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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 %
CA
526
Cornerstone Advisory
Maryland
$467K +$2.35K +56 +0.5%
HBT
527
Heartland Bank & Trust
Illinois
$466K +$28.5K +681 +7%
CPIG
528
Chicago Partners Investment Group
Illinois
$465K +$12.4K +285 +3%
CAM
529
Costello Asset Management
Pennsylvania
$463K +$168 +4 +0%
ACIM
530
Azimuth Capital Investment Management
Michigan
$459K +$4.19K +100 +0.9%
NIM
531
Nexus Investment Management
Ontario, Canada
$452K – – –
EFM
532
E Fund Management
China
$448K -$28.5K -682 -6%
WCA
533
Westover Capital Advisors
Delaware
$447K -$251 -6 -0.1%
HWM
534
HB Wealth Management
Georgia
$445K +$89K +2,124 +25%
BBPWM
535
Blue Bell Private Wealth Management
Pennsylvania
$444K – – –
CCM
536
Coldstream Capital Management
Washington
$443K +$23.2K +553 +6%
NSEDCP
537
NJ State Employees Deferred Compensation Plan
New Jersey
$427K – – –
SL
538
Sentinus LLC
Illinois
$427K +$427K +10,191 New
WW
539
Westshore Wealth
California
$423K +$132K +3,144 +45%
WMS
540
Wealth Management Solutions
Pennsylvania
$423K -$277K -6,618 -40%
WA
541
WBH Advisory
Maryland
$421K +$421K +10,046 New
CBB
542
Citizens Business Bank
California
$419K – – –
CAM
543
Centre Asset Management
New York
$416K -$12.2K -291 -3%
KIG
544
Kennedy Investment Group
New Jersey
$411K +$922 +22 +0.2%
PFP
545
Paragon Financial Partners
California
$410K +$1.09K +26 +0.3%
BG
546
Bollard Group
Massachusetts
$407K +$3.14K +75 +0.8%
HTC
547
Haverford Trust Company
Pennsylvania
$407K +$2.05K +49 +0.5%
UB
548
UMB Bank
Missouri
$404K -$64.6K -1,543 -14%
V
549
VeraBank
Texas
$403K – – –
SC
550
Scotia Capital
Ontario, Canada
$401K -$102K -2,434 -20%
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