EXC icon

Exelon
EXC

Overview Fund Activity

990 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-8
Holders Change %
-0.8%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
86
Increased
402
Reduced
313
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$432M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$297M
3
Deutsche Bank
Deutsche Bank
Germany
+$219M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$215M
5
BlackRock
BlackRock
New York
+$149M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$677M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$238M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$236M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$217M
5
Capital International Investors
Capital International Investors
California
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCG
551
Vantage Consulting Group
Virginia
$398K +$7.67K +183 +2%
SA
552
Syntax Advisors
New York
$398K +$7.67K +183 +2%
FNBTCON
553
First National Bank & Trust Co of Newtown
Pennsylvania
$397K – – –
CT
554
Coastline Trust
Rhode Island
$395K – – –
ACM
555
Anfield Capital Management
California
$395K – – –
AFG
556
Allegheny Financial Group
Pennsylvania
$395K -$45K -1,074 -10%
RCM
557
RNC Capital Management
California
$393K +$45K +1,073 +13%
MA
558
Mutual Advisors
Nebraska
$392K +$35.1K +837 +10%
AMIM
559
Aull & Monroe Investment Management
Alabama
$390K -$16.3K -390 -4%
PWM
560
Perigon Wealth Management
California
$390K -$112K -2,665 -22%
CFP
561
Catalyst Financial Partners
Massachusetts
$389K +$14.3K +341 +4%
KeyBank National Association
562
KeyBank National Association
Ohio
$389K +$8.13K +194 +2%
RP
563
Riverwater Partners
Wisconsin
$388K -$23.3K -557 -6%
DC
564
Davenport & Co
Virginia
$384K -$49.2K -1,174 -11%
WMA
565
Wealth Management Associates
New Jersey
$384K -$35.8K -855 -9%
RBC
566
Romano Brothers & Co
Illinois
$384K -$32K -765 -8%
SIG
567
Stonegate Investment Group
Alabama
$383K -$12.2K -291 -3%
CWS
568
Confluence Wealth Services
Pennsylvania
$382K +$3.85K +92 +1%
CG
569
Cutler Group
California
$382K +$322K +7,691 +536%
SAG
570
SageView Advisory Group
California
$380K +$12.5K +299 +3%
FPAS
571
Focus Partners Advisor Solutions
Missouri
$376K -$10.2K -244 -3%
FMTCOCP
572
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$375K +$1.89K +45 +0.5%
NB
573
Northwest Bancshares
Pennsylvania
$373K -$7.12K -170 -2%
CGL
574
Clarius Group LLC
Washington
$373K +$17.1K +409 +5%
FB
575
Fulton Bank
Pennsylvania
$372K -$41.9K -1,000 -10%
21 22
23
24 25