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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 %
PTC
576
Private Trust Company
Ohio
$345K +$12.2K +299 +4%
DC
577
Davenport & Co
Virginia
$345K -$28.5K -699 -8%
CWA
578
Centennial Wealth Advisory
Michigan
$344K -$6.48K -159 -2%
AOWM
579
Alpha Omega Wealth Management
Virginia
$344K – – –
JWCA
580
J.W. Cole Advisors
Florida
$343K +$6.64K +163 +2%
AWM
581
Axxcess Wealth Management
California
$342K +$367 +9 +0.1%
TCMP
582
Thrive Capital Management (Pennsylvania)
Pennsylvania
$341K +$5.17K +127 +2%
HI
583
Hendershot Investments
Virginia
$341K – – –
VWA
584
V Wealth Advisors
Kansas
$339K +$81 +2 +0%
CK
585
Cohen Klingenstein
New York
$334K – – –
SWA
586
Stratos Wealth Advisors
Ohio
$333K +$2.65K +65 +0.8%
HF
587
HRT Financial
New York
$332K +$332K +8,159 New
NB
588
Northwest Bancshares
Pennsylvania
$330K -$32.6K -800 -9%
FC
589
Financial Consulate
Maryland
$330K +$285 +7 +0.1%
CGL
590
Clarius Group LLC
Washington
$329K -$33.5K -822 -9%
TIA
591
Tiemann Investment Advisors
California
$329K – – –
B
592
Bailard
California
$328K +$4.24K +104 +1%
DWT
593
Dorsey & Whitney Trust
South Dakota
$326K -$337K -8,266 -51%
EWA
594
EP Wealth Advisors
California
$325K -$744K -18,434 -70%
PSP
595
Principal Street Partners
Tennessee
$324K +$14.7K +362 +5%
DCM
596
DGS Capital Management
New Jersey
$323K -$18.2K -446 -5%
RWG
597
Regal Wealth Group
California
$322K +$164 +4 +0.1%
WW
598
Westshore Wealth
California
$320K -$91.4K -2,243 -22%
FTWA
599
Fifth Third Wealth Advisors
Ohio
$320K +$320K +7,847 New
IA
600
Insight Advisors
Pennsylvania
$319K – – –
22 23
24
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