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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
MKA
251
M. Kulyk & Associates
Georgia
$4.43M +$111K +2,664 +3%
PHS
252
Pekin Hardy Strauss
Illinois
$4.42M -$101K -2,423 -2%
AAIM
253
American Assets Investment Management
California
$4.19M
WC
254
Wexford Capital
Florida
$4.08M +$1.42M +34,120 +54%
BMSSC
255
B. Metzler seel. Sohn & Co
Germany
$4.07M -$1.05M -25,240 -21%
LSV Asset Management
256
LSV Asset Management
Illinois
$3.95M -$12.5K -300 -0.3%
TRSOTSOK
257
Teachers Retirement System of the State of Kentucky
Kentucky
$3.94M
SCM
258
Shelton Capital Management
Colorado
$3.92M +$634K +15,205 +19%
Mariner
259
Mariner
Kansas
$3.88M +$170K +4,083 +5%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$3.71M +$28.3K +679 +0.8%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$3.66M +$285K +6,849 +9%
PA
262
Profund Advisors
Maryland
$3.62M -$190K -4,562 -5%
AIM
263
Ausbil Investment Management
Australia
$3.58M +$1.19M +28,645 +50%
HIMCH
264
Hartford Investment Management Co (HIMCO)
Connecticut
$3.5M +$497K +11,913 +17%
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$3.49M +$286K +6,851 +9%
SAM
266
Securian Asset Management
Minnesota
$3.44M +$17.7K +424 +0.5%
OIM
267
Opus Investment Management
Massachusetts
$3.42M
NB
268
Norinchukin Bank
Japan
$3.32M +$81K +1,943 +3%
EMPI
269
Elo Mutual Pension Insurance
Finland
$3.32M +$107K +2,575 +3%
KRS
270
Kentucky Retirement Systems
Kentucky
$3.29M +$25K +599 +0.8%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$62.2K +1,491 +2%
OPERF
272
Oregon Public Employees Retirement Fund
Oregon
$3.23M +$16.9K +406 +0.5%
TAIM
273
Te Ahumairangi Investment Management
New Zealand
$3.06M -$793K -19,018 -21%
HNB
274
Huntington National Bank
Ohio
$3.06M +$35.9K +861 +1%
Assenagon Asset Management
275
Assenagon Asset Management
Luxembourg
$3.04M -$12.2M -291,881 -80%

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.