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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 %
GRP
1101
Global Retirement Partners
California
– -$144K -4,185 Closed
AWA
1102
Arkadios Wealth Advisors
Georgia
– -$133K -3,871 Closed
SOW
1103
State of Wyoming
Wyoming
– -$132K -3,825 Closed
MA
1104
MCF Advisors
Kentucky
– -$108K -3,143 Closed
CI
1105
CX Institutional
Indiana
– -$92K -2,681 Closed
PWM
1106
Prentice Wealth Management
New York
– -$87K -2,524 Closed
KIG
1107
Kowal Investment Group
Wisconsin
– -$77K -2,245 Closed
BMD
1108
Better Money Decisions
New Mexico
– -$58K -1,687 Closed
AL
1109
ADE LLC
Maryland
– -$58K -1,668 Closed
SSC
1110
Syverson Strege & Co
Iowa
– -$53K -1,539 Closed
IF
1111
Ironwood Financial
Arizona
– -$45K -1,312 Closed
AIM
1112
Anchor Investment Management
South Carolina
– -$24.2K -701 Closed
Parallax Volatility Advisers
1113
Parallax Volatility Advisers
California
– -$23K -679 Closed
RCG
1114
Rock Creek Group
District of Columbia
– -$23K -666 Closed
BC
1115
Bartlett & Co
Ohio
– -$20K -572 Closed
BCWM
1116
Bartlett & Co Wealth Management
Ohio
– -$19.7K -572 Closed
APWA
1117
Atlas Private Wealth Advisors
New Jersey
– -$18K -522 Closed
Capstone Investment Advisors
1118
Capstone Investment Advisors
New York
– -$13K -374 Closed
RA
1119
Resolute Advisors
California
– -$12K -335 Closed
DOA
1120
D'Orazio & Associates
Virginia
– -$11K -332 Closed
CFA
1121
Cahill Financial Advisors
Minnesota
– -$5K -136 Closed
EWA
1122
Evolution Wealth Advisors
Florida
– -$4K -125 Closed
GKWIM
1123
Gerber Kawasaki Wealth & Investment Management
California
– -$3K -102 Closed
CAM
1124
CenterStar Asset Management
Illinois
– -$55K – –
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