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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 %
HT
376
Headlands Technologies
Illinois
$1.15M +$88.7K +2,177 +8%
AF
377
Advisornet Financial
Minnesota
$1.15M -$3.59K -88 -0.3%
AI
378
Atria Investments
North Carolina
$1.14M -$36.5K -895 -3%
MYAM
379
Meiji Yasuda Asset Management
Japan
$1.13M -$50.1K -1,230 -4%
NP
380
Ninepoint Partners
Ontario, Canada
$1.13M – – –
HSA
381
HBK Sorce Advisory
Pennsylvania
$1.11M -$96.6K -2,372 -8%
Lido Advisors
382
Lido Advisors
California
$1.09M +$420K +10,297 +62%
BF
383
BOK Financial
Oklahoma
$1.09M -$16.1K -394 -1%
BBL
384
Beck Bode LLC
Massachusetts
$1.04M -$17.2K -422 -2%
AIM
385
Acropolis Investment Management
Missouri
$1.04M +$26.6K +652 +3%
CB
386
Community Bank
New York
$1.03M -$42.2K -1,036 -4%
SFS
387
Sowell Financial Services
Arkansas
$1.03M +$152K +3,724 +17%
CA
388
Cetera Advisors
Colorado
$1.03M +$33K +809 +3%
BCV
389
Banque Cantonale Vaudoise
Switzerland
$1.02M +$420K +10,300 +70%
V
390
Veritable
Delaware
$1.01M -$9.53K -234 -0.9%
IC
391
IEQ Capital
California
$1M +$35.5K +871 +4%
UCI
392
Uncommon Cents Investing
Wisconsin
$998K +$1.43K +35 +0.1%
USAA
393
United Services Automobile Association
Texas
$985K – – –
BSW
394
Buckingham Strategic Wealth
Missouri
$955K +$6.32K +155 +0.7%
WBC
395
Westpac Banking Corp
Australia
$941K -$11.9M -291,791 -93%
IB
396
Intrust Bank
Kansas
$941K +$62.9K +1,544 +7%
AAM
397
Advisors Asset Management
Colorado
$930K -$18.7K -460 -2%
OC
398
Oppenheimer & Co
New York
$929K -$113K -2,765 -11%
MAS
399
Meeder Advisory Services
Ohio
$922K +$22K +540 +2%
WANY
400
Wealthspire Advisors (New York)
New York
$921K -$6.72K -165 -0.7%
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16
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