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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
BCV
476
Banque Cantonale Vaudoise
Switzerland
$616K -$1.85M -44,400 -75%
IFU
477
iSAM Funds (UK)
United Kingdom
$610K +$607K +14,563 New
O
478
Ossiam
France
$606K +$464K +11,131 +334%
FWCM
479
Ferguson Wellman Capital Management
Oregon
$604K -$8.29K -199 -1%
GVAG
480
Great Valley Advisor Group
Delaware
$600K +$6.96K +167 +1%
RA
481
Rational Advisors
New York
$592K -$39.9K -956 -6%
SFA
482
Sequoia Financial Advisors
Ohio
$590K +$58.6K +1,407 +11%
BBA
483
BLB&B Advisors
Pennsylvania
$583K -$20.5K -492 -3%
IRC
484
Investors Research Corp
Georgia
$581K -$1.75K -42 -0.3%
BDF
485
Black Diamond Financial
Maryland
$578K
RC
486
Resolution Capital
Australia
$571K -$187K -4,493 -25%
SS
487
Simplicity Solutions
Minnesota
$564K +$328K +7,878 +141%
BFG
488
Bleakley Financial Group
New Jersey
$564K +$84.3K +2,023 +18%
LIA
489
LSP Investment Advisors
New York
$556K
IAS
490
Investment Advisory Services
Texas
$556K
SI
491
Stephens Inc
Arkansas
$555K +$47.2K +1,133 +9%
ONB
492
Old National Bancorp
Indiana
$553K
GLA
493
Great Lakes Advisors
Illinois
$553K -$3.02M -72,439 -85%
AIC
494
Archer Investment Corporation
Indiana
$551K +$100K +2,400 +22%
CFG
495
Citizens Financial Group
Rhode Island
$550K +$547K +13,134 New
VCAM
496
Van Cleef Asset Management
Ohio
$548K +$31.2K +748 +6%
HI
497
Horizon Investments
North Carolina
$547K +$85.1K +2,042 +18%
CIBC World Market
498
CIBC World Market
Ontario, Canada
$546K -$2.53M -60,591 -82%
SPA
499
Sherbrooke Park Advisers
New York
$540K +$538K +12,900 New
IWM
500
IHT Wealth Management
Illinois
$538K +$111K +2,658 +26%

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.