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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
526
Centre Asset Management
New York
$442K -$14.5K -335 -3%
NSEDCP
527
NJ State Employees Deferred Compensation Plan
New Jersey
$441K – – –
IWM
528
IHT Wealth Management
Illinois
$440K -$47.7K -1,103 -10%
CFG
529
Cooper Financial Group
California
$437K +$52.9K +1,223 +14%
CCM
530
Coldstream Capital Management
Washington
$434K +$434K +10,029 New
WMA
531
Wealth Management Associates
New Jersey
$433K -$170K -3,935 -28%
CBB
532
Citizens Business Bank
California
$432K – – –
HI
533
Hendershot Investments
Virginia
$432K – – –
RAG
534
RIA Advisory Group
Iowa
$432K +$432K +10,441 New
HIA
535
Harbor Investment Advisory
Maryland
$430K +$41.1K +951 +11%
RBC
536
Romano Brothers & Co
Illinois
$429K +$67.2K +1,554 +19%
FB
537
Fulton Bank
Pennsylvania
$427K +$12.7K +294 +3%
CPIG
538
Chicago Partners Investment Group
Illinois
$426K +$76.9K +1,883 +22%
RP
539
Riverwater Partners
Wisconsin
$425K -$5.1K -118 -1%
KIG
540
Kennedy Investment Group
New Jersey
$423K +$423K +9,784 New
PFP
541
Paragon Financial Partners
California
$422K – – –
AMIM
542
Aull & Monroe Investment Management
Alabama
$420K – – –
HTC
543
Haverford Trust Company
Pennsylvania
$418K +$17.3K +400 +4%
BG
544
Bollard Group
Massachusetts
$417K +$2.94K +68 +0.7%
V
545
VeraBank
Texas
$416K – – –
OPS
546
Orion Portfolio Solutions
Nebraska
$416K +$39.8K +921 +11%
PFSC
547
Peoples Financial Services Corp
Pennsylvania
$414K -$26.9K -623 -6%
FNBTCON
548
First National Bank & Trust Co of Newtown
Pennsylvania
$410K – – –
SIG
549
Stonegate Investment Group
Alabama
$408K +$7.31K +169 +2%
CT
550
Coastline Trust
Rhode Island
$408K -$140K -3,240 -26%
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