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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
EBWM
726
Eagle Bluffs Wealth Management
Missouri
$216K +$198K +5,005 New
FIA
727
Foundations Investment Advisors
Arizona
$216K +$198K +5,002 New
SIM
728
Sandia Investment Management
Massachusetts
$216K
PP
729
Patten & Patten
Tennessee
$216K +$197K +4,996 New
IPAM
730
ICICI Prudential Asset Management
India
$216K +$53.1K +1,343 +37%
LSPW
731
Lake Street Private Wealth
Illinois
$214K +$196K +4,971 New
CL
732
Choreo LLC
Illinois
$214K +$196K +4,950 New
CG
733
Caprock Group
Idaho
$213K +$195K +4,924 New
RCA
734
Resonant Capital Advisors
Wisconsin
$213K +$194K +4,919 New
TSWM
735
Tyler-Stone Wealth Management
Ohio
$212K
SWM
736
SFG Wealth Management
Maryland
$212K +$194K +4,900 New
BWG
737
Beta Wealth Group
California
$212K +$194K +4,900 New
BWAM
738
Boyd Watterson Asset Management
Ohio
$211K +$193K +4,882 New
MWM
739
Marion Wealth Management
Pennsylvania
$210K +$192K +4,859 New
GWM
740
Geneos Wealth Management
Colorado
$210K -$3.79K -96 -2%
AT
741
American Trust
Kentucky
$209K +$191K +4,839 New
GIA
742
Gateway Investment Advisers
Ohio
$209K +$191K +4,835 New
HI
743
Harbour Investments
Wisconsin
$209K +$19.2K +486 +11%
RCAG
744
Rehmann Capital Advisory Group
Michigan
$209K +$191K +4,827 New
QCIG
745
Quad-Cities Investment Group
Iowa
$208K +$190K +4,813 New
SWM
746
Spire Wealth Management
Virginia
$207K -$4.61M -116,801 -96%
Jacobs Levy Equity Management
747
Jacobs Levy Equity Management
New Jersey
$206K +$189K +4,775 New
GC
748
Grimes & Company
Massachusetts
$204K +$187K +4,724 New
NL
749
NWAM LLC
Washington
$203K +$186K +4,705 New
BHBT
750
Burke & Herbert Bank & Trust
Virginia
$203K +$185K +4,694 New

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.