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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
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$1.15M +$235K +5,637 +26%
EGM
377
Engineers Gate Manager
New York
$1.15M +$882K +21,165 +341%
NLGIA
378
Nippon Life Global Investors Americas
New York
$1.14M -$357K -8,570 -24%
EF
379
Empirical Finance
Pennsylvania
$1.14M +$58.8K +1,410 +5%
BF
380
BOK Financial
Oklahoma
$1.14M +$221K +5,292 +24%
DGAM
381
Desjardins Global Asset Management
Quebec, Canada
$1.12M +$48.5K +1,163 +5%
VIA
382
Vident Investment Advisory
Georgia
$1.11M +$6.92K +166 +0.6%
CB
383
Community Bank
New York
$1.1M +$56.3K +1,350 +5%
AIA
384
Affinity Investment Advisors
California
$1.1M -$920K -22,070 -46%
HT
385
Headlands Technologies
Illinois
$1.09M +$550K +13,204 +103%
ADL
386
Asset Dedication LLC
California
$1.09M +$161K +3,852 +18%
BBL
387
Beck Bode LLC
Massachusetts
$1.09M -$42.1K -1,009 -4%
SA
388
Strategic Advisors
New York
$1.09M +$59.1K +1,418 +6%
SF
389
Synovus Financial
Georgia
$1.08M +$495K +11,886 +86%
KWM
390
Kingsview Wealth Management
Oregon
$1.08M -$52.8K -1,266 -5%
VCM
391
Verger Capital Management
North Carolina
$1.08M
OC
392
Oppenheimer & Co
New York
$1.07M -$153K -3,664 -13%
V
393
Veritable
Delaware
$1.05M +$56.2K +1,348 +6%
AIM
394
Acropolis Investment Management
Missouri
$1.04M +$83.4K +2,000 +9%
UCI
395
Uncommon Cents Investing
Wisconsin
$1.02M -$1.88K -45 -0.2%
IAIM
396
International Assets Investment Management
Florida
$1.02M -$294K -7,057 -22%
UCFA
397
United Capital Financial Advisors
Texas
$1.02M -$211K -5,060 -17%
CA
398
Cetera Advisors
Colorado
$1.02M +$172K +4,128 +20%
USAA
399
United Services Automobile Association
Texas
$1.01M -$643K -15,427 -39%
BSW
400
Buckingham Strategic Wealth
Missouri
$1.01M

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.