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1,005 hedge funds and large institutions have $35.1B invested in Exelon in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
133
Increased
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
701
Zeke Capital Advisors
Pennsylvania
$233K +$1.03K +26 +0.5%
KPWS
702
Kestra Private Wealth Services
Texas
$232K +$212K +5,362 New
NFG
703
Nadler Financial Group
Illinois
$232K +$212K +5,361 New
PD
704
Planning Directions
Pennsylvania
$229K +$209K +5,287 New
RPCONE
705
Retirement Planning Company of New England
Rhode Island
$229K -$2.37K -60 -1%
ATC
706
Argent Trust Co
Tennessee
$228K +$208K +5,273 New
ZIG
707
Zuckerman Investment Group
Illinois
$227K -$289K -7,320 -58%
TTWM
708
TCV Trust & Wealth Management
Virginia
$226K +$207K +5,237 New
Lido Advisors
709
Lido Advisors
California
$226K +$206K +5,226 New
OF
710
Outfitter Financial
Maine
$225K +$206K +5,208 New
FAIM
711
Financial Advocates Investment Management
Washington
$224K -$14.8K -374 -7%
Fisher Asset Management
712
Fisher Asset Management
Washington
$224K -$149K -3,777 -42%
First Manhattan
713
First Manhattan
New York
$224K
CCA
714
Clearwater Capital Advisors
Illinois
$224K +$205K +5,180 New
QCG
715
Quadrant Capital Group
Ohio
$222K +$6.83K +173 +3%
BP
716
Ballentine Partners
Massachusetts
$222K -$10.5K -266 -5%
KFI
717
Key Financial Inc
Pennsylvania
$221K
MHS
718
M Holdings Securities
Oregon
$221K +$202K +5,112 New
CFB
719
Cullen/Frost Bankers
Texas
$221K -$34.5K -874 -15%
CIA
720
Compass Ion Advisors
Pennsylvania
$220K +$201K +5,097 New
MOS
721
MGO One Seven
Ohio
$220K +$201K +5,096 New
QC
722
Quent Capital
New York
$220K +$2.13K +54 +1%
GP
723
Girard Partners
Pennsylvania
$219K +$200K +5,074 New
PFM
724
Patton Fund Management
Texas
$219K +$200K +5,057 New
SIA
725
Schechter Investment Advisors
Michigan
$218K -$13.2K -334 -6%

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.