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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$82.5M +$456K +11,542 +0.6%
Point72 Asset Management
52
Point72 Asset Management
Connecticut
$79.7M +$20.2M +512,300 +38%
National Pension Service
53
National Pension Service
South Korea
$77.4M +$1.61M +40,828 +2%
Barclays
54
Barclays
United Kingdom
$76.7M +$14.1M +355,779 +25%
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$76.6M -$9.02M -228,360 -11%
Millennium Management
56
Millennium Management
New York
$76.1M +$33.8M +855,745 +95%
Adage Capital Partners
57
Adage Capital Partners
Massachusetts
$75M +$14.8M +375,300 +28%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$74.4M +$1.51M +38,327 +2%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$73.2M +$307K +7,763 +0.5%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$71.1M +$11.2M +283,602 +21%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$69.9M -$5.03M -127,289 -7%
APG Asset Management
62
APG Asset Management
Netherlands
$69.5M +$12.8M +324,184 +25%
ClearBridge Investments
63
ClearBridge Investments
New York
$69.1M +$677K +17,134 +1%
1832 Asset Management
64
1832 Asset Management
Ontario, Canada
$64.2M -$21.3M -538,987 -27%
Robeco Institutional Asset Management
65
Robeco Institutional Asset Management
Netherlands
$63.7M -$3.43M -86,739 -6%
AllianceBernstein
66
AllianceBernstein
Tennessee
$63.5M +$7.52M +190,466 +15%
MHI
67
Miller Howard Investments
New York
$62.1M -$3.05M -77,198 -5%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$61.6M -$6.04M -152,831 -10%
UBS Group
69
UBS Group
Switzerland
$57.3M -$21.2M -536,601 -29%
PAM
70
Panagora Asset Management
Massachusetts
$56.6M -$1.71M -43,164 -3%
CS
71
Credit Suisse
Switzerland
$56M +$7.43M +187,937 +17%
ZP
72
Zimmer Partners
New York
$54.7M +$50M +1,264,300 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$52.5M +$13.6M +344,457 +40%
PI
74
PineBridge Investments
New York
$52.2M +$35.4M +895,379 +286%
RFC
75
Regions Financial Corp
Alabama
$51.1M +$4.57M +115,669 +11%

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.