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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$404M
2
BC
Brookfield Corp
Ontario, Canada
+$152M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
4
Macquarie Group
Macquarie Group
Australia
+$108M
5
Norges Bank
Norges Bank
Norway
+$97M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$676M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$159M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$147M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
5
Prudential Financial
Prudential Financial
New Jersey
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
676
Martingale Asset Management
Massachusetts
$244K – – –
CT
677
Chicago Trust
Illinois
$243K +$8.15K +200 +3%
CIA
678
ClearBridge Investments (Australia)
Australia
$243K -$2.4K -59 -1%
PCIA
679
Prime Capital Investment Advisors
Kansas
$242K +$242K +5,930 New
CSIC
680
Clifford Swan Investment Counsel
California
$241K – – –
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$240K -$39.9K -979 -14%
CI Investments Inc
682
CI Investments Inc
Ontario, Canada
$240K -$7.31M -179,524 -97%
FMTCOCP
683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$240K -$124K -3,045 -34%
ISWM
684
Independent Solutions Wealth Management
New York
$240K +$240K +5,886 New
QCG
685
Quadrant Capital Group
Ohio
$239K +$24.6K +603 +11%
CAM
686
Carret Asset Management
New York
$236K +$8.56K +210 +4%
JWA
687
JFS Wealth Advisors
Pennsylvania
$236K -$611 -15 -0.3%
SAM
688
Shell Asset Management
Netherlands
$235K +$235K +5,763 New
SFG
689
StrategIQ Financial Group
Indiana
$234K – – –
QCIG
690
Quad-Cities Investment Group
Iowa
$234K -$16.8K -412 -7%
AFT
691
Alpha Family Trust
California
$233K +$233K +5,730 New
FC
692
Financial Council
Maryland
$233K +$233K +5,724 New
GWA
693
GGM Wealth Advisors
Maryland
$231K +$231K +5,548 New
PWMAG
694
Pinnacle Wealth Management Advisory Group
New Jersey
$229K +$229K +5,630 New
FHB
695
First Hawaiian Bank
Hawaii
$229K +$774 +19 +0.3%
HNWAG
696
High Net Worth Advisory Group
Florida
$228K -$8.15K -200 -3%
MIM
697
MTM Investment Management
South Carolina
$227K – – –
PP
698
PDS Planning
Ohio
$225K +$225K +5,530 New
RWA
699
Redhawk Wealth Advisors
Minnesota
$225K +$225K +5,517 New
CL
700
Choreo LLC
Illinois
$224K +$2.24K +55 +1%
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