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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 %
BTWM
651
Baker Tilly Wealth Management
Wisconsin
$261K -$7.37K -181 -3%
CB
652
Cadence Bank
Mississippi
$261K – – –
CPA
653
Court Place Advisors
Maryland
$260K – – –
MS
654
Maven Securities
Jersey
$259K +$259K +6,352 New
SIA
655
Schechter Investment Advisors
Michigan
$257K +$55.4K +1,360 +27%
BWG
656
Beta Wealth Group
California
$257K +$40.7K +1,000 +19%
GSB
657
Greenfield Savings Bank
Massachusetts
$256K -$6.11K -150 -2%
AR
658
Advisory Research
Illinois
$256K +$256K +6,291 New
SM
659
STF Management
Texas
$256K -$213K -5,231 -45%
ACA
660
Atlas Capital Advisors
Wyoming
$256K -$19.8K -485 -7%
AWM
661
Apollon Wealth Management
South Carolina
$252K -$23.1K -567 -8%
SWM
662
Segment Wealth Management
Texas
$252K – – –
GIA
663
Gladstone Institutional Advisory
Florida
$251K -$4.16K -102 -2%
JIC
664
Johnson Investment Counsel
Ohio
$251K +$28.7K +704 +13%
TCWM
665
Total Clarity Wealth Management
Illinois
$251K +$1.59K +39 +0.6%
FCFS
666
First Command Financial Services
Texas
$250K -$17.3K -425 -6%
FCB
667
First Command Bank
Texas
$250K -$17.3K -425 -6%
Fisher Asset Management
668
Fisher Asset Management
Washington
$250K +$37.9K +929 +18%
LNB
669
Ledyard National Bank
$249K +$2.12K +52 +0.9%
KFI
670
Key Financial Inc
Pennsylvania
$248K +$7.09K +174 +3%
AC
671
Abbrea Capital
California
$246K +$2.41K +59 +1%
MW
672
Marcum Wealth
Ohio
$245K -$1.02K -25 -0.4%
PWA
673
Phoenix Wealth Advisors
North Carolina
$245K -$2.61K -64 -1%
CW
674
CIC Wealth
Maryland
$245K -$3.3K -81 -1%
PA
675
Parallel Advisors
California
$245K -$24.6K -604 -9%
25 26
27
28 29