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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 %
AssetMark Inc
426
AssetMark Inc
California
$786K +$653K +15,097 +488%
RC
427
Resolution Capital
Australia
$784K – – –
BL
428
Balentine LLC
Georgia
$780K -$303K -7,017 -28%
IB
429
Intrust Bank
Kansas
$777K -$21.7K -501 -3%
LA
430
Lakeside Advisors
Washington
$774K – – –
MG
431
Mather Group
Illinois
$768K +$8.13K +188 +1%
LPIC
432
LeJeune Puetz Investment Counsel
Michigan
$764K – – –
BONH
433
Bank of New Hampshire
New Hampshire
$763K -$34.1K -790 -4%
DADC
434
D.A. Davidson & Co
Montana
$762K +$26.7K +618 +4%
AF
435
Allworth Financial
California
$758K +$179K +4,151 +31%
AAS
436
Avantax Advisory Services
Texas
$743K +$60.1K +1,391 +9%
ISL
437
Ingalls & Snyder LLC
New York
$741K -$37.5K -868 -5%
CTC
438
Central Trust Company
Missouri
$736K -$17.1K -396 -2%
WSCM
439
Wellington Shields Capital Management
New York
$735K -$303K -7,000 -29%
PA
440
Pinnacle Associates
New York
$727K +$141K +3,269 +24%
HIC
441
Hartline Investment Corp
Illinois
$726K +$726K +16,793 New
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$724K -$253K -5,860 -26%
SC
443
Steph & Co
Wisconsin
$724K +$86.6K +2,005 +14%
WJA
444
Willis Johnson & Associates
Texas
$722K +$722K +16,712 New
WMS
445
Wealth Management Solutions
Pennsylvania
$722K +$452K +10,472 +168%
IAN
446
Integrated Advisors Network
Texas
$707K -$908 -21 -0.1%
AWA
447
AmeriServ Wealth Advisors
Pennsylvania
$692K -$96.3K -2,228 -12%
BOPW
448
Brandywine Oak Private Wealth
Pennsylvania
$691K -$648 -15 -0.1%
DWT
449
Dorsey & Whitney Trust
South Dakota
$689K -$12.1K -279 -2%
BRWA
450
B. Riley Wealth Advisors
Florida
$684K +$47.4K +1,097 +7%
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