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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 %
HIC
526
Hartline Investment Corp
Illinois
$432K -$268K -6,580 -38%
CPIG
527
Chicago Partners Investment Group
Illinois
$432K -$12.9K -311 -3%
BBPWM
528
Blue Bell Private Wealth Management
Pennsylvania
$431K – – –
ESCM
529
Echo Street Capital Management
New York
$428K +$428K +10,515 New
CW
530
CreativeOne Wealth
Kansas
$424K +$210K +5,158 +98%
WCA
531
Westover Capital Advisors
Delaware
$420K -$14.8K -364 -3%
BPA
532
Beacon Pointe Advisors
California
$420K -$56.7K -1,393 -12%
HBT
533
Heartland Bank & Trust
Illinois
$416K -$36.6K -899 -8%
NSEDCP
534
NJ State Employees Deferred Compensation Plan
New Jersey
$416K – – –
AFP
535
Ausdal Financial Partners
Iowa
$413K -$47.3K -1,162 -10%
AAS
536
Ameritas Advisory Services
Nebraska
$410K -$256K -6,248 -38%
FFM
537
Forum Financial Management
Illinois
$406K +$72.2K +1,771 +22%
CAM
538
Centre Asset Management
New York
$405K – – –
KIG
539
Kennedy Investment Group
New Jersey
$402K +$2.73K +67 +0.7%
HWM
540
HB Wealth Management
Georgia
$399K -$33.7K -828 -8%
PFP
541
Paragon Financial Partners
California
$399K – – –
BG
542
Bollard Group
Massachusetts
$399K +$3.14K +77 +0.8%
IA
543
IFP Advisors
Florida
$399K -$4.4K -108 -1%
V
544
VeraBank
Texas
$392K – – –
SC
545
Scotia Capital
Ontario, Canada
$390K +$407 +10 +0.1%
UB
546
UMB Bank
Missouri
$390K -$3.3K -81 -0.8%
WA
547
WBH Advisory
Maryland
$389K -$20.4K -500 -5%
FNBTCON
548
First National Bank & Trust Co of Newtown
Pennsylvania
$386K – – –
FPAS
549
Focus Partners Advisor Solutions
Missouri
$384K +$18.4K +451 +5%
SAG
550
SageView Advisory Group
California
$382K +$12.6K +310 +3%
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