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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 %
AAS
426
Avantax Advisory Services
Texas
$771K +$2.4K +59 +0.3%
UCFA
427
United Capital Financial Advisors
Texas
$769K -$224K -5,503 -23%
BA
428
Bridgewater Associates
Connecticut
$769K +$769K +18,879 New
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$761K +$34K +834 +5%
NSIM
430
North Star Investment Management
Illinois
$745K -$13.7K -337 -2%
ACM
431
AlphaStar Capital Management
North Carolina
$735K +$61.1K +1,500 +9%
MFGM
432
Marshall Financial Group (Maryland)
Maryland
$732K – – –
SC
433
Steph & Co
Wisconsin
$730K +$43.9K +1,077 +6%
AF
434
Allworth Financial
California
$726K -$1.14K -28 -0.2%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$724K -$99K -2,430 -12%
IAN
436
Integrated Advisors Network
Texas
$724K +$23.8K +585 +3%
RIA
437
Regal Investment Advisors
Michigan
$720K -$24.4K -598 -3%
PA
438
Pinnacle Associates
New York
$720K +$47.8K +1,173 +7%
SLI
439
Sumitomo Life Insurance
Japan
$715K -$73.6K -1,806 -9%
LA
440
Lakeside Advisors
Washington
$711K -$18.3K -450 -3%
EH
441
Equitable Holdings
New York
$705K +$41.8K +1,026 +6%
RWP
442
RWA Wealth Partners
Massachusetts
$698K +$357K +8,774 +105%
ISL
443
Ingalls & Snyder LLC
New York
$694K -$1.55K -38 -0.2%
WJA
444
Willis Johnson & Associates
Texas
$693K +$3.3K +81 +0.5%
MIM
445
Morningstar Investment Management
Illinois
$689K +$689K +16,900 New
TI
446
Tidal Investments
Wisconsin
$667K -$289K -7,094 -30%
CTC
447
Central Trust Company
Missouri
$666K -$15.1K -370 -2%
Walleye Trading
448
Walleye Trading
New York
$664K +$412K +10,104 +163%
SPC
449
Sigma Planning Corp
Michigan
$658K -$192K -4,715 -23%
SCI
450
Stableford Capital II
Arizona
$657K +$657K +16,344 New
16 17
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