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Exelon
EXC

Overview Fund Activity

990 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-8
Holders Change %
-0.8%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
86
Increased
402
Reduced
313
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$432M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$297M
3
Deutsche Bank
Deutsche Bank
Germany
+$219M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$215M
5
BlackRock
BlackRock
New York
+$149M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$677M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$238M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$236M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$217M
5
Capital International Investors
Capital International Investors
California
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
401
Park Avenue Securities
New York
$965K +$59.9K +1,429 +7%
SA
402
Shilanski & Associates
Alaska
$963K +$26.5K +617 +3%
PAM
403
Paradigm Asset Management
New York
$959K -$2.09K -50 -0.2%
Baillie Gifford & Co
404
Baillie Gifford & Co
United Kingdom
$958K – – –
WANY
405
Wealthspire Advisors (New York)
New York
$954K -$115K -2,749 -11%
EI
406
Ethic Inc
New York
$930K +$341K +8,151 +58%
MAS
407
Meeder Advisory Services
Ohio
$925K -$125K -2,978 -12%
RJT
408
Raymond James Trust
Florida
$923K +$59.9K +1,429 +7%
MNBTD
409
Moody National Bank Trust Division
Texas
$914K -$1.05K -25 -0.1%
BRWA
410
B. Riley Wealth Advisors
Florida
$911K +$248K +5,917 +37%
GT
411
Greenleaf Trust
Michigan
$910K +$50.8K +1,213 +6%
IB
412
Intrust Bank
Kansas
$903K +$150K +3,585 +20%
SFS
413
Sowell Financial Services
Arkansas
$903K -$336K -8,017 -27%
SB
414
Simmons Bank
Arkansas
$894K -$39.4K -940 -4%
VFM
415
Viking Fund Management
North Dakota
$880K – – –
WFC
416
Western Financial Corp
California
$875K +$26.7K +637 +3%
SPC
417
Sigma Planning Corp
Michigan
$874K -$40.4K -965 -4%
HFM
418
Hartford Financial Management
Connecticut
$859K – – –
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$847K +$145K +3,456 +21%
VAS
420
Vestmark Advisory Solutions
Massachusetts
$846K -$44.6K -1,064 -5%
BFM
421
Boston Financial Management
Massachusetts
$842K -$5.03K -120 -0.6%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$836K +$545 +13 +0.1%
TC
423
TwinBeech Capital
New York
$834K +$834K +19,907 New
KF
424
Krilogy Financial
Missouri
$830K +$16.4K +392 +2%
AssetMark Inc
425
AssetMark Inc
California
$828K +$65.9K +1,573 +9%
15 16
17
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