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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
IAIM
276
Industrial Alliance Investment Management
Quebec, Canada
$3.03M -$155K -3,722 -5%
RBA
277
Richard Bernstein Advisors
New York
$2.97M
KAS
278
Kestra Advisory Services
Texas
$2.92M -$300K -7,191 -9%
AQR Capital Management
279
AQR Capital Management
Connecticut
$2.86M -$9.27M -222,318 -76%
DA
280
Duality Advisers
Florida
$2.81M +$2.8M +67,078 New
CSS
281
Cubist Systematic Strategies
Connecticut
$2.77M +$2.22M +53,376 +419%
Hudson Bay Capital Management
282
Hudson Bay Capital Management
Connecticut
$2.77M +$2.75M +66,026 New
Capital Fund Management (CFM)
283
Capital Fund Management (CFM)
France
$2.72M +$1.26M +30,166 +87%
EL
284
Essex LLC
Illinois
$2.68M
PAG
285
Private Advisor Group
New Jersey
$2.67M -$218K -5,239 -8%
LA
286
LBP AM
France
$2.62M -$123K -2,950 -5%
FCI
287
Financial Counselors Inc
Kansas
$2.61M -$61.5K -1,475 -2%
CWM
288
CIBC World Markets
New York
$2.6M -$9.44M -226,464 -78%
CAN
289
Cetera Advisor Networks
California
$2.6M -$94.1K -2,258 -4%
LMIM
290
Lockheed Martin Investment Management
Maryland
$2.56M
MC
291
Middleton & Co
Massachusetts
$2.54M +$8.34K +200 +0.3%
BPGAM
292
BTG Pactual Global Asset Management
Bermuda
$2.53M +$2.51M +60,301 New
VPIM
293
Vanguard Personalized Indexing Management
California
$2.47M -$465K -11,161 -16%
FM
294
Foster & Motley
Ohio
$2.45M -$144K -3,450 -6%
EFMC
295
Empire Financial Management Company
New York
$2.44M +$2.43M +58,311 New
Acadian Asset Management
296
Acadian Asset Management
Massachusetts
$2.44M -$8.67M -208,103 -78%
TW
297
Transform Wealth
Colorado
$2.37M +$150K +3,589 +7%
AG
298
AIA Group
Hong Kong
$2.34M -$292K -7,000 -11%
ISB
299
Iowa State Bank
Iowa
$2.26M -$158K -3,802 -7%
BOSSRA
300
B.O.S.S. Retirement Advisors
Utah
$2.24M +$176K +4,233 +9%

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.