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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
701
Argent Trust Co
Tennessee
$228K +$228K +5,273 New
ZIG
702
Zuckerman Investment Group
Illinois
$227K -$316K -7,320 -58%
TTWM
703
TCV Trust & Wealth Management
Virginia
$226K +$226K +5,237 New
Lido Advisors
704
Lido Advisors
California
$226K +$226K +5,226 New
OF
705
Outfitter Financial
Maine
$225K +$225K +5,208 New
FAIM
706
Financial Advocates Investment Management
Washington
$224K -$16.2K -374 -7%
Fisher Asset Management
707
Fisher Asset Management
Washington
$224K -$163K -3,777 -42%
First Manhattan
708
First Manhattan
New York
$224K – – –
CCA
709
Clearwater Capital Advisors
Illinois
$224K +$224K +5,180 New
QCG
710
Quadrant Capital Group
Ohio
$222K +$7.48K +173 +3%
BP
711
Ballentine Partners
Massachusetts
$222K -$11.5K -266 -5%
KFI
712
Key Financial Inc
Pennsylvania
$221K – – –
MHS
713
M Holdings Securities
Oregon
$221K +$221K +5,112 New
CFB
714
Cullen/Frost Bankers
Texas
$221K -$37.8K -874 -15%
CIA
715
Compass Ion Advisors
Pennsylvania
$220K +$220K +5,097 New
MOS
716
MGO One Seven
Ohio
$220K +$220K +5,096 New
QC
717
Quent Capital
New York
$220K +$2.33K +54 +1%
GP
718
Girard Partners
Pennsylvania
$219K +$219K +5,074 New
PFM
719
Patton Fund Management
Texas
$219K +$219K +5,057 New
SIA
720
Schechter Investment Advisors
Michigan
$218K -$14.4K -334 -6%
EBWM
721
Eagle Bluffs Wealth Management
Missouri
$216K +$216K +5,005 New
FIA
722
Foundations Investment Advisors
Arizona
$216K +$216K +5,002 New
SIM
723
Sandia Investment Management
Massachusetts
$216K – – –
PP
724
Patten & Patten
Tennessee
$216K +$216K +4,996 New
IPAM
725
ICICI Prudential Asset Management
India
$216K +$58.1K +1,343 +37%
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