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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
CTC
451
Central Trust Company
Missouri
$701K -$12.7K -305 -2%
Lido Advisors
452
Lido Advisors
California
$693K +$472K +11,323 +217%
ACM
453
AlphaStar Capital Management
North Carolina
$693K +$116K +2,779 +20%
AAS
454
Ameritas Advisory Services
Nebraska
$691K +$300K +7,193 +79%
PA
455
Pinnacle Associates
New York
$691K -$14K -335 -2%
EH
456
Equitable Holdings
New York
$682K +$362K +8,695 +114%
DWT
457
Dorsey & Whitney Trust
South Dakota
$681K +$14.2K +340 +2%
S
458
SignatureFD
Georgia
$672K +$63.1K +1,513 +10%
PTP
459
Platform Technology Partners
New York
$668K +$5.34K +128 +0.8%
FTDI
460
First Trust Direct Indexing
Massachusetts
$666K +$92.8K +2,227 +16%
AWC
461
Abundance Wealth Counselors
Pennsylvania
$666K -$1.8M -43,142 -73%
BOPW
462
Brandywine Oak Private Wealth
Pennsylvania
$665K -$4.75K -114 -0.7%
PT
463
Plimoth Trust
Massachusetts
$656K -$834 -20 -0.1%
Bessemer Group
464
Bessemer Group
New Jersey
$656K -$158K -3,786 -19%
IAA
465
Independent Advisor Alliance
North Carolina
$645K -$14.5K -348 -2%
SFI
466
Siemens Fonds Invest
Germany
$644K -$3.33K -80 -0.5%
CAM
467
Campion Asset Management
Virginia
$639K +$5.21K +125 +0.8%
AT
468
Arden Trust
Delaware
$639K +$41.4K +994 +7%
HW
469
Hancock Whitney
Mississippi
$634K -$274K -6,567 -30%
CA
470
Commerzbank Aktiengesellschaft
Germany
$633K +$139K +3,346 +28%
OPS
471
Orion Portfolio Solutions
Nebraska
$631K +$228K +5,458 +57%
BCI
472
Brinker Capital Investments
Pennsylvania
$631K +$331K +7,932 +111%
AWS
473
Atria Wealth Solutions
New York
$626K +$103K +2,474 +20%
CT
474
Caldwell Trust
Florida
$625K -$6.92K -166 -1%
BONH
475
Bank of New Hampshire
New Hampshire
$620K -$119K -2,849 -16%

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.