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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
Nomura Holdings
351
Nomura Holdings
Japan
$1.4M +$1.4M +33,466 New
VIM
352
Vinva Investment Management
Australia
$1.39M +$1.4M +33,507 New
SB
353
Strategic Blueprint
Georgia
$1.38M +$17.1K +411 +1%
PGFC
354
Peapack-Gladstone Financial Corp
New Jersey
$1.34M -$1K -24 -0.1%
AAMA
355
Advanced Asset Management Advisors
Ohio
$1.33M +$83 +2 +0%
BEI
356
Benjamin Edwards Inc
Missouri
$1.32M -$106K -2,545 -7%
William Blair & Company
357
William Blair & Company
Illinois
$1.32M -$37.8K -907 -3%
NMIMC
358
Northwestern Mutual Investment Management Company
Wisconsin
$1.31M +$3.79K +91 +0.3%
CPA
359
Cowen Prime Advisors
New York
$1.3M +$144K +3,450 +13%
VIM
360
VELA Investment Management
Ohio
$1.29M +$314K +7,538 +32%
OAM
361
Ostrum Asset Management
France
$1.28M +$1.28M +30,674 New
TF
362
TIAA FSB
Florida
$1.28M -$87.9K -2,109 -6%
PWA
363
Providence Wealth Advisors
Illinois
$1.28M -$61.4K -1,473 -5%
TCA
364
Transcend Capital Advisors
New Jersey
$1.27M -$31.8K -762 -2%
SPIA
365
Steward Partners Investment Advisory
New York
$1.26M +$19.4K +466 +2%
QC
366
Quaero Capital
Switzerland
$1.26M
CNBT
367
Cornerstone National Bank & Trust
Illinois
$1.25M +$2.54K +61 +0.2%
HSA
368
HBK Sorce Advisory
Pennsylvania
$1.24M -$888K -21,304 -42%
MCM
369
MAI Capital Management
Ohio
$1.24M +$21.3K +510 +2%
TCM
370
Teza Capital Management
Illinois
$1.24M +$1.24M +29,630 New
AI
371
Atria Investments
North Carolina
$1.21M -$1.38K -33 -0.1%
MYAM
372
Meiji Yasuda Asset Management
Japan
$1.21M -$7.5K -180 -0.6%
AF
373
Advisornet Financial
Minnesota
$1.18M +$14.4K +346 +1%
TRCT
374
Tower Research Capital (TRC)
New York
$1.17M -$130K -3,108 -10%
NP
375
Ninepoint Partners
Ontario, Canada
$1.16M +$365K +8,764 +46%

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.