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999 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $303M | Put options by funds: $98.6M

29% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 315

22% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.12% more ownership

Funds ownership: 81.99%82.12% (+0.12%)

1% less funds holding

Funds holding: 1,005999 (-6)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$896M)

Holders
999
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
88
Increased
406
Reduced
315
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$5.6M -$725K -17,397 -12%
Calamos Advisors
227
Calamos Advisors
Illinois
$5.49M -$683K -16,393 -11%
GIBU
228
Gulf International Bank (UK)
United Kingdom
$5.48M -$1.26M -30,272 -19%
KOCAA
229
Knights of Columbus Asset Advisors
Connecticut
$5.43M +$39.4K +945 +0.7%
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$5.42M +$242K +5,811 +5%
CA
231
Cornerstone Advisors
North Carolina
$5.37M
PP
232
Prudential plc
United Kingdom
$5.29M -$82.4K -1,977 -2%
ACM
233
Aquatic Capital Management
Illinois
$5.25M +$5.22M +125,200 New
AIMCA
234
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.23M -$1.1M -26,500 -18%
X
235
Xponance
Pennsylvania
$5.17M +$129K +3,098 +3%
ECM
236
Element Capital Management
New York
$5.04M +$5.01M +120,200 New
KHCM
237
Kettle Hill Capital Management
New York
$5.01M +$4.98M +119,505 New
Jacobs Levy Equity Management
238
Jacobs Levy Equity Management
New Jersey
$4.94M +$4.71M +113,107 +2,369%
CAMG
239
CWA Asset Management Group
Florida
$4.91M +$184K +4,409 +4%
CNB
240
Czech National Bank
Czech Republic
$4.9M +$29.5K +707 +0.6%
Pacer Advisors
241
Pacer Advisors
Pennsylvania
$4.9M -$7.71M -184,889 -61%
HAI
242
Hennessy Advisors Inc
California
$4.86M
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$4.79M +$197K +4,726 +4%
LSERS
244
Louisiana State Employees Retirement System
Louisiana
$4.78M +$20.8K +500 +0.4%
CLOS
245
Compagnie Lombard Odier SCmA
Switzerland
$4.75M -$739K -17,722 -14%
Creative Planning
246
Creative Planning
Kansas
$4.71M +$63.9K +1,534 +1%
NAM
247
Nissay Asset Management
Japan
$4.71M -$133K -3,199 -3%
AM
248
AGF Management
Ontario, Canada
$4.68M +$4.43M +106,173 +1,933%
M&T Bank
249
M&T Bank
New York
$4.65M +$118K +2,829 +3%
SLAM
250
Swiss Life Asset Management
$4.61M +$1.83M +43,945 +67%

EXC Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2023, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EXC positions and 72 closed out — a net gain of 16 holders — while 406 added to existing stakes and 315 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $430M. The largest seller was GQG Partners, cutting an estimated $674M.

  • 999 institutional investors held Exelon (EXC) as of Q1 2023, down from 1,005 in Q4 2022.
  • Funds reported $34.2B of Exelon stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 88 funds opened new Exelon positions in Q1 2023 and 72 closed out, a net change of +16 holders.
  • The largest Exelon buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $430M added.
  • The largest Exelon seller in Q1 2023 was GQG Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2023.