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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
301
HBK Sorce Advisory
Pennsylvania
$2.21M +$1.44M +33,390 +189%
WA
302
WealthTrust Axiom
Pennsylvania
$2.2M +$519 +12 +0%
Cetera Investment Advisers
303
Cetera Investment Advisers
Illinois
$2.17M +$643K +14,867 +42%
BOSSRA
304
B.O.S.S. Retirement Advisors
Utah
$2.13M +$2.13M +49,353 New
Brown Advisory
305
Brown Advisory
Maryland
$2.1M -$413K -9,544 -16%
AIA
306
Affinity Investment Advisors
California
$2.09M +$196K +4,540 +10%
CCWA
307
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.08M – – –
SGCA
308
Steel Grove Capital Advisors
Tennessee
$2.07M +$105K +2,426 +5%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$2.05M -$117K -2,700 -5%
NCM
310
Narwhal Capital Management
Georgia
$2.04M -$1.73K -40 -0.1%
HWAM
311
Hennion & Walsh Asset Management
New Jersey
$1.98M +$173K +3,998 +10%
VI
312
Vestcor Inc
New Brunswick, Canada
$1.97M +$971K +22,462 +97%
BCM
313
Brookstone Capital Management
Illinois
$1.96M -$92.4K -2,115 -5%
KTA
314
Keeley-Teton Advisors
Illinois
$1.95M +$269K +6,229 +16%
EP
315
Eudaimonia Partners
Tennessee
$1.91M +$682K +15,783 +56%
MML Investors Services
316
MML Investors Services
Massachusetts
$1.9M +$132K +3,052 +7%
HA
317
Heartland Advisors
Wisconsin
$1.89M +$732K +16,939 +63%
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$1.84M +$11.2K +258 +0.6%
Wealthfront Advisers
319
Wealthfront Advisers
California
$1.83M -$1.62M -37,564 -47%
RIL
320
Rothschild Investment LLC
Illinois
$1.82M -$16.3K -377 -0.9%
HVM
321
Harvest Volatility Management
Connecticut
$1.81M -$466K -10,785 -20%
EOJOAM
322
E. Ohman J:or Asset Management
Sweden
$1.78M -$21.6K -500 -1%
Baird Financial Group
323
Baird Financial Group
Wisconsin
$1.77M +$76K +1,759 +4%
EWA
324
Etesian Wealth Advisors
Oregon
$1.76M +$1.76M +40,694 New
SG Americas Securities
325
SG Americas Securities
New York
$1.76M +$392K +9,075 +29%
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