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 %
MPI
576
Mairs & Power Inc
Minnesota
$372K +$5.82K +139 +2%
FT
577
Fiduciary Trust
Massachusetts
$368K -$42 -1 -0%
ALAM
578
Asahi Life Asset Management
Japan
$365K +$365K +8,720 New
RWA
579
River Wealth Advisors
Pennsylvania
$363K +$22.4K +535 +7%
Kovitz Investment Group Partners
580
Kovitz Investment Group Partners
Illinois
$362K +$89K +2,127 +33%
CWA
581
Centennial Wealth Advisory
Michigan
$361K +$10.5K +251 +3%
CS
582
Comerica Securities
Michigan
$359K -$8.96K -214 -2%
MIP
583
Marietta Investment Partners
Wisconsin
$356K – – –
BAM
584
Belpointe Asset Management
Nevada
$354K +$2.51K +60 +0.7%
AOWM
585
Alpha Omega Wealth Management
Virginia
$354K -$1.05K -25 -0.3%
RIA
586
Realta Investment Advisors
Delaware
$354K -$40K -955 -10%
AWM
587
Axxcess Wealth Management
California
$351K +$419 +10 +0.1%
IA
588
IFP Advisors
Florida
$351K -$976K -27,500 -74%
DCM
589
DGS Capital Management
New Jersey
$351K -$8.04K -192 -2%
HI
590
Hendershot Investments
Virginia
$351K -$68.2K -1,628 -16%
RWP
591
RWA Wealth Partners
Massachusetts
$350K +$45.7K +1,092 +15%
VWA
592
V Wealth Advisors
Kansas
$348K -$293 -7 -0.1%
CAM
593
Connacht Asset Management
New York
$346K +$346K +8,267 New
JWCA
594
J.W. Cole Advisors
Florida
$346K -$12.4K -296 -3%
EFS
595
Essex Financial Services
Connecticut
$345K +$1.89K +45 +0.5%
CK
596
Cohen Klingenstein
New York
$343K – – –
FFM
597
Forum Financial Management
Illinois
$343K -$7.37K -176 -2%
PTC
598
Private Trust Company
Ohio
$343K – – –
TCMP
599
Thrive Capital Management (Pennsylvania)
Pennsylvania
$342K +$13.5K +325 +4%
QIM
600
Quantitative Investment Management
Virginia
$341K +$341K +8,153 New
22 23
24
25 26