We are live on ! Find out more

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
NB
651
NBT Bank
New York
$281K +$3.12K +79 +1%
GIA
652
Gladstone Institutional Advisory
Florida
$278K +$15.8K +400 +7%
CPA
653
Court Place Advisors
Maryland
$276K
FNBT
654
FineMark National Bank & Trust
Florida
$275K -$22K -557 -8%
LOAMS
655
Lombard Odier Asset Management (Switzerland)
Switzerland
$271K +$247K +6,263 New
BTWM
656
Baker Tilly Wealth Management
Wisconsin
$271K +$23.9K +605 +11%
LNB
657
Ledyard National Bank
$271K
AW
658
Apricus Wealth
South Carolina
$270K -$326K -8,250 -57%
EGM
659
Engineers Gate Manager
New York
$269K -$9.59M -242,684 -98%
NP
660
NorthRock Partners
Minnesota
$267K -$78.6K -1,990 -24%
BWFA
661
Baltimore-Washington Financial Advisors
Maryland
$265K
CIA
662
ClearBridge Investments (Australia)
Australia
$264K -$48K -1,216 -17%
CW
663
CIC Wealth
Maryland
$263K +$240K +6,083 New
PA
664
Parallel Advisors
California
$262K +$27.9K +705 +13%
CWM
665
Connecticut Wealth Management
Connecticut
$261K -$711 -18 -0.3%
MAM
666
Martingale Asset Management
Massachusetts
$259K -$14.8M -375,732 -98%
AC
667
Abbrea Capital
California
$258K
CSIC
668
Clifford Swan Investment Counsel
California
$256K -$11K -278 -4%
MFP
669
Meridian Financial Partners
Virginia
$256K -$6.52K -165 -3%
SMC
670
Smith, Moore & Co
Missouri
$254K +$2.41K +61 +1%
JIC
671
Johnson Investment Counsel
Ohio
$254K -$3.32K -84 -1%
GRP
672
Global Retirement Partners
California
$253K +$101K +2,544 +77%
MW
673
Marcum Wealth
Ohio
$253K +$15.8K +400 +7%
HFM
674
Harvest Fund Management
China
$253K +$47.4K +1,200 +26%
BW
675
Bison Wealth
Georgia
$250K +$2.33K +59 +1%

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.