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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
SACTSONJ
501
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$519K
PWM
502
Perigon Wealth Management
California
$517K +$473K +11,964 New
Jane Street
503
Jane Street
New York
$513K -$11.3M -287,192 -96%
CA
504
Commerzbank Aktiengesellschaft
Germany
$508K
MCC
505
Money Concepts Capital
Florida
$505K +$422K +10,684 +1,064%
BFG
506
Bleakley Financial Group
New Jersey
$494K +$452K +11,436 New
EFM
507
E Fund Management
China
$492K -$15.2K -385 -3%
CBTWT
508
Community Bank & Trust (Waco, Texas)
Texas
$491K -$26.2K -662 -6%
TFGT
509
TS Financial Group (TSFG)
Illinois
$485K +$395 +10 +0.1%
CA
510
CoreCap Advisors
Michigan
$484K +$13.1K +331 +3%
UB
511
UMB Bank
Missouri
$483K -$40 -1 -0%
AIC
512
Archer Investment Corporation
Indiana
$482K
HI
513
Horizon Investments
North Carolina
$481K +$65.3K +1,654 +17%
CA
514
Cornerstone Advisory
Maryland
$479K -$1.23K -31 -0.3%
CAM
515
Costello Asset Management
Pennsylvania
$478K +$119 +3 +0%
SWP
516
Stratos Wealth Partners
Ohio
$477K +$4.78K +121 +1%
TPCW
517
TD Private Client Wealth
New York
$476K +$325K +8,231 +296%
FMAEN1
518
Fund Management at Engine No 1
California
$473K +$55.4K +1,401 +15%
ACIM
519
Azimuth Capital Investment Management
Michigan
$469K +$37.5K +950 +10%
NIM
520
Nexus Investment Management
Ontario, Canada
$467K +$81K +2,050 +23%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$466K -$29K -734 -6%
BPA
522
Beacon Pointe Advisors
California
$462K -$23.9K -605 -5%
WCA
523
Westover Capital Advisors
Delaware
$462K -$1.58K -40 -0.4%
BBPWM
524
Blue Bell Private Wealth Management
Pennsylvania
$458K
AFG
525
Allegheny Financial Group
Pennsylvania
$454K -$21.2K -536 -5%

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.