1,008 hedge funds and large institutions have $29.6B invested in Exelon in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 333 increasing their positions, 381 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+20
Holders Change %
+2.02%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
333
Reduced
381
Closed
104
Calls
$279M
Puts
$94.9M
Net Calls
+$184M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
651
GAMMA Investing
California
$255K +$255K +7,312 New
FHC
652
First Heartland Consultants
Missouri
$254K +$5.46K +152 +2%
HIC
653
Hartline Investment Corp
Illinois
$252K -$89.8K -2,500 -26%
ASN
654
Advisory Services Network
Georgia
$251K -$60.1K -1,674 -19%
Kovitz Investment Group Partners
655
Kovitz Investment Group Partners
Illinois
$250K +$3.59K +100 +1%
GLA
656
Good Life Advisors
Pennsylvania
$249K +$2.15K +60 +0.9%
EFS
657
Essex Financial Services
Connecticut
$247K +$4.85K +135 +2%
TCWM
658
Total Clarity Wealth Management
Illinois
$247K +$27.6K +769 +13%
AM
659
AGF Management
Ontario, Canada
$246K -$1.65M -45,941 -87%
MFS
660
Mirabella Financial Services
United Kingdom
$244K +$244K +6,797 New
PFS
661
Prospera Financial Services
Texas
$244K +$244K +6,788 New
GWA
662
GGM Wealth Advisors
Maryland
$243K +$49.3K +1,407 +25%
LFAS
663
Level Four Advisory Services
Texas
$243K +$3.91K +109 +2%
HI
664
Harbour Investments
Wisconsin
$243K +$78.6K +2,189 +48%
SP
665
Successful Portfolios
Florida
$243K -$467 -13 -0.2%
DCM
666
DGS Capital Management
New Jersey
$242K -$29.1K -810 -11%
TBNY
667
Trustco Bank (New York)
New York
$240K
CIAS
668
Capital Investment Advisory Services
North Carolina
$240K +$933 +26 +0.4%
KC
669
Kepos Capital
New York
$236K -$18.6K -520 -7%
SWA
670
Stratos Wealth Advisors
Ohio
$236K -$3.45K -96 -1%
AWM
671
Accel Wealth Management
Iowa
$236K -$3.66K -102 -2%
BTWM
672
Baker Tilly Wealth Management
Wisconsin
$234K +$4.78K +133 +2%
VAS
673
Vestmark Advisory Solutions
Massachusetts
$234K +$234K +3,835 New
CI Investments Inc
674
CI Investments Inc
Ontario, Canada
$231K +$50.5K +1,404 +28%
EP
675
Eudaimonia Partners
Tennessee
$230K -$225K -6,262 -49%