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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 %
SAM
601
Sompo Asset Management
Japan
$317K – – –
GRP
602
Global Retirement Partners
California
$316K -$4.4K -108 -1%
HCM
603
Huber Capital Management
California
$315K – – –
FT
604
Fiduciary Trust
Massachusetts
$310K -$47.6K -1,168 -13%
STA
605
Summit Trail Advisors
New York
$310K +$70.1K +1,721 +29%
LSIA
606
LaSalle St. Investment Advisors
Illinois
$307K -$6.99K -172 -2%
WMS
607
Wealth Management Solutions
Pennsylvania
$306K -$105K -2,570 -25%
HCM
608
Hollencrest Capital Management
California
$306K -$1.63K -40 -0.5%
TNB
609
Thomasville National Bank
Georgia
$306K – – –
TSS
610
Two Sigma Securities
New York
$302K +$302K +7,402 New
UM
611
UniSuper Management
Australia
$301K +$301K +7,400 New
SYBT
612
Stock Yards Bank & Trust
Kentucky
$300K – – –
FNBT
613
FineMark National Bank & Trust
Florida
$300K +$22.4K +549 +8%
GBT
614
Grove Bank & Trust
Florida
$299K -$4.48K -110 -1%
Kovitz Investment Group Partners
615
Kovitz Investment Group Partners
Illinois
$299K -$54K -1,326 -15%
TC
616
TownSquare Capital
Utah
$298K +$298K +7,315 New
ASN
617
Advisory Services Network
Georgia
$298K -$163K -4,011 -35%
HCA
618
Harbour Capital Advisors
Virginia
$297K – – –
FBA
619
Front Barnett Associates
Illinois
$296K – – –
CT
620
Coastline Trust
Rhode Island
$294K -$90.4K -2,220 -24%
FAIM
621
Financial Advocates Investment Management
Washington
$293K +$1.14K +28 +0.4%
SWM
622
Spire Wealth Management
Virginia
$293K +$2K +49 +0.7%
FMLI
623
Fukoku Mutual Life Insurance
Japan
$290K – – –
EIG
624
Ellenbecker Investment Group
Wisconsin
$288K +$122 +3 +0%
FHC
625
First Heartland Consultants
Missouri
$287K +$2.2K +54 +0.8%
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