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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
CD
626
Chapin Davis
Maryland
$306K +$280K +7,081 New
TFA
627
Transamerica Financial Advisors
Florida
$306K -$6.04K -153 -2%
EIG
628
Ellenbecker Investment Group
Wisconsin
$306K +$79 +2 +0%
SP
629
Successful Portfolios
Florida
$304K -$553 -14 -0.2%
UF
630
Univest Financial
Pennsylvania
$301K
WW
631
Westshore Wealth
California
$301K +$275K +6,964 New
GSB
632
Greenfield Savings Bank
Massachusetts
$301K -$3.63K -92 -1%
CFS
633
CRA Financial Services
New Jersey
$301K -$35.8K -905 -12%
ERIC
634
Eagle Rock Investment Company
Georgia
$300K
VCA
635
Verdence Capital Advisors
Maryland
$300K +$2.49K +63 +0.9%
BMCM
636
Bryn Mawr Capital Management
Pennsylvania
$300K
D
637
Diversified
Delaware
$298K +$2.02K +51 +0.7%
EFSCE
638
Enterprise Financial Services Corp (EFSC)
Missouri
$297K +$2.57K +65 +1%
AWM
639
Accel Wealth Management
Iowa
$297K +$830 +21 +0.3%
GFWA
640
Grey Fox Wealth Advisors
Delaware
$294K +$268K +6,794 New
FNFDCM
641
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$292K +$267K +6,760 New
IFG
642
Independent Financial Group
California
$289K
SWM
643
Segment Wealth Management
Texas
$287K -$20.9K -530 -7%
CCWM
644
Cassaday & Co Wealth Management
Virginia
$287K +$262K +6,630 New
SM
645
STF Management
Texas
$287K +$262K +6,630 New
CIAS
646
Capital Investment Advisory Services
North Carolina
$285K +$30.2K +764 +13%
FCB
647
First Command Bank
Texas
$284K +$30K +760 +13%
FCFS
648
First Command Financial Services
Texas
$284K +$30K +760 +13%
Kovitz Investment Group Partners
649
Kovitz Investment Group Partners
Illinois
$282K +$37.5K +950 +17%
AMC
650
Asset Management Corp
Illinois
$282K

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.