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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
HTC
551
Haverford Trust Company
Pennsylvania
$407K +$2.04K +49 +0.5%
UB
552
UMB Bank
Missouri
$404K -$64.3K -1,543 -14%
V
553
VeraBank
Texas
$403K
SC
554
Scotia Capital
Ontario, Canada
$401K -$101K -2,434 -20%
SA
555
Syntax Advisors
New York
$398K +$7.63K +183 +2%
VCG
556
Vantage Consulting Group
Virginia
$398K +$7.63K +183 +2%
FNBTCON
557
First National Bank & Trust Co of Newtown
Pennsylvania
$397K
CT
558
Coastline Trust
Rhode Island
$395K
ACM
559
Anfield Capital Management
California
$395K
AFG
560
Allegheny Financial Group
Pennsylvania
$395K -$44.8K -1,074 -10%
RCM
561
RNC Capital Management
California
$393K +$44.7K +1,073 +13%
MA
562
Mutual Advisors
Nebraska
$392K +$34.9K +837 +10%
AMIM
563
Aull & Monroe Investment Management
Alabama
$390K -$16.3K -390 -4%
PWM
564
Perigon Wealth Management
California
$390K -$111K -2,665 -22%
CFP
565
Catalyst Financial Partners
Massachusetts
$389K +$14.2K +341 +4%
KeyBank National Association
566
KeyBank National Association
Ohio
$389K +$8.09K +194 +2%
RP
567
Riverwater Partners
Wisconsin
$388K -$23.2K -557 -6%
DC
568
Davenport & Co
Virginia
$384K -$48.9K -1,174 -11%
WMA
569
Wealth Management Associates
New Jersey
$384K -$35.6K -855 -9%
RBC
570
Romano Brothers & Co
Illinois
$384K -$31.9K -765 -8%
SIG
571
Stonegate Investment Group
Alabama
$383K -$12.1K -291 -3%
CWS
572
Confluence Wealth Services
Pennsylvania
$382K +$3.83K +92 +1%
CG
573
Cutler Group
California
$382K +$321K +7,691 +536%
SAG
574
SageView Advisory Group
California
$380K +$12.5K +299 +3%
FPAS
575
Focus Partners Advisor Solutions
Missouri
$376K -$10.2K -244 -3%

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.