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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 %
BTWM
651
Baker Tilly Wealth Management
Wisconsin
$271K +$26.2K +605 +11%
LNB
652
Ledyard National Bank
$271K – – –
AW
653
Apricus Wealth
South Carolina
$270K -$357K -8,250 -57%
EGM
654
Engineers Gate Manager
New York
$269K -$10.5M -242,684 -98%
NP
655
NorthRock Partners
Minnesota
$267K -$86K -1,990 -24%
BWFA
656
Baltimore-Washington Financial Advisors
Maryland
$265K – – –
CIA
657
ClearBridge Investments (Australia)
Australia
$264K -$52.6K -1,216 -17%
CW
658
CIC Wealth
Maryland
$263K +$263K +6,083 New
PA
659
Parallel Advisors
California
$262K +$30.5K +705 +13%
CWM
660
Connecticut Wealth Management
Connecticut
$261K -$778 -18 -0.3%
MAM
661
Martingale Asset Management
Massachusetts
$259K -$16.2M -375,732 -98%
AC
662
Abbrea Capital
California
$258K – – –
CSIC
663
Clifford Swan Investment Counsel
California
$256K -$12K -278 -4%
MFP
664
Meridian Financial Partners
Virginia
$256K -$6.94K -165 -3%
SMC
665
Smith, Moore & Co
Missouri
$254K +$2.64K +61 +1%
JIC
666
Johnson Investment Counsel
Ohio
$254K -$3.63K -84 -1%
GRP
667
Global Retirement Partners
California
$253K +$110K +2,544 +77%
MW
668
Marcum Wealth
Ohio
$253K +$17.3K +400 +7%
HFM
669
Harvest Fund Management
China
$253K +$51.8K +1,200 +26%
BW
670
Bison Wealth
Georgia
$250K +$2.46K +59 +1%
HNWAG
671
High Net Worth Advisory Group
Florida
$250K – – –
SFG
672
StrategIQ Financial Group
Indiana
$248K +$1.64K +38 +0.7%
AWM
673
Apollon Wealth Management
South Carolina
$246K -$113K -2,619 -32%
CB
674
Cadence Bank
Mississippi
$244K -$43.2K -1,000 -15%
GWA
675
GGM Wealth Advisors
Maryland
$242K – – –
25 26
27
28 29