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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
Amundi
26
Amundi
France
$241M +$43.4M +1,042,331 +23%
Charles Schwab
27
Charles Schwab
California
$234M +$1.66M +39,893 +0.7%
Bank of America
28
Bank of America
North Carolina
$225M +$41.4M +992,027 +23%
Capital International Investors
29
Capital International Investors
California
$224M -$188M -4,519,621 -46%
Fidelity International
30
Fidelity International
Bermuda
$206M -$87.1M -2,088,959 -30%
Canada Life
31
Canada Life
Manitoba, Canada
$192M +$6.36M +152,574 +3%
Goldman Sachs
32
Goldman Sachs
New York
$181M +$26.9M +644,838 +18%
Swiss National Bank
33
Swiss National Bank
Switzerland
$165M -$3.63M -87,000 -2%
PL
34
Perpetual Ltd
Australia
$159M +$158M +3,787,958 New
Allianz Asset Management
35
Allianz Asset Management
Germany
$157M +$1.79M +42,971 +1%
N
36
Nuveen
North Carolina
$154M -$6.89M -165,335 -4%
Cohen & Steers
37
Cohen & Steers
New York
$150M +$64M +1,535,167 +75%
Prudential Financial
38
Prudential Financial
New Jersey
$147M +$5.39M +129,294 +4%
ECM
39
ExodusPoint Capital Management
New York
$133M +$101M +2,417,443 +323%
Victory Capital Management
40
Victory Capital Management
Texas
$131M -$7.87M -188,697 -6%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$130M +$6.62M +158,789 +5%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$129M -$2.84M -68,112 -2%
First Trust Advisors
43
First Trust Advisors
Illinois
$114M +$3.49M +83,785 +3%
Millennium Management
44
Millennium Management
New York
$113M +$39.5M +947,313 +54%
Swedbank
45
Swedbank
Sweden
$110M -$253K -6,078 -0.2%
Macquarie Group
46
Macquarie Group
Australia
$99.4M -$40.3M -967,043 -29%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$96.3M -$1.74M -41,828 -2%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$92.8M -$17.4M -417,666 -16%
JP Morgan Chase
49
JP Morgan Chase
New York
$89.8M +$1.27M +30,515 +1%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$89.3M +$12M +288,964 +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.