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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
726
Lake Street Private Wealth
Illinois
$214K +$214K +4,971 New
CL
727
Choreo LLC
Illinois
$214K +$214K +4,950 New
CG
728
Caprock Group
Idaho
$213K +$213K +4,924 New
RCA
729
Resonant Capital Advisors
Wisconsin
$213K +$213K +4,919 New
TSWM
730
Tyler-Stone Wealth Management
Ohio
$212K – – –
SWM
731
SFG Wealth Management
Maryland
$212K +$212K +4,900 New
BWG
732
Beta Wealth Group
California
$212K +$212K +4,900 New
BWAM
733
Boyd Watterson Asset Management
Ohio
$211K +$211K +4,882 New
MWM
734
Marion Wealth Management
Pennsylvania
$210K +$210K +4,859 New
GWM
735
Geneos Wealth Management
Colorado
$210K -$4.15K -96 -2%
AT
736
American Trust
Kentucky
$209K +$209K +4,839 New
GIA
737
Gateway Investment Advisers
Ohio
$209K +$209K +4,835 New
HI
738
Harbour Investments
Wisconsin
$209K +$21K +486 +11%
RCAG
739
Rehmann Capital Advisory Group
Michigan
$209K +$209K +4,827 New
QCIG
740
Quad-Cities Investment Group
Iowa
$208K +$208K +4,813 New
SWM
741
Spire Wealth Management
Virginia
$207K -$5.06M -116,801 -96%
Jacobs Levy Equity Management
742
Jacobs Levy Equity Management
New Jersey
$206K +$206K +4,775 New
GC
743
Grimes & Company
Massachusetts
$204K +$204K +4,724 New
NL
744
NWAM LLC
Washington
$203K +$203K +4,705 New
BHBT
745
Burke & Herbert Bank & Trust
Virginia
$203K +$203K +4,694 New
UAML
746
US Asset Management LLC
Pennsylvania
$203K +$203K +4,702 New
C
747
Covestor
United Kingdom
$202K +$26.8K +620 +15%
1SB
748
1ST Source Bank
Indiana
$202K +$202K +4,668 New
AWAP
749
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$201K +$201K +4,654 New
PFBT
750
Parkside Financial Bank & Trust
Missouri
$199K -$18.4K -425 -8%
28 29
30
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