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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 %
HCA
426
Harbor Capital Advisors
Illinois
$825K +$825K +19,696 New
SLI
427
Sumitomo Life Insurance
Japan
$810K -$8.29K -198 -1%
Wealth Enhancement Advisory Services
428
Wealth Enhancement Advisory Services
Minnesota
$808K +$808K +19,290 New
WS
429
Wedbush Securities
California
$803K +$187K +4,474 +30%
AAS
430
Avantax Advisory Services
Texas
$790K +$70.4K +1,681 +10%
PFO
431
Pathstone Family Office
New Jersey
$789K -$2.23M -52,989 -74%
DADC
432
D.A. Davidson & Co
Montana
$787K +$49.1K +1,171 +7%
NSIM
433
North Star Investment Management
Illinois
$780K +$13.6K +325 +2%
NA
434
NewEdge Advisors
Louisiana
$775K +$10.4K +248 +1%
RL
435
Retireful LLC
Michigan
$766K +$766K +18,286 New
RIA
436
Regal Investment Advisors
Michigan
$765K -$3.98K -95 -0.5%
MFGM
437
Marshall Financial Group (Maryland)
Maryland
$753K -$19.2K -459 -2%
LA
438
Lakeside Advisors
Washington
$750K – – –
AF
439
Allworth Financial
California
$748K +$13.6K +324 +2%
LNWWM
440
Laird Norton Wetherby Wealth Management
California
$747K -$18K -430 -2%
LPIC
441
LeJeune Puetz Investment Counsel
Michigan
$740K – – –
MG
442
Mather Group
Illinois
$737K -$7.21K -172 -1%
HIC
443
Hartline Investment Corp
Illinois
$720K +$16.8K +400 +2%
IAN
444
Integrated Advisors Network
Texas
$720K +$34.2K +816 +5%
ISL
445
Ingalls & Snyder LLC
New York
$715K -$2.39K -57 -0.3%
WJA
446
Willis Johnson & Associates
Texas
$709K +$9.01K +215 +1%
SC
447
Steph & Co
Wisconsin
$706K +$3.9K +93 +0.6%
CTC
448
Central Trust Company
Missouri
$701K -$12.8K -305 -2%
Lido Advisors
449
Lido Advisors
California
$693K +$474K +11,323 +217%
ACM
450
AlphaStar Capital Management
North Carolina
$693K +$116K +2,779 +20%
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