EXC icon

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 %
ACM
551
Anfield Capital Management
California
$408K -$40.2K -929 -9%
RIA
552
Realta Investment Advisors
Delaware
$406K -$86 -2 -0%
VCG
553
Vantage Consulting Group
Virginia
$403K +$17K +393 +4%
SA
554
Syntax Advisors
New York
$403K +$17K +393 +4%
FPAS
555
Focus Partners Advisor Solutions
Missouri
$398K +$18.3K +424 +5%
KeyBank National Association
556
KeyBank National Association
Ohio
$393K +$10.4K +240 +3%
WT
557
Whittier Trust
California
$393K +$32.2K +744 +9%
NB
558
Northwest Bancshares
Pennsylvania
$392K -$56.2K -1,300 -13%
AAS
559
Ameritas Advisory Services
Nebraska
$392K +$44.1K +1,020 +13%
TCWM
560
Total Clarity Wealth Management
Illinois
$391K +$173 +4 +0%
CWS
561
Confluence Wealth Services
Pennsylvania
$391K +$432 +10 +0.1%
CFP
562
Catalyst Financial Partners
Massachusetts
$387K +$387K +8,946 New
FMTCOCP
563
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$385K – – –
VT
564
Vise Technologies
New York
$381K -$244K -5,635 -39%
CS
565
Comerica Securities
Michigan
$380K +$380K +8,791 New
FT
566
Fiduciary Trust
Massachusetts
$380K -$36.4K -842 -9%
SAG
567
SageView Advisory Group
California
$379K +$379K +8,769 New
MPI
568
Mairs & Power Inc
Minnesota
$378K – – –
SEC
569
Seven Eight Capital
New York
$377K -$306K -7,086 -45%
GBT
570
Grove Bank & Trust
Florida
$371K -$55K -1,274 -13%
DCM
571
DGS Capital Management
New Jersey
$371K -$148K -3,415 -28%
JWCA
572
J.W. Cole Advisors
Florida
$370K -$2.08K -48 -0.6%
MA
573
Mutual Advisors
Nebraska
$368K +$15.3K +355 +4%
HWM
574
HB Wealth Management
Georgia
$368K +$69.3K +1,602 +23%
GLA
575
Good Life Advisors
Pennsylvania
$368K -$44.4K -1,026 -11%
21 22
23
24 25