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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
401
Moody National Bank Trust Division
Texas
$944K +$32.6K +826 +4%
SPC
402
Sigma Planning Corp
Michigan
$944K +$11.1K +281 +1%
SA
403
Shilanski & Associates
Alaska
$943K +$862K +21,814 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$942K -$65.5K -1,659 -7%
HW
405
Hancock Whitney
Mississippi
$937K -$5.5M -139,102 -87%
PAS
406
Park Avenue Securities
New York
$934K +$366K +9,273 +75%
VAS
407
Vestmark Advisory Solutions
Massachusetts
$919K +$61.9K +1,567 +8%
VFM
408
Viking Fund Management
North Dakota
$908K
AAM
409
Advisors Asset Management
Colorado
$902K +$152K +3,845 +23%
RJT
410
Raymond James Trust
Florida
$891K +$219K +5,549 +37%
HFM
411
Hartford Financial Management
Connecticut
$886K
GT
412
Greenleaf Trust
Michigan
$886K +$46.9K +1,187 +6%
Credit Agricole
413
Credit Agricole
France
$877K +$291K +7,357 +57%
IC
414
IEQ Capital
California
$876K -$37.3K -944 -4%
WFC
415
Western Financial Corp
California
$875K -$90.8K -2,297 -10%
CA
416
Cetera Advisors
Colorado
$875K -$1.05M -26,494 -57%
BFM
417
Boston Financial Management
Massachusetts
$874K +$58.2K +1,472 +8%
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$862K +$52.5K +1,330 +7%
BPC
419
Banque Pictet & Cie
Switzerland
$851K -$548K -13,863 -41%
SLI
420
Sumitomo Life Insurance
Japan
$845K -$6.44K -163 -0.8%
Bessemer Group
421
Bessemer Group
New Jersey
$841K +$126K +3,181 +20%
KF
422
Krilogy Financial
Missouri
$840K
S
423
Seeyond
France
$833K -$897K -22,698 -54%
NP
424
Ninepoint Partners
Ontario, Canada
$818K +$16.9K +429 +2%
MFGM
425
Marshall Financial Group (Maryland)
Maryland
$797K +$281K +7,111 +63%

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.