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999 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $303M | Put options by funds: $98.6M

29% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 315

22% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.12% more ownership

Funds ownership: 81.99%82.12% (+0.12%)

1% less funds holding

Funds holding: 1,005999 (-6)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$896M)

Holders
999
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
88
Increased
406
Reduced
315
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
701
Insight Folios
North Carolina
$233K +$2.04K +49 +0.9%
MIM
702
MTM Investment Management
South Carolina
$233K
SCA
703
Stonebridge Capital Advisors
Minnesota
$233K +$5K +120 +2%
CWM
704
Connecticut Wealth Management
Connecticut
$231K -$21.4K -513 -9%
FLPIM
705
F.L. Putnam Investment Management
Massachusetts
$231K -$2.23M -53,393 -91%
CI
706
Conning Inc
Connecticut
$230K -$2.83K -68 -1%
CDH
707
Charles D. Hyman
$230K
CL
708
Choreo LLC
Illinois
$228K +$20.9K +501 +10%
JIC
709
Johnson Investment Counsel
Ohio
$228K -$17.3K -414 -7%
CA
710
Calton & Associates
Florida
$228K -$3.29K -79 -1%
ZIG
711
Zuckerman Investment Group
Illinois
$227K +$7.29K +175 +3%
WDG
712
Wealth Dimensions Group
Ohio
$227K
APW
713
Aurora Private Wealth
New Jersey
$227K -$3.71K -89 -2%
BW
714
Bison Wealth
Georgia
$227K -$27.5K -660 -11%
DSC
715
Duncker Streett & Co
Missouri
$226K
VT
716
Vise Technologies
New York
$225K -$143K -3,421 -39%
NFG
717
Nadler Financial Group
Illinois
$225K +$292 +7 +0.1%
AI
718
Atom Investors
Texas
$225K +$224K +5,365 New
AC
719
Allstate Corporation
Illinois
$223K -$1.12M -26,969 -83%
BWG
720
Beta Wealth Group
California
$222K +$16.7K +400 +8%
PD
721
Planning Directions
Pennsylvania
$222K +$417 +10 +0.2%
RPCONE
722
Retirement Planning Company of New England
Rhode Island
$222K
GEA
723
Glen Eagle Advisors
New Jersey
$220K +$77K +1,848 +54%
QCG
724
Quadrant Capital Group
Ohio
$220K +$4.63K +111 +2%
CW
725
CreativeOne Wealth
Kansas
$219K +$218K +5,239 New

EXC Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2023, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EXC positions and 72 closed out — a net gain of 16 holders — while 406 added to existing stakes and 315 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $430M. The largest seller was GQG Partners, cutting an estimated $674M.

  • 999 institutional investors held Exelon (EXC) as of Q1 2023, down from 1,005 in Q4 2022.
  • Funds reported $34.2B of Exelon stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 88 funds opened new Exelon positions in Q1 2023 and 72 closed out, a net change of +16 holders.
  • The largest Exelon buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $430M added.
  • The largest Exelon seller in Q1 2023 was GQG Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2023.