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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
UF
626
Univest Financial
Pennsylvania
$301K – – –
WW
627
Westshore Wealth
California
$301K +$301K +6,964 New
GSB
628
Greenfield Savings Bank
Massachusetts
$301K -$3.98K -92 -1%
CFS
629
CRA Financial Services
New Jersey
$301K -$39.1K -905 -12%
ERIC
630
Eagle Rock Investment Company
Georgia
$300K – – –
VCA
631
Verdence Capital Advisors
Maryland
$300K +$2.72K +63 +0.9%
BMCM
632
Bryn Mawr Capital Management
Pennsylvania
$300K – – –
D
633
Diversified
Delaware
$298K +$2.21K +51 +0.7%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$297K +$2.81K +65 +1%
AWM
635
Accel Wealth Management
Iowa
$297K +$908 +21 +0.3%
GFWA
636
Grey Fox Wealth Advisors
Delaware
$294K +$294K +6,794 New
FNFDCM
637
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$292K +$292K +6,760 New
SWM
638
Segment Wealth Management
Texas
$287K -$22.9K -530 -7%
CCWM
639
Cassaday & Co Wealth Management
Virginia
$287K +$287K +6,630 New
SM
640
STF Management
Texas
$287K +$287K +6,630 New
CIAS
641
Capital Investment Advisory Services
North Carolina
$285K +$33K +764 +13%
FCB
642
First Command Bank
Texas
$284K +$32.9K +760 +13%
FCFS
643
First Command Financial Services
Texas
$284K +$32.9K +760 +13%
Kovitz Investment Group Partners
644
Kovitz Investment Group Partners
Illinois
$282K +$41.1K +950 +17%
AMC
645
Asset Management Corp
Illinois
$282K – – –
NB
646
NBT Bank
New York
$281K +$3.42K +79 +1%
GIA
647
Gladstone Institutional Advisory
Florida
$278K +$17.3K +400 +7%
CPA
648
Court Place Advisors
Maryland
$276K – – –
FNBT
649
FineMark National Bank & Trust
Florida
$275K -$24.1K -557 -8%
LOAMS
650
Lombard Odier Asset Management (Switzerland)
Switzerland
$271K +$271K +6,263 New
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