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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 %
UF
626
Univest Financial
Pennsylvania
$284K – – –
BW
627
Bison Wealth
Georgia
$281K +$63.5K +1,558 +29%
SCA
628
Snowden Capital Advisors
New York
$280K -$41.8K -1,027 -13%
D
629
Diversified
Delaware
$280K -$815 -20 -0.3%
TBNY
630
Trustco Bank (New York)
New York
$276K -$12.2K -300 -4%
SP
631
Successful Portfolios
Florida
$276K -$5.42K -133 -2%
VCA
632
Verdence Capital Advisors
Maryland
$276K +$1.26K +31 +0.5%
IPAM
633
ICICI Prudential Asset Management
India
$275K +$16.2K +397 +6%
GLA
634
Good Life Advisors
Pennsylvania
$275K +$8.76K +215 +3%
CI
635
CX Institutional
Indiana
$275K +$27.3K +669 +11%
WPC
636
Wedmont Private Capital
Pennsylvania
$275K +$29K +689 +12%
EFS
637
Essex Financial Services
Connecticut
$274K -$61.5K -1,510 -18%
SL
638
Sentinus LLC
Illinois
$273K -$142K -3,483 -34%
MC
639
Moors & Cabot
Massachusetts
$273K – – –
AWM
640
Accel Wealth Management
Iowa
$273K -$5.46K -134 -2%
SIM
641
Sentry Investment Management
Wisconsin
$272K +$272K +6,666 New
PI
642
PFG Investments
New York
$271K -$1.47K -36 -0.5%
CCWM
643
Cassaday & Co Wealth Management
Virginia
$270K -$34.9K -856 -11%
FIA
644
Foundations Investment Advisors
Arizona
$269K +$39.7K +975 +17%
LFAS
645
Level Four Advisory Services
Texas
$263K +$20.8K +511 +9%
CIAS
646
Capital Investment Advisory Services
North Carolina
$263K +$204 +5 +0.1%
MOS
647
MGO One Seven
Ohio
$262K +$262K +6,440 New
PCM
648
Penserra Capital Management
California
$262K +$260K +6,388 +11,830%
NB
649
NBT Bank
New York
$262K – – –
VSQM
650
V-Square Quantitative Management
Illinois
$262K -$6.03K -148 -2%
24 25
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