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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
TTWM
726
TCV Trust & Wealth Management
Virginia
$219K -$584 -14 -0.3%
CFB
727
Cullen/Frost Bankers
Texas
$218K +$4.29K +103 +2%
Fisher Asset Management
728
Fisher Asset Management
Washington
$218K +$500 +12 +0.2%
CCA
729
Clearwater Capital Advisors
Illinois
$217K
PFS
730
Prospera Financial Services
Texas
$216K +$215K +5,159 New
CIA
731
Compass Ion Advisors
Pennsylvania
$215K +$1.88K +45 +0.9%
SOW
732
State of Wyoming
Wyoming
$215K +$104K +2,487 +94%
QC
733
Quent Capital
New York
$213K
TIMH
734
Tilt Investment Management Holdings
New York
$213K +$219K +5,254 New
ATC
735
Argent Trust Co
Tennessee
$213K -$8.13K -195 -4%
RCAG
736
Rehmann Capital Advisory Group
Michigan
$211K +$8.5K +204 +4%
EBWM
737
Eagle Bluffs Wealth Management
Missouri
$210K
SIM
738
Sandia Investment Management
Massachusetts
$209K
PP
739
Patten & Patten
Tennessee
$209K
SIA
740
Schechter Investment Advisors
Michigan
$208K -$3.33K -80 -2%
RCA
741
Resonant Capital Advisors
Wisconsin
$208K +$1.63K +39 +0.8%
BWAM
742
Boyd Watterson Asset Management
Ohio
$206K +$1.67K +40 +0.8%
APP
743
Avantax Planning Partners
Iowa
$205K +$204K +4,904 New
BTI
744
Blue Trust Inc
Georgia
$204K +$23.1K +554 +13%
MWM
745
Marion Wealth Management
Pennsylvania
$204K
FHA
746
First Horizon Advisors
Tennessee
$203K -$31.1K -746 -13%
SOAMC
747
Spirit of America Management Corp
New York
$203K +$202K +4,850 New
MWM
748
Mission Wealth Management
California
$202K +$201K +4,832 New
QCM
749
Qsemble Capital Management
New York
$201K +$200K +4,800 New
UAML
750
US Asset Management LLC
Pennsylvania
$197K

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.