1,008 hedge funds and large institutions have $29.6B invested in Exelon in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 333 increasing their positions, 381 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+20
Holders Change %
+2.02%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
333
Reduced
381
Closed
104
Calls
$279M
Puts
$94.9M
Net Calls
+$184M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
676
Financial Advocates Investment Management
Washington
$228K +$1.62K +45 +0.7%
BWG
677
Beta Wealth Group
California
$227K -$6.97K -194 -3%
GCM
678
Graham Capital Management
Connecticut
$226K -$203K -5,650 -47%
AFT
679
Alpha Family Trust
California
$225K +$225K +6,280 New
KA
680
Kovack Advisors
Florida
$225K +$27.3K +761 +14%
JIC
681
Johnson Investment Counsel
Ohio
$225K -$2.37K -66 -1%
Fisher Asset Management
682
Fisher Asset Management
Washington
$225K -$97.7K -2,722 -30%
CB
683
Cadence Bank
Mississippi
$223K -$3.95K -110 -2%
SWM
684
Segment Wealth Management
Texas
$222K
ESB
685
Essex Savings Bank
Connecticut
$222K +$222K +6,174 New
FMLI
686
Fukoku Mutual Life Insurance
Japan
$221K -$33.8K -942 -13%
FCAS
687
First Command Advisory Services
Texas
$220K
DC
688
Davenport & Co
Virginia
$220K +$179 +5 +0.1%
CWM
689
Congress Wealth Management
Massachusetts
$220K +$220K +6,126 New
PWA
690
Phoenix Wealth Advisors
North Carolina
$219K -$511 -14 -0.2%
WPC
691
Wedmont Private Capital
Pennsylvania
$219K -$45K -1,226 -17%
CPA
692
Court Place Advisors
Maryland
$219K -$10.8K -300 -5%
KFI
693
Key Financial Inc
Pennsylvania
$218K
FB
694
Fulton Bank
Pennsylvania
$217K -$10.3K -286 -5%
LNB
695
Ledyard National Bank
$217K
PPWP
696
Premier Path Wealth Partners
New Jersey
$217K +$217K +6,036 New
CW
697
CIC Wealth
Maryland
$217K +$431 +12 +0.2%
BP
698
Ballentine Partners
Massachusetts
$216K +$216K +6,008 New
CSIC
699
Clifford Swan Investment Counsel
California
$216K
MOS
700
MGO One Seven
Ohio
$215K -$16.5K -459 -7%