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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 %
AAS
451
Ameritas Advisory Services
Nebraska
$691K +$306K +7,193 +79%
PA
452
Pinnacle Associates
New York
$691K -$14K -335 -2%
EH
453
Equitable Holdings
New York
$682K +$364K +8,695 +114%
DWT
454
Dorsey & Whitney Trust
South Dakota
$681K +$14.2K +340 +2%
S
455
SignatureFD
Georgia
$672K +$63.4K +1,513 +10%
PTP
456
Platform Technology Partners
New York
$668K +$5.36K +128 +0.8%
FTDI
457
First Trust Direct Indexing
Massachusetts
$666K +$93.3K +2,227 +16%
AWC
458
Abundance Wealth Counselors
Pennsylvania
$666K -$1.81M -43,142 -73%
BOPW
459
Brandywine Oak Private Wealth
Pennsylvania
$665K -$4.78K -114 -0.7%
PT
460
Plimoth Trust
Massachusetts
$656K -$838 -20 -0.1%
Bessemer Group
461
Bessemer Group
New Jersey
$656K -$159K -3,786 -19%
IAA
462
Independent Advisor Alliance
North Carolina
$645K -$14.6K -348 -2%
SFI
463
Siemens Fonds Invest
Germany
$644K -$3.35K -80 -0.5%
CAM
464
Campion Asset Management
Virginia
$639K +$5.24K +125 +0.8%
AT
465
Arden Trust
Delaware
$639K +$41.7K +994 +7%
HW
466
Hancock Whitney
Mississippi
$634K -$275K -6,567 -30%
CA
467
Commerzbank Aktiengesellschaft
Germany
$633K +$140K +3,346 +28%
OPS
468
Orion Portfolio Solutions
Nebraska
$631K +$229K +5,458 +57%
BCI
469
Brinker Capital Investments
Pennsylvania
$631K +$332K +7,932 +111%
AWS
470
Atria Wealth Solutions
New York
$626K +$104K +2,474 +20%
BONH
471
Bank of New Hampshire
New Hampshire
$620K -$119K -2,849 -16%
BCV
472
Banque Cantonale Vaudoise
Switzerland
$616K -$1.86M -44,400 -75%
IFU
473
iSAM Funds (UK)
United Kingdom
$610K +$610K +14,563 New
O
474
Ossiam
France
$606K +$466K +11,131 +334%
FWCM
475
Ferguson Wellman Capital Management
Oregon
$604K -$8.34K -199 -1%
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