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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
451
Brandywine Oak Private Wealth
Pennsylvania
$691K -$593 -15 -0.1%
DWT
452
Dorsey & Whitney Trust
South Dakota
$689K -$11K -279 -2%
BRWA
453
B. Riley Wealth Advisors
Florida
$684K +$43.3K +1,097 +7%
PTP
454
Platform Technology Partners
New York
$683K +$7.19K +182 +1%
PT
455
Plimoth Trust
Massachusetts
$678K -$9.52K -241 -2%
NA
456
NewEdge Advisors
Louisiana
$670K +$123K +3,105 +21%
SFI
457
Siemens Fonds Invest
Germany
$669K -$57.3K -1,450 -9%
CAM
458
Campion Asset Management
Virginia
$654K -$23.7K -600 -4%
RA
459
Rational Advisors
New York
$653K -$221K -5,588 -27%
CT
460
Caldwell Trust
Florida
$652K -$13.2K -334 -2%
SAM
461
Sabadell Asset Management
Spain
$649K +$581K +14,700 New
SCI
462
Stableford Capital II
Arizona
$648K -$36.9K -935 -6%
TI
463
Tidal Investments
Wisconsin
$646K -$953K -24,132 -62%
WS
464
Wedbush Securities
California
$635K +$281K +7,105 +94%
FWCM
465
Ferguson Wellman Capital Management
Oregon
$632K +$13.4K +339 +2%
DT
466
Diversified Trust
Tennessee
$631K +$166K +4,197 +40%
S
467
SignatureFD
Georgia
$628K -$68.2K -1,725 -11%
SAM
468
Strategy Asset Managers
California
$626K -$76.2K -1,929 -12%
BBA
469
BLB&B Advisors
Pennsylvania
$623K +$5.61K +142 +1%
AT
470
Arden Trust
Delaware
$616K -$55.9K -1,415 -9%
GVAG
471
Great Valley Advisor Group
Delaware
$611K +$672 +17 +0.1%
Two Sigma Advisers
472
Two Sigma Advisers
New York
$610K -$2.79M -70,600 -83%
EI
473
Ethic Inc
New York
$607K +$4.19K +106 +0.8%
IRC
474
Investors Research Corp
Georgia
$601K -$2.33K -59 -0.4%
SF
475
Synovus Financial
Georgia
$598K +$8.02K +203 +1%

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.