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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
BTWM
651
Baker Tilly Wealth Management
Wisconsin
$276K +$13.8K +331 +5%
VSQM
652
V-Square Quantitative Management
Illinois
$276K +$274K +6,577 New
FCB
653
First Command Bank
Texas
$275K
FCFS
654
First Command Financial Services
Texas
$275K
GLA
655
Good Life Advisors
Pennsylvania
$274K -$81.8K -1,963 -23%
AMC
656
Asset Management Corp
Illinois
$274K +$1K +24 +0.4%
CG
657
Caprock Group
Idaho
$272K +$65.5K +1,571 +32%
CIAS
658
Capital Investment Advisory Services
North Carolina
$270K -$6.04K -145 -2%
GSB
659
Greenfield Savings Bank
Massachusetts
$270K -$21.5K -516 -7%
NB
660
NBT Bank
New York
$269K -$2.75K -66 -1%
CB
661
Cadence Bank
Mississippi
$268K +$31.1K +747 +13%
CPA
662
Court Place Advisors
Maryland
$268K
IPAM
663
ICICI Prudential Asset Management
India
$267K +$57.3K +1,374 +28%
GIA
664
Gladstone Institutional Advisory
Florida
$262K -$7.04K -169 -3%
LOAMS
665
Lombard Odier Asset Management (Switzerland)
Switzerland
$262K
VFA
666
Valeo Financial Advisors
Indiana
$261K +$260K +6,238 New
Walleye Trading
667
Walleye Trading
New York
$260K +$259K +6,202 New
SWM
668
Segment Wealth Management
Texas
$259K -$18.3K -440 -7%
QCIG
669
Quad-Cities Investment Group
Iowa
$257K +$55.6K +1,333 +28%
BWFA
670
Baltimore-Washington Financial Advisors
Maryland
$257K
TCWM
671
Total Clarity Wealth Management
Illinois
$256K -$122K -2,938 -32%
CW
672
CIC Wealth
Maryland
$255K +$417 +10 +0.2%
PWA
673
Phoenix Wealth Advisors
North Carolina
$255K +$28.5K +683 +13%
CI
674
CX Institutional
Indiana
$255K +$254K +6,087 New
LNB
675
Ledyard National Bank
$254K -$8.34K -200 -3%

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.