EXC icon

Exelon
EXC

Overview Fund Activity

990 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-8
Holders Change %
-0.8%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
86
Increased
402
Reduced
313
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$833M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$700M
3
Deutsche Bank
Deutsche Bank
Germany
$748M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$339M
5
BlackRock
BlackRock
New York
$3.64B

Top Sellers

1
GQG Partners
GQG Partners
Florida
$716M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
3
Capital Research Global Investors
Capital Research Global Investors
California
$402M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.05B
5
Capital International Investors
Capital International Investors
California
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
676
Abbrea Capital
California
$250K – – –
LFAS
677
Level Four Advisory Services
Texas
$249K +$18.2K +435 +8%
CSIC
678
Clifford Swan Investment Counsel
California
$248K – – –
MFP
679
Meridian Financial Partners
Virginia
$248K -$12.9K -302 -5%
KFI
680
Key Financial Inc
Pennsylvania
$248K – – –
KPWS
681
Kestra Private Wealth Services
Texas
$247K +$22.4K +535 +10%
STA
682
Summit Trail Advisors
New York
$247K +$247K +5,888 New
CD
683
Chapin Davis
Maryland
$244K -$52.9K -1,263 -18%
JWA
684
JFS Wealth Advisors
Pennsylvania
$243K +$11K +262 +5%
HNWAG
685
High Net Worth Advisory Group
Florida
$242K – – –
SMC
686
Smith, Moore & Co
Missouri
$242K -$4.19K -100 -2%
CT
687
Chicago Trust
Illinois
$242K +$242K +5,766 New
SFG
688
StrategIQ Financial Group
Indiana
$240K – – –
FIA
689
Foundations Investment Advisors
Arizona
$236K +$26.1K +622 +12%
NP
690
NorthRock Partners
Minnesota
$235K -$24K -572 -9%
FHB
691
First Hawaiian Bank
Hawaii
$235K +$1.3K +31 +0.6%
AW
692
Apricus Wealth
South Carolina
$235K -$27.2K -650 -10%
4WM
693
44 Wealth Management
Oregon
$234K +$670 +16 +0.3%
CAM
694
Carret Asset Management
New York
$234K +$2.09K +50 +0.9%
IF
695
Insight Folios
North Carolina
$233K +$2.05K +49 +0.9%
MIM
696
MTM Investment Management
South Carolina
$233K – – –
SCA
697
Stonebridge Capital Advisors
Minnesota
$233K +$5.03K +120 +2%
CWM
698
Connecticut Wealth Management
Connecticut
$231K -$21.5K -513 -9%
FLPIM
699
F.L. Putnam Investment Management
Massachusetts
$231K -$2.24M -53,393 -91%
CI
700
Conning Inc
Connecticut
$230K -$2.85K -68 -1%
26 27
28
29 30