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988 hedge funds and large institutions have $30.1B invested in Exelon in 2022 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 387 increasing their positions, 330 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $191M | Put options by funds: $127M

17% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 330

1.19% less ownership

Funds ownership: 82.71%81.52% (-1.2%)

3% less funds holding

Funds holding: 1,018988 (-30)

14% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 106

18% less capital invested

Capital invested by funds: $36.6B → $30.1B (-$6.53B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
988
Holders Change
-30
Holders Change %
-2.95%
% of All Funds
17.02%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
91
Increased
387
Reduced
330
Closed
106
Calls
$191M
Puts
$127M
Net Calls
+$63.4M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$5.39M -$72.1K -1,631 -1%
KOCAA
227
Knights of Columbus Asset Advisors
Connecticut
$5.32M -$344K -7,769 -5%
TPSF
228
Texas Permanent School Fund
Texas
$5.26M +$480K +10,856 +8%
NYLIM
229
New York Life Investment Management
New York
$5.24M +$87.7K +1,984 +1%
CIP
230
Chartwell Investment Partners
Pennsylvania
$5.19M -$50.9K -1,151 -0.8%
MOACM
231
Mutual of America Capital Management
New York
$5.14M +$161K +3,651 +3%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$4.94M +$244K +5,523 +4%
CA
233
Cornerstone Advisors
North Carolina
$4.81M +$1.46M +33,000 +35%
HAI
234
Hennessy Advisors Inc
California
$4.63M
IIM
235
Intact Investment Management
Quebec, Canada
$4.63M
BMSSC
236
B. Metzler seel. Sohn & Co
Germany
$4.59M +$341K +7,722 +7%
SWM
237
Spire Wealth Management
Virginia
$4.55M -$1.36M -30,755 -20%
PI
238
PGGM Investments
Netherlands
$4.54M +$5.35M +121,106 New
CA
239
Cullinan Associates
Kentucky
$4.5M +$4.99M +112,881 +1,571%
NAM
240
Nissay Asset Management
Japan
$4.47M +$170K +3,839 +3%
CLOS
241
Compagnie Lombard Odier SCmA
Switzerland
$4.4M -$230K -5,191 -4%
LSERS
242
Louisiana State Employees Retirement System
Louisiana
$4.38M +$106K +2,400 +2%
CNB
243
Czech National Bank
Czech Republic
$4.32M +$5.09M +115,216 New
M&T Bank
244
M&T Bank
New York
$4.29M -$213K -4,814 -4%
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$4.22M +$150K +3,386 +3%
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$4.21M +$77.6K +1,755 +2%
PHS
247
Pekin Hardy Strauss
Illinois
$4.14M -$33.1K -748 -0.7%
HCMT
248
Highland Capital Management (Tennessee)
Tennessee
$4.12M -$11.1K -250 -0.2%
CS
249
Candriam SCA
Luxembourg
$4.07M -$2.12M -48,043 -31%
Mariner
250
Mariner
Kansas
$4.01M +$859K +19,432 +22%

EXC Hedge Fund Activity: Q3 2022 in Review

988 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2022, worth a combined $30.1B — down 18% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of EXC and 91 opened new positions — a net loss of 15 holders — while 330 trimmed existing stakes and 387 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $438M. The largest seller was Capital International Investors, cutting an estimated $876M.

  • 988 institutional investors held Exelon (EXC) as of Q3 2022, down from 1,018 in Q2 2022.
  • Funds reported $30.1B of Exelon stock for Q3 2022, down 18% quarter-over-quarter.
  • 91 funds opened new Exelon positions in Q3 2022 and 106 closed out, a net change of -15 holders.
  • The largest Exelon buyer in Q3 2022 was T. Rowe Price Associates, an estimated $438M added.
  • The largest Exelon seller in Q3 2022 was Capital International Investors, an estimated $876M sold.

Based on aggregated 13F filings for Q3 2022.