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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $30.1B invested in Exelon in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 386 increasing their positions, 327 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-31
Holders Change %
-3.06%
% of All Funds
16.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
90
Increased
386
Reduced
327
Closed
106
Calls
$191M
Puts
$127M
Net Calls
+$63.4M
Net Calls Change
-$102M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$371M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$260M
3
Citadel Advisors
Citadel Advisors
Florida
+$122M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$68.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$743M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$225M
3
GQG Partners
GQG Partners
Florida
-$194M
4
Invesco
Invesco
Georgia
-$132M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
676
Snowden Capital Advisors
New York
$250K +$10K +268 +4%
CB
677
Cadence Bank
Mississippi
$249K +$249K +6,650 New
AMC
678
Asset Management Corp
Illinois
$244K – – –
WWM
679
Western Wealth Management
Colorado
$244K +$4.18K +112 +2%
NB
680
NBT Bank
New York
$241K -$15.4K -411 -6%
SS
681
Simplicity Solutions
Minnesota
$241K +$10.6K +282 +5%
CPA
682
Court Place Advisors
Maryland
$239K -$5.61K -150 -2%
LNB
683
Ledyard National Bank
$234K -$5.98K -160 -2%
WMS
684
Wealth Management Solutions
Pennsylvania
$234K +$788 +21 +0.3%
CSIC
685
Clifford Swan Investment Counsel
California
$232K – – –
Arrowstreet Capital
686
Arrowstreet Capital
Massachusetts
$230K +$230K +6,147 New
MFP
687
Meridian Financial Partners
Virginia
$229K -$47.7K -1,302 -17%
BWFA
688
Baltimore-Washington Financial Advisors
Maryland
$229K – – –
TCMP
689
Thrive Capital Management (Pennsylvania)
Pennsylvania
$229K +$1.65K +44 +0.7%
FHA
690
First Horizon Advisors
Tennessee
$228K -$181K -4,872 -44%
CWM
691
Connecticut Wealth Management
Connecticut
$227K +$1.61K +43 +0.7%
GIA
692
Gladstone Institutional Advisory
Florida
$226K -$423K -11,291 -65%
SFA
693
Sequoia Financial Advisors
Ohio
$226K -$128K -3,426 -36%
AC
694
Abbrea Capital
California
$224K – – –
CFB
695
Cullen/Frost Bankers
Texas
$224K +$43.3K +1,157 +24%
JIC
696
Johnson Investment Counsel
Ohio
$223K +$37 +1 +0%
BW
697
Bison Wealth
Georgia
$222K +$33.8K +904 +18%
KFI
698
Key Financial Inc
Pennsylvania
$221K +$3.85K +103 +2%
CII
699
Capital International Inc
California
$220K – – –
SMC
700
Smith, Moore & Co
Missouri
$218K -$32.2K -858 -13%
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