We are live on ! Find out more

999 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $303M | Put options by funds: $98.6M

29% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 315

22% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.12% more ownership

Funds ownership: 81.99%82.12% (+0.12%)

1% less funds holding

Funds holding: 1,005999 (-6)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$896M)

Holders
999
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
88
Increased
406
Reduced
315
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
676
Capstone Investment Advisors
New York
$254K +$253K +6,058 New
MW
677
Marcum Wealth
Ohio
$253K +$7.96K +191 +3%
WPC
678
Wedmont Private Capital
Pennsylvania
$253K +$244K +5,845 New
CIA
679
ClearBridge Investments (Australia)
Australia
$252K -$3.96K -95 -2%
MAM
680
Martingale Asset Management
Massachusetts
$251K
KI
681
Kapitalo Investimentos
Brazil
$251K +$250K +5,987 New
AC
682
Abbrea Capital
California
$250K
LFAS
683
Level Four Advisory Services
Texas
$249K +$18.1K +435 +8%
CSIC
684
Clifford Swan Investment Counsel
California
$248K
MFP
685
Meridian Financial Partners
Virginia
$248K -$12.6K -302 -5%
KFI
686
Key Financial Inc
Pennsylvania
$248K
KPWS
687
Kestra Private Wealth Services
Texas
$247K +$22.3K +535 +10%
STA
688
Summit Trail Advisors
New York
$247K +$245K +5,888 New
CD
689
Chapin Davis
Maryland
$244K -$52.6K -1,263 -18%
JWA
690
JFS Wealth Advisors
Pennsylvania
$243K +$10.9K +262 +5%
HNWAG
691
High Net Worth Advisory Group
Florida
$242K
SMC
692
Smith, Moore & Co
Missouri
$242K -$4.17K -100 -2%
CT
693
Chicago Trust
Illinois
$242K +$240K +5,766 New
SFG
694
StrategIQ Financial Group
Indiana
$240K
FIA
695
Foundations Investment Advisors
Arizona
$236K +$25.9K +622 +12%
NP
696
NorthRock Partners
Minnesota
$235K -$23.8K -572 -9%
FHB
697
First Hawaiian Bank
Hawaii
$235K +$1.29K +31 +0.6%
AW
698
Apricus Wealth
South Carolina
$235K -$27.1K -650 -10%
4WM
699
44 Wealth Management
Oregon
$234K +$667 +16 +0.3%
CAM
700
Carret Asset Management
New York
$234K +$2.08K +50 +0.9%

EXC Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2023, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EXC positions and 72 closed out — a net gain of 16 holders — while 406 added to existing stakes and 315 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $430M. The largest seller was GQG Partners, cutting an estimated $674M.

  • 999 institutional investors held Exelon (EXC) as of Q1 2023, down from 1,005 in Q4 2022.
  • Funds reported $34.2B of Exelon stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 88 funds opened new Exelon positions in Q1 2023 and 72 closed out, a net change of +16 holders.
  • The largest Exelon buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $430M added.
  • The largest Exelon seller in Q1 2023 was GQG Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2023.