1,008 hedge funds and large institutions have $29.6B invested in Exelon in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 333 increasing their positions, 381 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+20
Holders Change %
+2.02%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
333
Reduced
381
Closed
104
Calls
$279M
Puts
$94.9M
Net Calls
+$184M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$575K -$191K -5,320 -25%
WAM
477
Weiss Asset Management
Massachusetts
$566K -$2M -55,745 -78%
IAA
478
Independent Advisor Alliance
North Carolina
$565K -$47.6K -1,327 -8%
TG
479
TCW Group
California
$564K +$564K +15,725 New
VI
480
Versor Investments
New York
$564K +$564K +15,700 New
AAS
481
Avantax Advisory Services
Texas
$555K -$145K -4,034 -21%
CC
482
Centiva Capital
New York
$548K +$548K +15,264 New
SCI
483
Stableford Capital II
Arizona
$547K +$39.1K +1,079 +8%
PA
484
Pinnacle Associates
New York
$543K -$50.2K -1,397 -8%
SFI
485
Siemens Fonds Invest
Germany
$536K +$37.8K +1,054 +8%
AWS
486
Atria Wealth Solutions
New York
$533K +$1.33K +37 +0.2%
CAM
487
Campion Asset Management
Virginia
$530K -$8.44K -235 -2%
PT
488
Plimoth Trust
Massachusetts
$527K -$13.3K -370 -2%
WWA
489
WCG Wealth Advisors
Nevada
$520K +$46.7K +1,301 +10%
SWP
490
Stratos Wealth Partners
Ohio
$520K +$7.11K +198 +1%
FWCM
491
Ferguson Wellman Capital Management
Oregon
$518K -$754 -21 -0.1%
GVAG
492
Great Valley Advisor Group
Delaware
$515K -$5.78K -161 -1%
CA
493
Commerzbank Aktiengesellschaft
Germany
$515K +$153K +4,253 +42%
GA
494
Geller Advisors
New York
$515K +$279K +7,763 +118%
ILI
495
Invesco LLC (Illinois)
Illinois
$515K
TPCW
496
TD Private Client Wealth
New York
$515K +$82K +2,284 +19%
ISL
497
Ingalls & Snyder LLC
New York
$511K -$71.2K -1,986 -12%
KPWS
498
Kestra Private Wealth Services
Texas
$510K +$79.1K +2,202 +18%
SG
499
Sourcerock Group
Colorado
$510K +$510K +14,200 New
IWM
500
IHT Wealth Management
Illinois
$507K +$34.3K +955 +7%