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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIP
576
Marietta Investment Partners
Wisconsin
$367K – – –
CGL
577
Clarius Group LLC
Washington
$367K +$20.7K +480 +6%
AOWM
578
Alpha Omega Wealth Management
Virginia
$366K – – –
PSP
579
Principal Street Partners
Tennessee
$366K -$562K -12,992 -61%
BAM
580
Belpointe Asset Management
Nevada
$363K +$51K +1,180 +16%
AWM
581
Axxcess Wealth Management
California
$362K +$346 +8 +0.1%
CWA
582
Centennial Wealth Advisory
Michigan
$362K +$51.2K +1,185 +17%
FFM
583
Forum Financial Management
Illinois
$361K +$51.7K +1,196 +17%
VWA
584
V Wealth Advisors
Kansas
$360K +$34.1K +788 +10%
RCM
585
RNC Capital Management
California
$359K – – –
TWC
586
TD Waterhouse Canada
Ontario, Canada
$357K -$143K -3,311 -29%
KC
587
Kepos Capital
New York
$357K -$68.1K -1,575 -16%
CPO
588
Cerity Partners OCIO
New York
$357K +$48.5K +1,123 +16%
CK
589
Cohen Klingenstein
New York
$354K – – –
PTC
590
Private Trust Company
Ohio
$354K -$3.98K -92 -1%
EFS
591
Essex Financial Services
Connecticut
$354K -$43 -1 -0%
RWA
592
River Wealth Advisors
Pennsylvania
$352K -$8.56K -198 -2%
B
593
Bailard
California
$347K – – –
IMCOOI
594
Investment Management Corp of Ontario (IMCO)
Canada
$347K +$347K +8,018 New
TIA
595
Tiemann Investment Advisors
California
$346K – – –
TCMP
596
Thrive Capital Management (Pennsylvania)
Pennsylvania
$343K +$78.6K +1,818 +30%
RWG
597
Regal Wealth Group
California
$339K +$130 +3 +0%
IA
598
Insight Advisors
Pennsylvania
$338K – – –
SWA
599
Stratos Wealth Advisors
Ohio
$337K +$15K +347 +5%
SAM
600
Sompo Asset Management
Japan
$336K – – –
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