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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
BDF
476
Black Diamond Financial
Maryland
$596K
SWM
477
SeaCrest Wealth Management
New York
$596K +$711 +18 +0.1%
ACM
478
AlphaStar Capital Management
North Carolina
$595K +$544K +13,767 New
FTDI
479
First Trust Direct Indexing
Massachusetts
$591K -$2.21K -56 -0.4%
LIA
480
LSP Investment Advisors
New York
$574K
IAS
481
Investment Advisory Services
Texas
$573K +$15.3K +387 +3%
ONB
482
Old National Bancorp
Indiana
$571K -$1.98K -50 -0.4%
AFP
483
Ausdal Financial Partners
Iowa
$569K +$24.7K +625 +5%
WEG
484
World Equity Group
Illinois
$556K +$508K +12,862 New
GG
485
Gofen & Glossberg
Illinois
$556K -$8.14K -206 -2%
HT
486
Headlands Technologies
Illinois
$556K +$508K +12,854 New
CSS
487
Cubist Systematic Strategies
Connecticut
$551K -$30.2M -763,372 -98%
SFA
488
Sequoia Financial Advisors
Ohio
$548K +$262K +6,635 +110%
CCA
489
Checchi Capital Advisers
California
$547K -$25.2K -638 -5%
JCM
490
Jacobi Capital Management
Pennsylvania
$541K +$57.3K +1,451 +13%
AWS
491
Atria Wealth Solutions
New York
$539K -$1.7M -42,995 -78%
SP
492
Symmetry Partners
Connecticut
$538K -$282K -7,150 -36%
SW
493
SVB Wealth
Massachusetts
$536K -$54.6K -1,382 -10%
VCAM
494
Van Cleef Asset Management
Ohio
$534K +$356 +9 +0.1%
ASN
495
Advisory Services Network
Georgia
$532K -$260K -6,593 -35%
WB
496
WesBanco Bank
West Virginia
$527K +$118K +2,979 +32%
CI
497
Cigna Investments
Connecticut
$526K
SI
498
Stephens Inc
Arkansas
$524K +$7.23K +183 +2%
LF
499
Lantz Financial
Illinois
$521K +$15.8K +400 +3%
SC
500
Scotia Capital
Ontario, Canada
$519K -$96.2K -2,434 -17%

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.