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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
676
High Net Worth Advisory Group
Florida
$250K
SFG
677
StrategIQ Financial Group
Indiana
$248K +$1.5K +38 +0.7%
AWM
678
Apollon Wealth Management
South Carolina
$246K -$103K -2,619 -32%
CB
679
Cadence Bank
Mississippi
$244K -$39.5K -1,000 -15%
GWA
680
GGM Wealth Advisors
Maryland
$242K
FHA
681
First Horizon Advisors
Tennessee
$242K -$21.3K -538 -9%
SS
682
Simplicity Solutions
Minnesota
$242K -$33.5K -847 -13%
4WM
683
44 Wealth Management
Oregon
$241K +$220K +5,577 New
MIM
684
MTM Investment Management
South Carolina
$241K
CI
685
Conning Inc
Connecticut
$241K -$1.15K -29 -0.5%
CAM
686
Carret Asset Management
New York
$240K
FHB
687
First Hawaiian Bank
Hawaii
$240K +$220K +5,570 New
JWA
688
JFS Wealth Advisors
Pennsylvania
$239K -$790 -20 -0.4%
IF
689
Insight Folios
North Carolina
$239K +$1.74K +44 +0.8%
CA
690
Calton & Associates
Florida
$238K +$4.31K +109 +2%
LFAS
691
Level Four Advisory Services
Texas
$238K +$218K +5,510 New
CDH
692
Charles D. Hyman
$238K
APW
693
Aurora Private Wealth
New Jersey
$238K +$40 +1 +0%
SBH
694
Segall Bryant & Hamill
Illinois
$238K +$218K +5,506 New
AM
695
AGF Management
Ontario, Canada
$237K +$217K +5,493 New
BS
696
Boenning & Scattergood
Pennsylvania
$237K +$197K +4,981 New
SCA
697
Stonebridge Capital Advisors
Minnesota
$235K +$5.53K +140 +3%
WDG
698
Wealth Dimensions Group
Ohio
$234K
PWA
699
Phoenix Wealth Advisors
North Carolina
$233K +$213K +5,395 New
DSC
700
Duncker Streett & Co
Missouri
$233K

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.