EXC icon

Exelon
EXC

Overview Fund Activity

1,012 hedge funds and large institutions have $36.6B invested in Exelon in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 418 increasing their positions, 297 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
17.11%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
101
Increased
418
Reduced
297
Closed
90
Calls
$237M
Puts
$71.6M
Net Calls
+$166M
Net Calls Change
-$14.6M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$432M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$915M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.07B
4
State Street
4
State Street
Massachusetts
$2.65B
5
Deutsche Bank
5
Deutsche Bank
Germany
$269M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.43B
2
Invesco
2
Invesco
Georgia
$715M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$92.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.09B
5
Franklin Resources
5
Franklin Resources
California
$488M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1051
TwinBeech Capital
New York
– -$289K -6,072 Closed
NHC
1052
Nicholas Hoffman & Company
Georgia
– -$288K -6,037 Closed
MFS
1053
Mirabella Financial Services
United Kingdom
– -$285K -5,992 Closed
USCWA
1054
U.S. Capital Wealth Advisors
Texas
– -$270K -5,670 Closed
OMC
1055
Old Mission Capital
Illinois
– -$249K -5,225 Closed
OBWG
1056
Onyx Bridge Wealth Group
New York
– -$248K -5,184 Closed
NB
1057
Nicolet Bankshares
Wisconsin
– -$237K -4,966 Closed
MWM
1058
Maltin Wealth Management
New Jersey
– -$233K -4,896 Closed
SFG
1059
SNS Financial Group
Minnesota
– -$225K -4,731 Closed
C
1060
Certuity
Florida
– -$223K -4,691 Closed
PCMC
1061
Paragon Capital Management (Colorado)
Colorado
– -$222K -4,662 Closed
Vontobel Holding
1062
Vontobel Holding
Switzerland
– -$219K -4,639 Closed
BFPW
1063
BOK Financial Private Wealth
Colorado
– -$220K -4,624 Closed
CL
1064
Choreo LLC
Illinois
– -$217K -4,563 Closed
KA
1065
KLCM Advisors
Wisconsin
– -$217K -4,549 Closed
EIC
1066
Equity Investment Corp
Georgia
– -$215K -4,513 Closed
BWG
1067
Beta Wealth Group
California
– -$214K -4,500 Closed
BWA
1068
Blodgett Wealth Advisors
California
– -$214K -4,500 Closed
WTFG
1069
Wells Trecaso Financial Group
Ohio
– -$208K -4,360 Closed
ITIM
1070
Indiana Trust & Investment Management
Indiana
– -$206K -4,330 Closed
MWM
1071
Marion Wealth Management
Pennsylvania
– -$204K -4,282 Closed
Lido Advisors
1072
Lido Advisors
California
– -$200K -4,216 Closed
LWA
1073
Lineweaver Wealth Advisors
Ohio
– -$200K -4,214 Closed
VCM
1074
Vision Capital Management
Oregon
– -$200K -4,207 Closed
AWM
1075
Affinity Wealth Management
Delaware
– -$201K -4,110 Closed
40 41 42
43
44