
1064
PointState Capital
New York
– -$80.2M -2,325,713 Closed
ACI
1065
AMP Capital Investors
Australia
– -$15.9M -461,565 Closed
MSE
1066
MUFG Securities EMEA
United Kingdom
– -$15.9M -459,996 Closed
CC
1067
Coann Capital
Connecticut
– -$7.34M -212,983 Closed
QOP
1068
Quinn Opportunity Partners
Virginia
– -$5.27M -152,777 Closed
YCM
1069
Yaupon Capital Management
New York
– -$5.05M -146,509 Closed
USCWA
1070
U.S. Capital Wealth Advisors
Texas
– -$3.24M -93,990 Closed
FIB
1071
First Interstate Bank
Montana
– -$1.68M -48,833 Closed
BAM
1072
Blueshift Asset Management
New Jersey
– -$1.38M -40,094 Closed
MC
1073
Maverick Capital
Texas
– -$1.37M -39,761 Closed
QI
1074
Qtron Investments
Massachusetts
– -$835K -24,204 Closed
MAM
1075
Meeder Asset Management
Ohio
– -$805K -23,359 Closed
41 42
43
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