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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
CB
301
Commerce Bank
Missouri
$2.28M -$45.4K -1,150 -2%
HVP
302
Hudson Value Partners
Florida
$2.22M -$206K -5,212 -9%
HSA
303
HBK Sorce Advisory
Pennsylvania
$2.21M +$1.32M +33,390 +189%
WA
304
WealthTrust Axiom
Pennsylvania
$2.2M +$474 +12 +0%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$2.17M +$587K +14,867 +42%
BOSSRA
306
B.O.S.S. Retirement Advisors
Utah
$2.13M +$1.95M +49,353 New
Brown Advisory
307
Brown Advisory
Maryland
$2.1M -$377K -9,544 -16%
AIA
308
Affinity Investment Advisors
California
$2.09M +$179K +4,540 +10%
CCWA
309
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.08M
SGCA
310
Steel Grove Capital Advisors
Tennessee
$2.07M +$95.8K +2,426 +5%
NMERB
311
New Mexico Educational Retirement Board
New Mexico
$2.05M -$107K -2,700 -5%
NCM
312
Narwhal Capital Management
Georgia
$2.04M -$1.58K -40 -0.1%
HWAM
313
Hennion & Walsh Asset Management
New Jersey
$1.98M +$158K +3,998 +10%
VI
314
Vestcor Inc
New Brunswick, Canada
$1.97M +$887K +22,462 +97%
BCM
315
Brookstone Capital Management
Illinois
$1.96M -$83.6K -2,115 -5%
KTA
316
Keeley-Teton Advisors
Illinois
$1.95M +$246K +6,229 +16%
EP
317
Eudaimonia Partners
Tennessee
$1.91M +$624K +15,783 +56%
MML Investors Services
318
MML Investors Services
Massachusetts
$1.9M +$121K +3,052 +7%
HA
319
Heartland Advisors
Wisconsin
$1.89M +$669K +16,939 +63%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$1.84M +$10.2K +258 +0.6%
Wealthfront Advisers
321
Wealthfront Advisers
California
$1.83M -$1.48M -37,564 -47%
RIL
322
Rothschild Investment LLC
Illinois
$1.82M -$14.9K -377 -0.9%
HVM
323
Harvest Volatility Management
Connecticut
$1.81M -$426K -10,785 -20%
EOJOAM
324
E. Ohman J:or Asset Management
Sweden
$1.78M -$19.8K -500 -1%
Baird Financial Group
325
Baird Financial Group
Wisconsin
$1.77M +$69.5K +1,759 +4%

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.