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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
551
Peoples Financial Services Corp
Pennsylvania
$414K -$24.6K -623 -6%
FNBTCON
552
First National Bank & Trust Co of Newtown
Pennsylvania
$410K
SIG
553
Stonegate Investment Group
Alabama
$408K +$6.68K +169 +2%
CT
554
Coastline Trust
Rhode Island
$408K -$128K -3,240 -26%
ACM
555
Anfield Capital Management
California
$408K -$36.7K -929 -9%
RIA
556
Realta Investment Advisors
Delaware
$406K -$79 -2 -0%
SA
557
Syntax Advisors
New York
$403K +$15.5K +393 +4%
VCG
558
Vantage Consulting Group
Virginia
$403K +$15.5K +393 +4%
FPAS
559
Focus Partners Advisor Solutions
Missouri
$398K +$16.8K +424 +5%
KeyBank National Association
560
KeyBank National Association
Ohio
$393K +$9.48K +240 +3%
WT
561
Whittier Trust
California
$393K +$29.4K +744 +9%
NB
562
Northwest Bancshares
Pennsylvania
$392K -$51.4K -1,300 -13%
AAS
563
Ameritas Advisory Services
Nebraska
$392K +$40.3K +1,020 +13%
TCWM
564
Total Clarity Wealth Management
Illinois
$391K +$158 +4 +0%
CWS
565
Confluence Wealth Services
Pennsylvania
$391K +$395 +10 +0.1%
CFP
566
Catalyst Financial Partners
Massachusetts
$387K +$353K +8,946 New
FMTCOCP
567
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$385K
VT
568
Vise Technologies
New York
$381K -$223K -5,635 -39%
CS
569
Comerica Securities
Michigan
$380K +$347K +8,791 New
FT
570
Fiduciary Trust
Massachusetts
$380K -$33.3K -842 -9%
SAG
571
SageView Advisory Group
California
$379K +$346K +8,769 New
MPI
572
Mairs & Power Inc
Minnesota
$378K
SEC
573
Seven Eight Capital
New York
$377K -$280K -7,086 -45%
GBT
574
Grove Bank & Trust
Florida
$371K -$50.3K -1,274 -13%
DCM
575
DGS Capital Management
New Jersey
$371K -$135K -3,415 -28%

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.