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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
RIL
326
Rothschild Investment LLC
Illinois
$1.75M -$9.75K -234 -0.6%
SC
327
Savant Capital
Illinois
$1.74M +$250K +5,997 +17%
MGP
328
Metis Global Partners
California
$1.73M +$381K +9,149 +28%
EWA
329
Etesian Wealth Advisors
Oregon
$1.71M +$10.2K +245 +0.6%
BAMF
330
BI Asset Management Fondsmaeglerselskab
Denmark
$1.69M +$381K +9,146 +29%
RCM
331
Radnor Capital Management
Pennsylvania
$1.69M +$9.59K +230 +0.6%
CIC
332
Cornercap Investment Counsel
Georgia
$1.68M +$32.5K +780 +2%
FFWA
333
FRG Family Wealth Advisors
Washington
$1.65M
SSA
334
Schonfeld Strategic Advisors
New York
$1.61M -$16.3M -391,829 -91%
API
335
Advisor Partners II
California
$1.61M +$161K +3,851 +11%
Two Sigma Investments
336
Two Sigma Investments
New York
$1.6M
QCM
337
Quantinno Capital Management
New York
$1.6M +$131K +3,143 +9%
TMAM
338
Tokio Marine Asset Management
Japan
$1.55M +$93.4K +2,241 +6%
DILIC
339
Dai-ichi Life Insurance Company
Japan
$1.55M
SGI
340
Summit Global Investments
Utah
$1.53M -$139K -3,323 -8%
TCOT
341
Trust Company of Toledo
Ohio
$1.53M -$33.8K -812 -2%
KRSITF
342
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.48M -$7.54K -181 -0.5%
HVM
343
Harvest Volatility Management
Connecticut
$1.48M -$259K -6,209 -15%
TCM
344
Twin Capital Management
Pennsylvania
$1.47M -$210K -5,044 -13%
PS
345
Pensionfund Sabic
Netherlands
$1.45M
CIA
346
Covington Investment Advisors
Pennsylvania
$1.44M
LNC
347
Lincoln National Corp
Pennsylvania
$1.43M +$18.4K +441 +1%
AIP
348
Ameritas Investment Partners
Nebraska
$1.41M +$7.17K +172 +0.5%
ACM
349
Argyle Capital Management
Pennsylvania
$1.41M
BBVA
350
Banco Bilbao Vizcaya Argentaria
Spain
$1.4M +$131K +3,132 +10%

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.