We are live on ! Find out more

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
UBS AM
26
UBS AM
Illinois
$249M +$2.18M +55,112 +1%
Charles Schwab
27
Charles Schwab
California
$240M +$4.9M +123,968 +2%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$230M -$261M -6,609,067 -55%
Amundi
29
Amundi
France
$201M +$31.5M +797,098 +21%
Canada Life
30
Canada Life
Manitoba, Canada
$193M +$44.1M +1,117,174 +34%
Bank of America
31
Bank of America
North Carolina
$189M +$33.2M +839,947 +24%
Swiss National Bank
32
Swiss National Bank
Switzerland
$174M -$8.57M -216,993 -5%
N
33
Nuveen
North Carolina
$166M -$11.3M -287,208 -7%
Allianz Asset Management
34
Allianz Asset Management
Germany
$160M +$7.08M +179,121 +5%
Jennison Associates
35
Jennison Associates
New York
$160M +$2.86M +72,412 +2%
Goldman Sachs
36
Goldman Sachs
New York
$158M -$18.5M -467,149 -11%
Prudential Financial
37
Prudential Financial
New Jersey
$146M -$995K -25,196 -0.7%
Victory Capital Management
38
Victory Capital Management
Texas
$143M +$723K +18,298 +0.6%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$136M +$8.36M +211,550 +7%
PG
40
Pendal Group
Australia
$132M +$7.46M +188,743 +7%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$128M -$52.3M -1,324,346 -31%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$127M -$1.75M -44,286 -1%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$123M +$84.4M +2,135,851 +304%
Macquarie Group
44
Macquarie Group
Australia
$117M +$92.2M +2,333,828 +227%
First Trust Advisors
45
First Trust Advisors
Illinois
$114M +$10.9M +277,065 +12%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$114M +$10.3M +260,243 +11%
Swedbank
47
Swedbank
Sweden
$113M -$3.96M -100,337 -4%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$105M +$1.36M +34,347 +1%
JP Morgan Chase
49
JP Morgan Chase
New York
$91.4M -$709M -17,947,706 -89%
Cohen & Steers
50
Cohen & Steers
New York
$88M +$29.8M +754,085 +59%

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.