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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 %
SP
501
Symmetry Partners
Connecticut
$522K – – –
FDCDDQ
502
Federation des caisses Desjardins du Quebec
Quebec, Canada
$520K -$886K -21,151 -63%
EP
503
Eudaimonia Partners
Tennessee
$519K -$1.33M -31,799 -72%
IWC
504
Integrated Wealth Concepts
Massachusetts
$518K +$84K +2,005 +19%
CCA
505
Checchi Capital Advisers
California
$517K -$12.8K -306 -2%
BL
506
Balentine LLC
Georgia
$511K -$244K -5,833 -32%
CFG
507
Cooper Financial Group
California
$509K +$85.1K +2,032 +20%
FMAEN1
508
Fund Management at Engine No 1
California
$505K +$46.9K +1,119 +10%
SACTSONJ
509
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$503K – – –
CI
510
Cigna Investments
Connecticut
$501K -$10.2K -243 -2%
LF
511
Lantz Financial
Illinois
$495K -$9.97K -238 -2%
HIA
512
Harbor Investment Advisory
Maryland
$491K +$75.2K +1,794 +18%
BPA
513
Beacon Pointe Advisors
California
$490K +$42.5K +1,014 +9%
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$488K -$15.2K -363 -3%
WB
515
WesBanco Bank
West Virginia
$486K -$25.1K -600 -5%
SM
516
STF Management
Texas
$482K +$205K +4,883 +74%
BPC
517
Banque Pictet & Cie
Switzerland
$480K -$344K -8,214 -42%
GCM
518
Graham Capital Management
Connecticut
$479K +$479K +11,437 New
CBTWT
519
Community Bank & Trust (Waco, Texas)
Texas
$476K – – –
ASN
520
Advisory Services Network
Georgia
$474K -$41.3K -986 -8%
AFP
521
Ausdal Financial Partners
Iowa
$473K -$77.7K -1,856 -14%
SWP
522
Stratos Wealth Partners
Ohio
$473K +$10.4K +248 +2%
SW
523
SVB Wealth
Massachusetts
$472K -$47K -1,122 -9%
TFGT
524
TS Financial Group (TSFG)
Illinois
$471K +$461 +11 +0.1%
TPCW
525
TD Private Client Wealth
New York
$468K +$7.08K +169 +2%
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