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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
ACM
351
Argyle Capital Management
Pennsylvania
$1.45M -$9.88K -250 -0.7%
TF
352
TIAA FSB
Florida
$1.41M +$11.7K +297 +0.9%
SB
353
Strategic Blueprint
Georgia
$1.41M +$307K +7,776 +31%
William Blair & Company
354
William Blair & Company
Illinois
$1.4M -$19.4K -490 -1%
AC
355
Allstate Corporation
Illinois
$1.4M -$1.4M -35,376 -52%
AIM
356
Allstate Investment Management
Illinois
$1.4M +$1.28M +32,303 New
AIP
357
Ameritas Investment Partners
Nebraska
$1.4M -$35.8K -906 -3%
MGP
358
Metis Global Partners
California
$1.39M +$691K +17,481 +119%
PGFC
359
Peapack-Gladstone Financial Corp
New Jersey
$1.38M -$29.8K -754 -2%
IA
360
IFP Advisors
Florida
$1.37M +$874K +22,114 +145%
AAMA
361
Advanced Asset Management Advisors
Ohio
$1.37M +$40 +1 +0%
IAIM
362
International Assets Investment Management
Florida
$1.36M +$257K +6,501 +26%
JFGIW
363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M -$7.55K -191 -0.6%
BAMF
364
BI Asset Management Fondsmaeglerselskab
Denmark
$1.35M +$453K +11,456 +58%
TCA
365
Transcend Capital Advisors
New Jersey
$1.35M -$15.5K -393 -1%
NMIMC
366
Northwestern Mutual Investment Management Company
Wisconsin
$1.35M -$225K -5,690 -15%
TRCT
367
Tower Research Capital (TRC)
New York
$1.34M -$9.04M -228,806 -88%
PWA
368
Providence Wealth Advisors
Illinois
$1.34M +$514 +13 +0%
BBVA
369
Banco Bilbao Vizcaya Argentaria
Spain
$1.31M +$45.7K +1,156 +4%
QC
370
Quaero Capital
Switzerland
$1.3M
CNBT
371
Cornerstone National Bank & Trust
Illinois
$1.29M +$2.85K +72 +0.2%
SPIA
372
Steward Partners Investment Advisory
New York
$1.28M +$19.7K +499 +2%
SFS
373
Sowell Financial Services
Arkansas
$1.28M +$178K +4,498 +18%
UCFA
374
United Capital Financial Advisors
Texas
$1.27M +$411K +10,410 +55%
OC
375
Oppenheimer & Co
New York
$1.26M +$6.44K +163 +0.6%

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.