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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
FMTCOCP
576
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$375K +$1.88K +45 +0.5%
NB
577
Northwest Bancshares
Pennsylvania
$373K -$7.09K -170 -2%
CGL
578
Clarius Group LLC
Washington
$373K +$17K +409 +5%
FB
579
Fulton Bank
Pennsylvania
$372K -$41.7K -1,000 -10%
MPI
580
Mairs & Power Inc
Minnesota
$372K +$5.79K +139 +2%
FT
581
Fiduciary Trust
Massachusetts
$368K -$42 -1 -0%
ALAM
582
Asahi Life Asset Management
Japan
$365K +$363K +8,720 New
RWA
583
River Wealth Advisors
Pennsylvania
$363K +$22.3K +535 +7%
Kovitz Investment Group Partners
584
Kovitz Investment Group Partners
Illinois
$362K +$88.7K +2,127 +33%
CWA
585
Centennial Wealth Advisory
Michigan
$361K +$10.5K +251 +3%
CS
586
Comerica Securities
Michigan
$359K -$8.92K -214 -2%
MIP
587
Marietta Investment Partners
Wisconsin
$356K
BAM
588
Belpointe Asset Management
Nevada
$354K +$2.5K +60 +0.7%
AOWM
589
Alpha Omega Wealth Management
Virginia
$354K -$1.04K -25 -0.3%
RIA
590
Realta Investment Advisors
Delaware
$354K -$39.8K -955 -10%
AWM
591
Axxcess Wealth Management
California
$351K +$417 +10 +0.1%
IA
592
IFP Advisors
Florida
$351K -$1.15M -27,500 -74%
DCM
593
DGS Capital Management
New Jersey
$351K -$8K -192 -2%
HI
594
Hendershot Investments
Virginia
$351K -$67.9K -1,628 -16%
RWP
595
RWA Wealth Partners
Massachusetts
$350K +$45.5K +1,092 +15%
VWA
596
V Wealth Advisors
Kansas
$348K -$292 -7 -0.1%
CAM
597
Connacht Asset Management
New York
$346K +$345K +8,267 New
JWCA
598
J.W. Cole Advisors
Florida
$346K -$12.3K -296 -3%
EFS
599
Essex Financial Services
Connecticut
$345K +$1.88K +45 +0.5%
CK
600
Cohen Klingenstein
New York
$343K

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.