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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $30.1B invested in Exelon in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 386 increasing their positions, 327 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-31
Holders Change %
-3.06%
% of All Funds
16.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
90
Increased
386
Reduced
327
Closed
106
Calls
$191M
Puts
$127M
Net Calls
+$63.4M
Net Calls Change
-$102M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$371M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$260M
3
Citadel Advisors
Citadel Advisors
Florida
+$122M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$68.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$743M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$225M
3
GQG Partners
GQG Partners
Florida
-$194M
4
Invesco
Invesco
Georgia
-$132M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
576
Paragon Financial Partners
California
$366K – – –
AMIM
577
Aull & Monroe Investment Management
Alabama
$364K -$3.75K -100 -1%
RWP
578
RWA Wealth Partners
Massachusetts
$364K +$6.56K +175 +2%
ETC
579
Exchange Traded Concepts
Oklahoma
$361K +$29.1K +778 +9%
FT
580
Fiduciary Trust
Massachusetts
$360K -$18.7K -500 -5%
V
581
VeraBank
Texas
$360K – – –
BG
582
Bollard Group
Massachusetts
$359K +$2.36K +63 +0.7%
FB
583
Fulton Bank
Pennsylvania
$359K +$18.2K +487 +5%
FMAEN1
584
Fund Management at Engine No 1
California
$357K -$13.6K -362 -4%
GLA
585
Good Life Advisors
Pennsylvania
$357K -$9.21K -246 -3%
FNBTCON
586
First National Bank & Trust Co of Newtown
Pennsylvania
$355K – – –
HI
587
Horizon Investments
North Carolina
$352K -$357K -9,609 -50%
RIA
588
Realta Investment Advisors
Delaware
$352K -$262 -7 -0.1%
HTC
589
Haverford Trust Company
Pennsylvania
$347K -$165K -4,409 -32%
SIG
590
Stonegate Investment Group
Alabama
$347K +$10.9K +292 +3%
WB
591
WesBanco Bank
West Virginia
$345K -$120K -3,199 -26%
HIIFS
592
Harel Insurance Investments & Financial Services
Israel
$344K +$18.3K +485 +6%
RWM
593
Ritholtz Wealth Management
New York
$340K +$147K +3,938 +77%
TCWM
594
Total Clarity Wealth Management
Illinois
$339K +$85.9K +2,291 +34%
MFS
595
Mirabella Financial Services
United Kingdom
$339K +$339K +8,977 New
CWS
596
Confluence Wealth Services
Pennsylvania
$338K -$51K -1,361 -13%
HIA
597
Harbor Investment Advisory
Maryland
$337K +$1.65K +44 +0.5%
Fisher Asset Management
598
Fisher Asset Management
Washington
$336K -$14.2K -379 -4%
VCG
599
Vantage Consulting Group
Virginia
$334K +$22.5K +600 +7%
SA
600
Syntax Advisors
New York
$334K +$22.5K +600 +7%
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