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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
SWP
526
Stratos Wealth Partners
Ohio
$473K +$10.3K +248 +2%
SW
527
SVB Wealth
Massachusetts
$472K -$46.8K -1,122 -9%
TFGT
528
TS Financial Group (TSFG)
Illinois
$471K +$459 +11 +0.1%
TPCW
529
TD Private Client Wealth
New York
$468K +$7.04K +169 +2%
CA
530
Cornerstone Advisory
Maryland
$467K +$2.33K +56 +0.5%
HBT
531
Heartland Bank & Trust
Illinois
$466K +$28.4K +681 +7%
CPIG
532
Chicago Partners Investment Group
Illinois
$465K +$11.9K +285 +3%
CAM
533
Costello Asset Management
Pennsylvania
$463K +$167 +4 +0%
ACIM
534
Azimuth Capital Investment Management
Michigan
$459K +$4.17K +100 +0.9%
NIM
535
Nexus Investment Management
Ontario, Canada
$452K
EFM
536
E Fund Management
China
$448K -$28.4K -682 -6%
WCA
537
Westover Capital Advisors
Delaware
$447K -$250 -6 -0.1%
HWM
538
HB Wealth Management
Georgia
$445K +$88.5K +2,124 +25%
BBPWM
539
Blue Bell Private Wealth Management
Pennsylvania
$444K
CCM
540
Coldstream Capital Management
Washington
$443K +$23.1K +553 +6%
NSEDCP
541
NJ State Employees Deferred Compensation Plan
New Jersey
$427K
SL
542
Sentinus LLC
Illinois
$427K +$425K +10,191 New
WW
543
Westshore Wealth
California
$423K +$131K +3,144 +45%
WMS
544
Wealth Management Solutions
Pennsylvania
$423K -$276K -6,618 -40%
WA
545
WBH Advisory
Maryland
$421K +$419K +10,046 New
CBB
546
Citizens Business Bank
California
$419K
CAM
547
Centre Asset Management
New York
$416K -$12.1K -291 -3%
KIG
548
Kennedy Investment Group
New Jersey
$411K +$917 +22 +0.2%
PFP
549
Paragon Financial Partners
California
$410K +$1.08K +26 +0.3%
BG
550
Bollard Group
Massachusetts
$407K +$3.13K +75 +0.8%

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.