Exelon
EXC
1,017 hedge funds and large institutions have $29.6B invested in Exelon in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 336 increasing their positions, 384 reducing their positions, and 105 closing their positions.
194% more call options, than puts
Call options by funds: $279M | Put options by funds: $94.9M
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
33% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 105
2% more funds holding
Funds holding: 997 → 1,017 (+20)
0.77% more ownership
Funds ownership: 82.15% → 82.92% (+0.77%)
4% less capital invested
Capital invested by funds: $30.9B → $29.6B (-$1.26B)
13% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$568M |
| 2 |
SCP
Soroban Capital Partners
New York
|
+$307M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$157M |
| 4 |
ZP
Zimmer Partners
New York
|
+$148M |
| 5 |
BlackRock
New York
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$239M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$156M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$142M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$138M |
| 5 |
Cohen & Steers
New York
|
-$130M |
EXC Hedge Fund Activity: Q4 2023 in Review
1,017 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2023, worth a combined $29.6B — down 4.1% from $30.9B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new EXC positions and 105 closed out — a net gain of 35 holders — while 336 added to existing stakes and 384 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $568M. The largest seller was Bank of New York Mellon, cutting an estimated $239M.
- 1,017 institutional investors held Exelon (EXC) as of Q4 2023, up from 997 in Q3 2023.
- Funds reported $29.6B of Exelon stock for Q4 2023, down 4.1% quarter-over-quarter.
- 140 funds opened new Exelon positions in Q4 2023 and 105 closed out, a net change of +35 holders.
- The largest Exelon buyer in Q4 2023 was Morgan Stanley, an estimated $568M added.
- The largest Exelon seller in Q4 2023 was Bank of New York Mellon, an estimated $239M sold.
Based on aggregated 13F filings for Q4 2023.