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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$708M
2
BC
2
Brookfield Corp
Ontario, Canada
$161M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$809M
4
Macquarie Group
4
Macquarie Group
Australia
$206M
5
Norges Bank
5
Norges Bank
Norway
$445M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$19.9M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$232M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$871M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.7B
5
Prudential Financial
5
Prudential Financial
New Jersey
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
276
Kestra Advisory Services
Texas
$3.09M +$244K +5,991 +9%
AM
277
AGF Management
Ontario, Canada
$3.06M -$1.49M -36,618 -33%
MC
278
Middleton & Co
Massachusetts
$3.01M +$542K +13,302 +22%
TAIM
279
Te Ahumairangi Investment Management
New Zealand
$2.92M -$54.2K -1,330 -2%
RBA
280
Richard Bernstein Advisors
New York
$2.89M – – –
HIMCH
281
Hartford Investment Management Co (HIMCO)
Connecticut
$2.84M -$570K -13,979 -17%
VPIM
282
Vanguard Personalized Indexing Management
California
$2.8M +$397K +9,756 +17%
LMIM
283
Lockheed Martin Investment Management
Maryland
$2.78M +$289K +7,100 +12%
CAN
284
Cetera Advisor Networks
California
$2.77M +$236K +5,790 +9%
HNB
285
Huntington National Bank
Ohio
$2.68M -$295K -7,248 -10%
Acadian Asset Management
286
Acadian Asset Management
Massachusetts
$2.63M +$257K +6,308 +11%
PAG
287
Private Advisor Group
New Jersey
$2.6M -$26.8K -650 -1%
FCI
288
Financial Counselors Inc
Kansas
$2.53M -$4.36K -107 -0.2%
O
289
Ossiam
France
$2.53M +$1.94M +47,606 +329%
IGAM
290
iA Global Asset Management
Quebec, Canada
$2.5M +$2.5M +61,337 New
MGP
291
Metis Global Partners
California
$2.45M +$766K +18,794 +45%
RC
292
Resolution Capital
Australia
$2.38M +$1.82M +44,761 +328%
EFMC
293
Empire Financial Management Company
New York
$2.38M – – –
AQR Capital Management
294
AQR Capital Management
Connecticut
$2.37M -$423K -10,392 -15%
TW
295
Transform Wealth
Colorado
$2.35M +$44.5K +1,093 +2%
EL
296
Essex LLC
Illinois
$2.24M -$286K -7,032 -11%
FM
297
Foster & Motley
Ohio
$2.24M -$146K -3,573 -6%
CB
298
Commerce Bank
Missouri
$2.19M +$19.5K +479 +0.9%
QC
299
Quaero Capital
Switzerland
$2.18M +$957K +23,500 +78%
VI
300
Vestcor Inc
New Brunswick, Canada
$2.17M +$323K +7,919 +17%
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