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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
Barclays
51
Barclays
United Kingdom
$88.6M +$14.2M +341,298 +19%
Jennison Associates
52
Jennison Associates
New York
$86.4M -$68.2M -1,637,024 -44%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$84.8M +$4.83M +115,849 +6%
Barrow, Hanley, Mewhinney & Strauss
54
Barrow, Hanley, Mewhinney & Strauss
Texas
$76.8M +$2.61M +62,590 +4%
National Pension Service
55
National Pension Service
South Korea
$74M -$171K -4,097 -0.2%
CS
56
Credit Suisse
Switzerland
$73M +$18.6M +446,124 +34%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$72.7M +$4.88M +117,080 +7%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$71M +$8.69M +208,388 +14%
COPPSERS
59
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$70.6M +$63.3M +1,518,257 +904%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$70.4M -$588K -14,110 -0.8%
UBS Group
61
UBS Group
Switzerland
$68.5M +$12.9M +310,220 +23%
MHI
62
Miller Howard Investments
New York
$68.2M +$8.07M +193,683 +13%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$68M -$4.09M -98,007 -6%
Jane Street
64
Jane Street
New York
$67.4M +$66.6M +1,598,146 +13,471%
APG Asset Management
65
APG Asset Management
Netherlands
$66M +$4.36M +104,713 +7%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$65.8M -$6.91M -165,700 -10%
ClearBridge Investments
67
ClearBridge Investments
New York
$65.6M -$1.39M -33,243 -2%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$64.7M -$157M -3,778,129 -71%
WHRC
69
W.H. Reaves & Co
New Jersey
$62.8M +$20.6M +493,223 +49%
Robeco Institutional Asset Management
70
Robeco Institutional Asset Management
Netherlands
$59.7M -$2.09M -50,164 -3%
Axa
71
Axa
France
$58.3M +$41.3M +991,287 +248%
Korea Investment Corp
72
Korea Investment Corp
South Korea
$57.4M +$19.6M +469,027 +52%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$56.8M +$18.2M +436,411 +47%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$54.8M -$46.7M -1,120,265 -46%
CVA
75
Ceredex Value Advisors
Florida
$54.8M +$54.5M +1,308,450 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.