We are live on ! Find out more

1,005 hedge funds and large institutions have $35.1B invested in Exelon in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
133
Increased
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LMIM
276
Lockheed Martin Investment Management
Maryland
$3.27M +$111K +2,800 +5%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$3.18M +$1.28M +32,511 +79%
HNB
278
Huntington National Bank
Ohio
$3.12M +$87.9K +2,226 +3%
HIMCH
279
Hartford Investment Management Co (HIMCO)
Connecticut
$3.1M -$885K -22,393 -24%
RBA
280
Richard Bernstein Advisors
New York
$3.06M
VPIM
281
Vanguard Personalized Indexing Management
California
$3.03M +$871K +22,035 +46%
Walleye Capital
282
Walleye Capital
New York
$2.98M +$2.73M +68,978 New
SLAM
283
Swiss Life Asset Management
$2.86M -$5.75M -145,604 -69%
LA
284
LBP AM
France
$2.83M +$2.58M +65,417 New
CAN
285
Cetera Advisor Networks
California
$2.78M +$546K +13,823 +27%
FCI
286
Financial Counselors Inc
Kansas
$2.75M -$72K -1,823 -3%
WC
287
Wexford Capital
Florida
$2.74M -$4.75M -120,249 -66%
AG
288
AIA Group
Hong Kong
$2.72M +$277K +7,013 +13%
EL
289
Essex LLC
Illinois
$2.68M -$41.6K -1,052 -2%
FM
290
Foster & Motley
Ohio
$2.68M -$804K -20,357 -25%
MC
291
Middleton & Co
Massachusetts
$2.62M -$64K -1,620 -3%
BBA
292
Baader Bank Aktiengesellschaft
Germany
$2.57M
BCV
293
Banque Cantonale Vaudoise
Switzerland
$2.55M +$1.09M +27,700 +88%
AWC
294
Abundance Wealth Counselors
Pennsylvania
$2.55M -$173K -4,387 -7%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$2.55M -$594K -15,041 -20%
ISB
296
Iowa State Bank
Iowa
$2.49M -$2.17K -55 -0.1%
MLICM
297
Metropolitan Life Insurance Company (MetLife)
New York
$2.48M -$62K -1,569 -3%
AIM
298
Ausbil Investment Management
Australia
$2.47M +$2.25M +56,886 New
CM
299
Caption Management
Oklahoma
$2.45M +$2.21M +56,000 +8,000%
TW
300
Transform Wealth
Colorado
$2.29M +$277K +7,008 +15%

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.