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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
CB
301
Commerce Bank
Missouri
$2.24M +$30.5K +731 +1%
KTA
302
Keeley-Teton Advisors
Illinois
$2.18M +$285K +6,844 +15%
WA
303
WealthTrust Axiom
Pennsylvania
$2.17M +$40K +959 +2%
HVP
304
Hudson Value Partners
Florida
$2.15M +$4.33K +104 +0.2%
RMC
305
Resources Management Corp
Connecticut
$2.13M +$359K +8,605 +775%
SGCA
306
Steel Grove Capital Advisors
Tennessee
$2.08M +$80.2K +1,925 +4%
BCM
307
Brookstone Capital Management
Illinois
$2.07M +$153K +3,668 +8%
DTL
308
Dynamic Technology Lab
Singapore
$2.04M +$2.03M +48,674 New
Brown Advisory
309
Brown Advisory
Maryland
$2.03M +$4.71K +113 +0.2%
CCWA
310
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.03M +$12.9K +310 +0.6%
Credit Agricole
311
Credit Agricole
France
$2.01M +$1.15M +27,695 +137%
HWAM
312
Hennion & Walsh Asset Management
New Jersey
$2.01M +$85.9K +2,061 +4%
NCM
313
Narwhal Capital Management
Georgia
$1.98M
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$1.93M -$62.5K -1,500 -3%
VI
315
Vestcor Inc
New Brunswick, Canada
$1.9M -$4.13K -99 -0.2%
EOJOAM
316
E. Ohman J:or Asset Management
Sweden
$1.88M +$154K +3,700 +9%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$1.86M +$80.7K +1,935 +5%
MLICM
318
Metropolitan Life Insurance Company (MetLife)
New York
$1.86M -$543K -13,029 -23%
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$1.85M -$253K -6,064 -12%
HA
320
Heartland Advisors
Wisconsin
$1.85M +$13.4K +322 +0.7%
Wealthfront Advisers
321
Wealthfront Advisers
California
$1.83M +$55.1K +1,322 +3%
Baird Financial Group
322
Baird Financial Group
Wisconsin
$1.82M +$101K +2,433 +6%
MML Investors Services
323
MML Investors Services
Massachusetts
$1.8M -$42.9K -1,028 -2%
SC
324
Sagefield Capital
Texas
$1.78M -$1.83M -43,934 -51%
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.77M +$456K +10,942 +35%

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.