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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $30.1B invested in Exelon in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 386 increasing their positions, 327 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-31
Holders Change %
-3.06%
% of All Funds
16.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
90
Increased
386
Reduced
327
Closed
106
Calls
$191M
Puts
$127M
Net Calls
+$63.4M
Net Calls Change
-$102M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$371M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$260M
3
Citadel Advisors
Citadel Advisors
Florida
+$122M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$68.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$743M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$225M
3
GQG Partners
GQG Partners
Florida
-$194M
4
Invesco
Invesco
Georgia
-$132M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
701
Capital Investment Advisory Services
North Carolina
$218K – – –
FCFS
702
First Command Financial Services
Texas
$218K +$11.3K +300 +5%
FCB
703
First Command Bank
Texas
$218K +$11.3K +300 +5%
HNWAG
704
High Net Worth Advisory Group
Florida
$217K – – –
SFG
705
StrategIQ Financial Group
Indiana
$213K – – –
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$212K +$75 +2 +0%
CI
707
Conning Inc
Connecticut
$210K -$89.7K -2,390 -30%
MIM
708
MTM Investment Management
South Carolina
$209K – – –
GWA
709
GGM Wealth Advisors
Maryland
$209K +$38 +1 +0%
Kovitz Investment Group Partners
710
Kovitz Investment Group Partners
Illinois
$209K +$209K +5,576 New
FAIM
711
Financial Advocates Investment Management
Washington
$208K -$1.17M -31,368 -85%
JWA
712
JFS Wealth Advisors
Pennsylvania
$208K -$2.4K -64 -1%
CAM
713
Carret Asset Management
New York
$208K -$1.88K -50 -0.9%
BIP
714
Blueprint Investment Partners
North Carolina
$208K +$208K +5,558 New
CDH
715
Charles D. Hyman
$206K – – –
APW
716
Aurora Private Wealth
New Jersey
$206K +$37 +1 +0%
IF
717
Insight Folios
North Carolina
$205K +$1.5K +40 +0.7%
MW
718
Marcum Wealth
Ohio
$204K +$8.07K +216 +4%
GW
719
GW & Wade
Massachusetts
$204K +$204K +5,456 New
WDG
720
Wealth Dimensions Group
Ohio
$203K – – –
BP
721
Ballentine Partners
Massachusetts
$203K +$203K +5,402 New
CA
722
Calton & Associates
Florida
$202K -$299 -8 -0.1%
DSC
723
Duncker Streett & Co
Missouri
$202K – – –
SIA
724
Schechter Investment Advisors
Michigan
$202K +$6.17K +164 +3%
ZCA
725
Zeke Capital Advisors
Pennsylvania
$201K -$38.6K -1,030 -16%
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