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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 %
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$942K -$71.7K -1,659 -7%
HW
402
Hancock Whitney
Mississippi
$937K -$6.01M -139,102 -87%
PAS
403
Park Avenue Securities
New York
$934K +$401K +9,273 +75%
VAS
404
Vestmark Advisory Solutions
Massachusetts
$919K +$67.7K +1,567 +8%
VFM
405
Viking Fund Management
North Dakota
$908K – – –
AAM
406
Advisors Asset Management
Colorado
$902K +$166K +3,845 +23%
RJT
407
Raymond James Trust
Florida
$891K +$240K +5,549 +37%
HFM
408
Hartford Financial Management
Connecticut
$886K – – –
GT
409
Greenleaf Trust
Michigan
$886K +$51.3K +1,187 +6%
Credit Agricole
410
Credit Agricole
France
$877K +$318K +7,357 +57%
IC
411
IEQ Capital
California
$876K -$40.8K -944 -4%
WFC
412
Western Financial Corp
California
$875K -$99.3K -2,297 -10%
CA
413
Cetera Advisors
Colorado
$875K -$1.15M -26,494 -57%
BFM
414
Boston Financial Management
Massachusetts
$874K +$63.6K +1,472 +8%
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$862K +$57.5K +1,330 +7%
BPC
416
Banque Pictet & Cie
Switzerland
$851K -$599K -13,863 -41%
SLI
417
Sumitomo Life Insurance
Japan
$845K -$7.05K -163 -0.8%
Bessemer Group
418
Bessemer Group
New Jersey
$841K +$138K +3,181 +20%
KF
419
Krilogy Financial
Missouri
$840K – – –
S
420
Seeyond
France
$833K -$981K -22,698 -54%
NP
421
Ninepoint Partners
Ontario, Canada
$818K +$18.5K +429 +2%
MFGM
422
Marshall Financial Group (Maryland)
Maryland
$797K +$307K +7,111 +63%
RIA
423
Regal Investment Advisors
Michigan
$794K +$59.9K +1,386 +8%
NSIM
424
North Star Investment Management
Illinois
$791K +$3.72K +86 +0.5%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$790K +$137K +3,165 +21%
15 16
17
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