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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 %
RCM
551
RNC Capital Management
California
$382K -$326 -8 -0.1%
CFS
552
CRA Financial Services
New Jersey
$381K +$98.1K +2,409 +35%
SW
553
SVB Wealth
Massachusetts
$380K -$79.6K -1,954 -17%
AMIM
554
Aull & Monroe Investment Management
Alabama
$379K – – –
EFM
555
E Fund Management
China
$379K -$57.1K -1,401 -13%
RP
556
Riverwater Partners
Wisconsin
$378K +$326 +8 +0.1%
KPWS
557
Kestra Private Wealth Services
Texas
$377K +$137K +3,352 +57%
CFP
558
Catalyst Financial Partners
Massachusetts
$375K -$3.79K -93 -1%
CWS
559
Confluence Wealth Services
Pennsylvania
$373K +$1.3K +32 +0.4%
RBC
560
Romano Brothers & Co
Illinois
$373K – – –
SA
561
Syntax Advisors
New York
$373K -$14.5K -355 -4%
VCG
562
Vantage Consulting Group
Virginia
$373K -$14.5K -355 -4%
SIG
563
Stonegate Investment Group
Alabama
$371K -$1.26K -31 -0.3%
KeyBank National Association
564
KeyBank National Association
Ohio
$367K -$11.2K -274 -3%
PWM
565
Perigon Wealth Management
California
$366K -$12.6K -310 -3%
WMA
566
Wealth Management Associates
New Jersey
$366K -$7.9K -194 -2%
CG
567
Caprock Group
Idaho
$365K +$100K +2,455 +38%
FB
568
Fulton Bank
Pennsylvania
$361K -$1.02K -25 -0.3%
RIA
569
Realta Investment Advisors
Delaware
$355K +$11.2K +276 +3%
MA
570
Mutual Advisors
Nebraska
$352K -$29.3K -718 -8%
SOAMC
571
Spirit of America Management Corp
New York
$350K +$153K +3,750 +77%
AFG
572
Allegheny Financial Group
Pennsylvania
$349K -$35K -859 -9%
RWA
573
River Wealth Advisors
Pennsylvania
$349K -$4.28K -105 -1%
CS
574
Comerica Securities
Michigan
$347K -$2.85K -70 -0.8%
MIP
575
Marietta Investment Partners
Wisconsin
$346K – – –
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