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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
376
Cowen Prime Advisors
New York
$1.18M – – –
BBL
377
Beck Bode LLC
Massachusetts
$1.17M -$7.46M -172,647 -86%
KWM
378
Kingsview Wealth Management
Oregon
$1.17M +$16.3K +376 +1%
PAG
379
Private Advisor Group
New Jersey
$1.14M -$5.08K -307 -0.4%
VIA
380
Vident Investment Advisory
Georgia
$1.14M -$2.2M -51,006 -66%
EF
381
Empirical Finance
Pennsylvania
$1.12M +$90.8K +2,101 +9%
VCM
382
Verger Capital Management
North Carolina
$1.11M – – –
DGAM
383
Desjardins Global Asset Management
Quebec, Canada
$1.11M -$786K -18,194 -42%
WANY
384
Wealthspire Advisors (New York)
New York
$1.1M -$687K -15,885 -38%
MAS
385
Meeder Advisory Services
Ohio
$1.08M +$1.08M +25,058 New
CB
386
Community Bank
New York
$1.08M +$9.16K +212 +0.9%
SA
387
Strategic Advisors
New York
$1.06M +$602K +13,936 +131%
UCI
388
Uncommon Cents Investing
Wisconsin
$1.06M -$4.32K -100 -0.4%
V
389
Veritable
Delaware
$1.03M +$4.5K +104 +0.4%
VIM
390
VELA Investment Management
Ohio
$1.01M – – –
BSW
391
Buckingham Strategic Wealth
Missouri
$1.01M +$151K +3,494 +18%
PAM
392
Paradigm Asset Management
New York
$992K +$99.4K +2,300 +11%
Baillie Gifford & Co
393
Baillie Gifford & Co
United Kingdom
$988K – – –
AIM
394
Acropolis Investment Management
Missouri
$986K +$57.7K +1,334 +6%
SB
395
Simmons Bank
Arkansas
$963K -$93.1K -2,154 -9%
ADL
396
Asset Dedication LLC
California
$954K +$146K +3,365 +18%
BF
397
BOK Financial
Oklahoma
$947K -$35.3K -817 -4%
MNBTD
398
Moody National Bank Trust Division
Texas
$944K +$35.7K +826 +4%
SPC
399
Sigma Planning Corp
Michigan
$944K +$12.1K +281 +1%
SA
400
Shilanski & Associates
Alaska
$943K +$943K +21,814 New
14 15
16
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