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999 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $303M | Put options by funds: $98.6M

29% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 315

22% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.12% more ownership

Funds ownership: 81.99%82.12% (+0.12%)

1% less funds holding

Funds holding: 1,005999 (-6)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$896M)

Holders
999
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
88
Increased
406
Reduced
315
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
426
TwinBeech Capital
New York
$834K +$830K +19,907 New
KF
427
Krilogy Financial
Missouri
$830K +$16.3K +392 +2%
AssetMark Inc
428
AssetMark Inc
California
$828K +$65.6K +1,573 +9%
HCA
429
Harbor Capital Advisors
Illinois
$825K +$821K +19,696 New
SLI
430
Sumitomo Life Insurance
Japan
$810K -$8.25K -198 -1%
Wealth Enhancement Advisory Services
431
Wealth Enhancement Advisory Services
Minnesota
$808K +$804K +19,290 New
WS
432
Wedbush Securities
California
$803K +$186K +4,474 +30%
AAS
433
Avantax Advisory Services
Texas
$790K +$70.1K +1,681 +10%
PFO
434
Pathstone Family Office
New Jersey
$789K -$2.21M -52,989 -74%
DADC
435
D.A. Davidson & Co
Montana
$787K +$48.8K +1,171 +7%
NSIM
436
North Star Investment Management
Illinois
$780K +$13.5K +325 +2%
NA
437
NewEdge Advisors
Louisiana
$775K +$10.3K +248 +1%
RL
438
Retireful LLC
Michigan
$766K +$762K +18,286 New
RIA
439
Regal Investment Advisors
Michigan
$765K -$3.96K -95 -0.5%
MFGM
440
Marshall Financial Group (Maryland)
Maryland
$753K -$19.1K -459 -2%
LA
441
Lakeside Advisors
Washington
$750K
AF
442
Allworth Financial
California
$748K +$13.5K +324 +2%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$747K -$17.9K -430 -2%
LPIC
444
LeJeune Puetz Investment Counsel
Michigan
$740K
MG
445
Mather Group
Illinois
$737K -$7.17K -172 -1%
HIC
446
Hartline Investment Corp
Illinois
$720K +$16.7K +400 +2%
IAN
447
Integrated Advisors Network
Texas
$720K +$34K +816 +5%
ISL
448
Ingalls & Snyder LLC
New York
$715K -$2.38K -57 -0.3%
WJA
449
Willis Johnson & Associates
Texas
$709K +$8.96K +215 +1%
SC
450
Steph & Co
Wisconsin
$706K +$3.88K +93 +0.6%

EXC Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2023, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EXC positions and 72 closed out — a net gain of 16 holders — while 406 added to existing stakes and 315 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $430M. The largest seller was GQG Partners, cutting an estimated $674M.

  • 999 institutional investors held Exelon (EXC) as of Q1 2023, down from 1,005 in Q4 2022.
  • Funds reported $34.2B of Exelon stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 88 funds opened new Exelon positions in Q1 2023 and 72 closed out, a net change of +16 holders.
  • The largest Exelon buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $430M added.
  • The largest Exelon seller in Q1 2023 was GQG Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2023.