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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
AWA
501
AmeriServ Wealth Advisors
Pennsylvania
$535K -$135K -3,230 -20%
SWM
502
SeaCrest Wealth Management
New York
$533K -$43.6K -1,047 -8%
YIH
503
Y-Intercept (HK)
Hong Kong
$528K +$525K +12,593 New
JCM
504
Jacobi Capital Management
Pennsylvania
$526K +$2.04K +49 +0.4%
SP
505
Symmetry Partners
Connecticut
$522K
FDCDDQ
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$520K -$882K -21,151 -63%
EP
507
Eudaimonia Partners
Tennessee
$519K -$1.33M -31,799 -72%
IWC
508
Integrated Wealth Concepts
Massachusetts
$518K +$83.6K +2,005 +19%
CCA
509
Checchi Capital Advisers
California
$517K -$12.8K -306 -2%
BL
510
Balentine LLC
Georgia
$511K -$243K -5,833 -32%
CFG
511
Cooper Financial Group
California
$509K +$84.7K +2,032 +20%
FMAEN1
512
Fund Management at Engine No 1
California
$505K +$46.6K +1,119 +10%
SACTSONJ
513
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$503K
CI
514
Cigna Investments
Connecticut
$501K -$10.1K -243 -2%
LF
515
Lantz Financial
Illinois
$495K -$9.92K -238 -2%
HIA
516
Harbor Investment Advisory
Maryland
$491K +$74.8K +1,794 +18%
BPA
517
Beacon Pointe Advisors
California
$490K +$42.3K +1,014 +9%
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$488K -$15.1K -363 -3%
WB
519
WesBanco Bank
West Virginia
$486K -$25K -600 -5%
SM
520
STF Management
Texas
$482K +$204K +4,883 +74%
BPC
521
Banque Pictet & Cie
Switzerland
$480K -$342K -8,214 -42%
GCM
522
Graham Capital Management
Connecticut
$479K +$477K +11,437 New
CBTWT
523
Community Bank & Trust (Waco, Texas)
Texas
$476K
ASN
524
Advisory Services Network
Georgia
$474K -$41.1K -986 -8%
AFP
525
Ausdal Financial Partners
Iowa
$473K -$77.4K -1,856 -14%

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.