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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$708M
2
BC
Brookfield Corp
Ontario, Canada
$161M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$809M
4
Macquarie Group
Macquarie Group
Australia
$206M
5
Norges Bank
Norges Bank
Norway
$445M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$19.9M
2
Capital Research Global Investors
Capital Research Global Investors
California
$232M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$871M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.7B
5
Prudential Financial
Prudential Financial
New Jersey
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
351
Everence Capital Management
Indiana
$1.36M – – –
AIP
352
Ameritas Investment Partners
Nebraska
$1.36M -$7.29K -179 -0.5%
ACM
353
Argyle Capital Management
Pennsylvania
$1.35M -$20.4K -500 -1%
E
354
Ergoteles
New York
$1.32M -$7.33M -179,951 -85%
Baillie Gifford & Co
355
Baillie Gifford & Co
United Kingdom
$1.3M +$365K +8,957 +39%
AAMA
356
Advanced Asset Management Advisors
Ohio
$1.29M +$41 +1 +0%
NMIMC
357
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M +$5.5K +135 +0.4%
PGFC
358
Peapack-Gladstone Financial Corp
New Jersey
$1.28M -$26K -637 -2%
EF
359
Empirical Finance
Pennsylvania
$1.26M +$149K +3,666 +13%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$140K +3,446 +13%
VIM
361
VELA Investment Management
Ohio
$1.26M – – –
OAM
362
Ostrum Asset Management
France
$1.25M +$2.36K +58 +0.2%
HVM
363
Harvest Volatility Management
Connecticut
$1.25M -$207K -5,075 -14%
TF
364
TIAA FSB
Florida
$1.25M +$5.01K +123 +0.4%
PWA
365
Providence Wealth Advisors
Illinois
$1.23M -$10.9K -262 -0.9%
KWM
366
Kingsview Wealth Management
Oregon
$1.22M +$170K +4,181 +16%
SA
367
Strategic Advisors
New York
$1.22M +$159K +3,907 +15%
SPIA
368
Steward Partners Investment Advisory
New York
$1.21M -$12.5K -307 -1%
ADL
369
Asset Dedication LLC
California
$1.2M +$143K +3,491 +14%
CPA
370
Cowen Prime Advisors
New York
$1.2M -$50.9K -1,250 -4%
SB
371
Strategic Blueprint
Georgia
$1.18M -$157K -3,865 -12%
MCM
372
MAI Capital Management
Ohio
$1.18M -$31.8K -781 -3%
VIM
373
Vinva Investment Management
Australia
$1.17M -$177K -4,415 -13%
CAM
374
Cresset Asset Management
Illinois
$1.16M +$1.16M +28,497 New
William Blair & Company
375
William Blair & Company
Illinois
$1.15M -$128K -3,152 -10%
13 14
15
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