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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
FFM
601
Forum Financial Management
Illinois
$343K -$7.34K -176 -2%
PTC
602
Private Trust Company
Ohio
$343K
TCMP
603
Thrive Capital Management (Pennsylvania)
Pennsylvania
$342K +$13.5K +325 +4%
QIM
604
Quantitative Investment Management
Virginia
$341K +$340K +8,153 New
SWA
605
Stratos Wealth Advisors
Ohio
$340K +$12.8K +307 +4%
FC
606
Financial Consulate
Maryland
$339K +$36.4K +874 +12%
TIA
607
Tiemann Investment Advisors
California
$338K +$2.5K +60 +0.7%
RWG
608
Regal Wealth Group
California
$338K +$125 +3 +0%
IMCOOI
609
Investment Management Corp of Ontario (IMCO)
Canada
$336K
B
610
Bailard
California
$333K -$3K -72 -0.9%
GRP
611
Global Retirement Partners
California
$333K +$83.5K +2,003 +34%
SCA
612
Snowden Capital Advisors
New York
$331K +$14.4K +346 +5%
IA
613
Insight Advisors
Pennsylvania
$328K
SAM
614
Sompo Asset Management
Japan
$326K
HCM
615
Huber Capital Management
California
$324K +$3.96K +95 +1%
LSIA
616
LaSalle St. Investment Advisors
Illinois
$323K +$12.2K +293 +4%
TWC
617
TD Waterhouse Canada
Ontario, Canada
$319K -$27.2K -653 -8%
PSP
618
Principal Street Partners
Tennessee
$318K -$36.1K -866 -10%
HCM
619
Hollencrest Capital Management
California
$316K
TNB
620
Thomasville National Bank
Georgia
$314K +$313K +7,500 New
CCWM
621
Cassaday & Co Wealth Management
Virginia
$313K +$35.2K +845 +13%
GBT
622
Grove Bank & Trust
Florida
$312K -$47.8K -1,146 -13%
Two Sigma Advisers
623
Two Sigma Advisers
New York
$310K -$279K -6,700 -48%
SYBT
624
Stock Yards Bank & Trust
Kentucky
$308K
FBA
625
Front Barnett Associates
Illinois
$305K -$18.8K -450 -6%

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.