EXC icon

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 %
FHA
676
First Horizon Advisors
Tennessee
$242K -$23.3K -538 -9%
SS
677
Simplicity Solutions
Minnesota
$242K -$36.6K -847 -13%
4WM
678
44 Wealth Management
Oregon
$241K +$241K +5,577 New
MIM
679
MTM Investment Management
South Carolina
$241K – – –
CI
680
Conning Inc
Connecticut
$241K -$1.25K -29 -0.5%
CAM
681
Carret Asset Management
New York
$240K – – –
FHB
682
First Hawaiian Bank
Hawaii
$240K +$240K +5,570 New
JWA
683
JFS Wealth Advisors
Pennsylvania
$239K -$865 -20 -0.4%
IF
684
Insight Folios
North Carolina
$239K +$1.9K +44 +0.8%
CA
685
Calton & Associates
Florida
$238K +$4.71K +109 +2%
LFAS
686
Level Four Advisory Services
Texas
$238K +$238K +5,510 New
CDH
687
Charles D. Hyman
$238K – – –
APW
688
Aurora Private Wealth
New Jersey
$238K +$43 +1 +0%
SBH
689
Segall Bryant & Hamill
Illinois
$238K +$238K +5,506 New
AM
690
AGF Management
Ontario, Canada
$237K +$237K +5,493 New
BS
691
Boenning & Scattergood
Pennsylvania
$237K +$237K +4,981 New
SCA
692
Stonebridge Capital Advisors
Minnesota
$235K +$6.05K +140 +3%
WDG
693
Wealth Dimensions Group
Ohio
$234K – – –
PWA
694
Phoenix Wealth Advisors
North Carolina
$233K +$233K +5,395 New
DSC
695
Duncker Streett & Co
Missouri
$233K – – –
ZCA
696
Zeke Capital Advisors
Pennsylvania
$233K +$1.12K +26 +0.5%
KPWS
697
Kestra Private Wealth Services
Texas
$232K +$232K +5,362 New
NFG
698
Nadler Financial Group
Illinois
$232K +$232K +5,361 New
PD
699
Planning Directions
Pennsylvania
$229K +$229K +5,287 New
RPCONE
700
Retirement Planning Company of New England
Rhode Island
$229K -$2.59K -60 -1%
26 27
28
29 30