988 hedge funds and large institutions have $30.9B invested in Exelon in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 371 increasing their positions, 335 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
988
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.75%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
89
Increased
371
Reduced
335
Closed
79
Calls
$315M
Puts
$66.3M
Net Calls
+$248M
Net Calls Change
+$847K
Name Holding Trade Value Shares
Change
Shares
Change %
LA
451
Lakeside Advisors
Washington
$652K -$7.56K -200 -1%
BCI
452
Brinker Capital Investments
Pennsylvania
$650K +$58.2K +1,539 +10%
OPS
453
Orion Portfolio Solutions
Nebraska
$650K +$58.2K +1,539 +10%
WJA
454
Willis Johnson & Associates
Texas
$648K +$5.25K +139 +0.8%
IAA
455
Independent Advisor Alliance
North Carolina
$644K +$84.6K +2,239 +15%
SLI
456
Sumitomo Life Insurance
Japan
$642K -$20.3K -538 -3%
TSS
457
Two Sigma Securities
New York
$640K +$360K +9,537 +129%
MIM
458
Morningstar Investment Management
Illinois
$639K
SPC
459
Sigma Planning Corp
Michigan
$625K +$14.6K +385 +2%
PA
460
Pinnacle Associates
New York
$624K -$43.6K -1,155 -7%
CTC
461
Central Trust Company
Missouri
$618K
FTDI
462
First Trust Direct Indexing
Massachusetts
$617K +$17.7K +468 +3%
SM
463
STF Management
Texas
$615K +$377K +9,983 +159%
ISL
464
Ingalls & Snyder LLC
New York
$613K -$30.4K -806 -5%
SF
465
Synovus Financial
Georgia
$609K +$49K +1,297 +9%
AWC
466
Abundance Wealth Counselors
Pennsylvania
$599K +$12.8K +339 +2%
CSS
467
Cubist Systematic Strategies
Connecticut
$595K +$395K +10,444 +197%
WWA
468
WCG Wealth Advisors
Nevada
$589K +$589K +13,193 New
CIBC Private Wealth Group
469
CIBC Private Wealth Group
Georgia
$579K +$148K +3,904 +34%
KWA
470
Kingswood Wealth Advisors
California
$570K +$570K +15,077 New
PT
471
Plimoth Trust
Massachusetts
$569K -$18.5K -489 -3%
S
472
SignatureFD
Georgia
$569K -$4.42K -117 -0.8%
SFA
473
Sequoia Financial Advisors
Ohio
$567K +$20.9K +552 +4%
CAM
474
Campion Asset Management
Virginia
$567K
AWS
475
Atria Wealth Solutions
New York
$560K +$869 +23 +0.2%