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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$404M
2
BC
Brookfield Corp
Ontario, Canada
+$152M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
4
Macquarie Group
Macquarie Group
Australia
+$108M
5
Norges Bank
Norges Bank
Norway
+$97M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$676M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$159M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$147M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
5
Prudential Financial
Prudential Financial
New Jersey
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
501
Jacobi Capital Management
Pennsylvania
$514K +$2.04K +50 +0.4%
GLA
502
Great Lakes Advisors
Illinois
$512K -$25.3K -621 -5%
VCAM
503
Van Cleef Asset Management
Ohio
$511K -$22.2K -546 -4%
SP
504
Symmetry Partners
Connecticut
$507K – – –
AWA
505
AmeriServ Wealth Advisors
Pennsylvania
$504K -$16.5K -406 -3%
TFGT
506
TS Financial Group (TSFG)
Illinois
$502K +$44.5K +1,092 +10%
IWM
507
IHT Wealth Management
Illinois
$500K -$23K -565 -4%
SACTSONJ
508
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$489K – – –
CI
509
Cigna Investments
Connecticut
$487K – – –
LF
510
Lantz Financial
Illinois
$481K +$448 +11 +0.1%
SWP
511
Stratos Wealth Partners
Ohio
$473K +$13.8K +339 +3%
WB
512
WesBanco Bank
West Virginia
$468K -$4.77K -117 -1%
TPCW
513
TD Private Client Wealth
New York
$465K +$10.1K +247 +2%
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$465K -$9.13K -224 -2%
CBTWT
515
Community Bank & Trust (Waco, Texas)
Texas
$463K – – –
MG
516
Mather Group
Illinois
$460K -$256K -6,279 -36%
HTC
517
Haverford Trust Company
Pennsylvania
$460K +$64K +1,571 +16%
PTP
518
Platform Technology Partners
New York
$460K -$205K -4,915 -31%
CA
519
Cornerstone Advisory
Maryland
$457K +$2.4K +59 +0.5%
CAM
520
Costello Asset Management
Pennsylvania
$451K +$122 +3 +0%
SM
521
Sciencast Management
New Jersey
$450K +$450K +10,946 New
ACIM
522
Azimuth Capital Investment Management
Michigan
$446K – – –
CCM
523
Coldstream Capital Management
Washington
$444K +$13.2K +325 +3%
NIM
524
Nexus Investment Management
Ontario, Canada
$440K – – –
AC
525
AXQ Capital
New Jersey
$436K +$436K +10,710 New
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