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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
HCA
626
Harbour Capital Advisors
Virginia
$303K
ANTB
627
AMG National Trust Bank
Colorado
$301K
FAIM
628
Financial Advocates Investment Management
Washington
$300K +$82.5K +1,980 +38%
SWM
629
Spire Wealth Management
Virginia
$299K +$98.8K +2,370 +50%
FMLI
630
Fukoku Mutual Life Insurance
Japan
$298K
TBNY
631
Trustco Bank (New York)
New York
$297K -$834 -20 -0.3%
EIG
632
Ellenbecker Investment Group
Wisconsin
$296K +$83 +2 +0%
DT
633
Diversified Trust
Tennessee
$293K -$316K -7,592 -52%
FHC
634
First Heartland Consultants
Missouri
$293K -$8.42K -202 -3%
BW
635
Basepoint Wealth
Iowa
$293K +$291K +6,986 New
UF
636
Univest Financial
Pennsylvania
$292K
CFS
637
CRA Financial Services
New Jersey
$291K
IFG
638
Independent Financial Group
California
$291K +$10.3K +247 +4%
SP
639
Successful Portfolios
Florida
$290K -$4.58K -110 -2%
D
640
Diversified
Delaware
$288K -$834 -20 -0.3%
EFSCE
641
Enterprise Financial Services Corp (EFSC)
Missouri
$288K +$375 +9 +0.1%
AWM
642
Accel Wealth Management
Iowa
$286K -$1.17K -28 -0.4%
FNBT
643
FineMark National Bank & Trust
Florida
$285K +$18.5K +443 +7%
ACA
644
Atlas Capital Advisors
Wyoming
$283K -$29.1K -698 -9%
AWM
645
Apollon Wealth Management
South Carolina
$283K +$44.9K +1,076 +19%
VCA
646
Verdence Capital Advisors
Maryland
$283K -$8.09K -194 -3%
MC
647
Moors & Cabot
Massachusetts
$281K -$34K -816 -11%
PI
648
PFG Investments
New York
$280K +$279K +6,695 New
GFWA
649
Grey Fox Wealth Advisors
Delaware
$278K -$6.25K -150 -2%
PA
650
Parallel Advisors
California
$277K +$23.3K +559 +9%

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.