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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$404M
2
BC
Brookfield Corp
Ontario, Canada
+$152M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
4
Macquarie Group
Macquarie Group
Australia
+$108M
5
Norges Bank
Norges Bank
Norway
+$97M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$676M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$159M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$147M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
5
Prudential Financial
Prudential Financial
New Jersey
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
701
Connecticut Wealth Management
Connecticut
$224K -$774 -19 -0.3%
CDH
702
Charles D. Hyman
$224K – – –
GEA
703
Glen Eagle Advisors
New Jersey
$223K +$8.84K +217 +4%
BWFA
704
Baltimore-Washington Financial Advisors
Maryland
$223K -$26.6K -654 -11%
DWP
705
Destiny Wealth Partners
Florida
$222K +$222K +5,225 New
CA
706
Calton & Associates
Florida
$222K +$1.02K +25 +0.5%
BL
707
Balentine LLC
Georgia
$222K -$275K -6,756 -55%
SCA
708
Stonebridge Capital Advisors
Minnesota
$222K -$4.89K -120 -2%
ZIG
709
Zuckerman Investment Group
Illinois
$221K – – –
APW
710
Aurora Private Wealth
New Jersey
$221K – – –
WDG
711
Wealth Dimensions Group
Ohio
$221K – – –
DSC
712
Duncker Streett & Co
Missouri
$220K – – –
NFG
713
Nadler Financial Group
Illinois
$219K +$285 +7 +0.1%
AFG
714
ABLE Financial Group
Arizona
$217K +$217K +5,327 New
PD
715
Planning Directions
Pennsylvania
$216K +$407 +10 +0.2%
CSS
716
Cubist Systematic Strategies
Connecticut
$216K -$2.48M -60,814 -92%
SOW
717
State of Wyoming
Wyoming
$216K +$6.84K +168 +3%
TCM
718
Telos Capital Management
California
$216K +$216K +5,297 New
RPCONE
719
Retirement Planning Company of New England
Rhode Island
$215K – – –
TIMH
720
Tilt Investment Management Holdings
New York
$214K – – –
BP
721
Ballentine Partners
Massachusetts
$213K +$213K +5,232 New
TTWM
722
TCV Trust & Wealth Management
Virginia
$213K – – –
SMC
723
Smith, Moore & Co
Missouri
$213K -$22.4K -550 -10%
AC
724
Allstate Corporation
Illinois
$212K -$5.79K -142 -3%
CIA
725
Compass Ion Advisors
Pennsylvania
$211K +$1.87K +46 +0.9%
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