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Exelon
EXC

Overview Fund Activity

990 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-8
Holders Change %
-0.8%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
86
Increased
402
Reduced
313
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$432M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$297M
3
Deutsche Bank
Deutsche Bank
Germany
+$219M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$215M
5
BlackRock
BlackRock
New York
+$149M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$677M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$238M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$236M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$217M
5
Capital International Investors
Capital International Investors
California
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
476
Great Valley Advisor Group
Delaware
$600K +$7K +167 +1%
RA
477
Rational Advisors
New York
$592K -$40K -956 -6%
SFA
478
Sequoia Financial Advisors
Ohio
$590K +$58.9K +1,407 +11%
BBA
479
BLB&B Advisors
Pennsylvania
$583K -$20.6K -492 -3%
IRC
480
Investors Research Corp
Georgia
$581K -$1.76K -42 -0.3%
BDF
481
Black Diamond Financial
Maryland
$578K – – –
RC
482
Resolution Capital
Australia
$571K -$188K -4,493 -25%
SS
483
Simplicity Solutions
Minnesota
$564K +$330K +7,878 +141%
BFG
484
Bleakley Financial Group
New Jersey
$564K +$84.7K +2,023 +18%
LIA
485
LSP Investment Advisors
New York
$556K – – –
IAS
486
Investment Advisory Services
Texas
$556K – – –
SI
487
Stephens Inc
Arkansas
$555K +$47.5K +1,133 +9%
ONB
488
Old National Bancorp
Indiana
$553K – – –
GLA
489
Great Lakes Advisors
Illinois
$553K -$3.03M -72,439 -85%
AIC
490
Archer Investment Corporation
Indiana
$551K +$97.6K +2,400 +22%
CFG
491
Citizens Financial Group
Rhode Island
$550K +$550K +13,134 New
VCAM
492
Van Cleef Asset Management
Ohio
$548K +$31.3K +748 +6%
HI
493
Horizon Investments
North Carolina
$547K +$84.8K +2,042 +18%
CIBC World Market
494
CIBC World Market
Ontario, Canada
$546K -$2.54M -60,591 -82%
SPA
495
Sherbrooke Park Advisers
New York
$540K +$540K +12,900 New
IWM
496
IHT Wealth Management
Illinois
$538K +$111K +2,658 +26%
AWA
497
AmeriServ Wealth Advisors
Pennsylvania
$535K -$135K -3,230 -20%
SWM
498
SeaCrest Wealth Management
New York
$533K -$43.9K -1,047 -8%
YIH
499
Y-Intercept (HK)
Hong Kong
$528K +$528K +12,593 New
JCM
500
Jacobi Capital Management
Pennsylvania
$526K +$2.05K +49 +0.4%
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