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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RWG
601
Regal Wealth Group
California
$339K +$119 +3 +0%
IA
602
Insight Advisors
Pennsylvania
$338K
SWA
603
Stratos Wealth Advisors
Ohio
$337K +$13.7K +347 +5%
SAM
604
Sompo Asset Management
Japan
$336K
FBA
605
Front Barnett Associates
Illinois
$334K
HCM
606
Huber Capital Management
California
$330K
SHFA
607
SC&H Financial Advisors
Maryland
$330K +$316 +8 +0.1%
EH
608
Equitable Holdings
New York
$328K -$4.07K -103 -1%
SCA
609
Snowden Capital Advisors
New York
$327K +$34.5K +874 +13%
HCM
610
Hollencrest Capital Management
California
$326K +$1.58K +40 +0.5%
MC
611
Moors & Cabot
Massachusetts
$325K +$21.1K +534 +8%
ACA
612
Atlas Capital Advisors
Wyoming
$323K -$100K -2,535 -25%
LSIA
613
LaSalle St. Investment Advisors
Illinois
$321K +$294K +7,435 New
Squarepoint
614
Squarepoint
New York
$321K -$27.5M -697,167 -99%
RWP
615
RWA Wealth Partners
Massachusetts
$320K -$96.9K -2,452 -25%
SCFS
616
S.C. Financial Services
Arizona
$320K
SYBT
617
Stock Yards Bank & Trust
Kentucky
$318K -$13.1K -332 -4%
HCA
618
Harbour Capital Advisors
Virginia
$312K +$3.83K +97 +1%
FC
619
Financial Consulate
Maryland
$312K +$277 +7 +0.1%
FHC
620
First Heartland Consultants
Missouri
$311K +$2.02K +51 +0.7%
ANTB
621
AMG National Trust Bank
Colorado
$310K -$13.8K -350 -5%
BCI
622
Brinker Capital Investments
Pennsylvania
$309K -$9.36K -237 -3%
E
623
Ergoteles
New York
$307K -$2.09M -52,934 -88%
FMLI
624
Fukoku Mutual Life Insurance
Japan
$307K
TBNY
625
Trustco Bank (New York)
New York
$307K -$2.96K -75 -1%

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.