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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
EWA
326
Etesian Wealth Advisors
Oregon
$1.76M +$1.61M +40,694 New
SG Americas Securities
327
SG Americas Securities
New York
$1.76M +$359K +9,075 +29%
PFO
328
Pathstone Family Office
New Jersey
$1.74M +$788K +19,948 +39%
TCM
329
Twin Capital Management
Pennsylvania
$1.73M +$431K +10,913 +37%
SFI
330
Susquehanna Fundamental Investments
Pennsylvania
$1.73M +$1.58M +40,009 New
SGI
331
Summit Global Investments
Utah
$1.73M -$11.2K -284 -0.7%
USAA
332
United Services Automobile Association
Texas
$1.71M
RCM
333
Radnor Capital Management
Pennsylvania
$1.7M
FFWA
334
FRG Family Wealth Advisors
Washington
$1.7M
CIC
335
Cornercap Investment Counsel
Georgia
$1.7M +$78.9K +1,996 +5%
Two Sigma Investments
336
Two Sigma Investments
New York
$1.66M -$16M -404,504 -91%
TPM
337
Triasima Portfolio Management
Quebec, Canada
$1.65M -$1.22M -30,845 -45%
DILIC
338
Dai-ichi Life Insurance Company
Japan
$1.6M -$39.4K -998 -3%
NLGIA
339
Nippon Life Global Investors Americas
New York
$1.55M +$1.42M +35,850 New
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.54M
QCM
341
Quantinno Capital Management
New York
$1.52M +$1.06M +26,888 +326%
TMAM
342
Tokio Marine Asset Management
Japan
$1.51M -$106K -2,686 -7%
Capital Fund Management (CFM)
343
Capital Fund Management (CFM)
France
$1.5M -$467K -11,814 -25%
SC
344
Savant Capital
Illinois
$1.5M +$126K +3,194 +10%
PS
345
Pensionfund Sabic
Netherlands
$1.49M
API
346
Advisor Partners II
California
$1.49M +$16.8K +426 +1%
CIA
347
Covington Investment Advisors
Pennsylvania
$1.48M -$1.38K -35 -0.1%
BEI
348
Benjamin Edwards Inc
Missouri
$1.48M +$653K +16,517 +94%
LNC
349
Lincoln National Corp
Pennsylvania
$1.45M +$64.2K +1,626 +5%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.45M -$731K -18,498 -36%

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.