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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 %
IAIM
401
International Assets Investment Management
Florida
$917K -$77.3K -1,898 -8%
PAS
402
Park Avenue Securities
New York
$905K -$33.2K -816 -4%
MNBTD
403
Moody National Bank Trust Division
Texas
$898K +$9.45K +232 +1%
RJT
404
Raymond James Trust
Florida
$898K +$936 +23 +0.1%
BRWA
405
B. Riley Wealth Advisors
Florida
$883K -$2.24K -55 -0.3%
PFO
406
Pathstone Family Office
New Jersey
$881K +$101K +2,438 +13%
AIA
407
Affinity Investment Advisors
California
$873K -$193K -4,733 -18%
SB
408
Simmons Bank
Arkansas
$870K +$489 +12 +0.1%
TWC
409
TD Waterhouse Canada
Ontario, Canada
$863K +$518K +11,468 +150%
Bessemer Group
410
Bessemer Group
New Jersey
$856K +$217K +5,335 +34%
VFM
411
Viking Fund Management
North Dakota
$856K – – –
OQS
412
Occudo Quantitative Strategies
Florida
$853K -$7.8M -191,363 -90%
GT
413
Greenleaf Trust
Michigan
$851K -$33.7K -827 -4%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$849K +$36.4K +893 +4%
VAS
415
Vestmark Advisory Solutions
Massachusetts
$838K +$15.3K +375 +2%
WFC
416
Western Financial Corp
California
$838K -$13.3K -327 -2%
HFM
417
Hartford Financial Management
Connecticut
$835K – – –
AssetMark Inc
418
AssetMark Inc
California
$821K +$15.4K +378 +2%
BFM
419
Boston Financial Management
Massachusetts
$810K -$9K -221 -1%
KF
420
Krilogy Financial
Missouri
$809K +$1.34K +33 +0.2%
DADC
421
D.A. Davidson & Co
Montana
$804K +$38.1K +934 +5%
HCA
422
Harbor Capital Advisors
Illinois
$802K – – –
NA
423
NewEdge Advisors
Louisiana
$799K +$48.6K +1,193 +6%
WS
424
Wedbush Securities
California
$794K +$12.7K +312 +2%
Wealth Enhancement Advisory Services
425
Wealth Enhancement Advisory Services
Minnesota
$778K -$7.37K -181 -0.9%
15 16
17
18 19