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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$404M
2
BC
Brookfield Corp
Ontario, Canada
+$152M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
4
Macquarie Group
Macquarie Group
Australia
+$108M
5
Norges Bank
Norges Bank
Norway
+$97M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$676M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$159M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$147M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
5
Prudential Financial
Prudential Financial
New Jersey
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
726
Clearwater Capital Advisors
Illinois
$211K – – –
RCA
727
Resonant Capital Advisors
Wisconsin
$211K +$8.6K +211 +4%
ANTB
728
AMG National Trust Bank
Colorado
$210K -$82.5K -2,025 -28%
GFWA
729
Grey Fox Wealth Advisors
Delaware
$209K -$61.5K -1,510 -23%
ATC
730
Argent Trust Co
Tennessee
$209K +$1.75K +43 +0.8%
QC
731
Quent Capital
New York
$207K – – –
CA
732
Claro Advisors
Massachusetts
$207K +$207K +5,087 New
NP
733
NorthRock Partners
Minnesota
$205K -$23.4K -574 -10%
4WM
734
44 Wealth Management
Oregon
$205K -$22.7K -557 -10%
PP
735
Patten & Patten
Tennessee
$205K +$1.63K +40 +0.8%
KC
736
Kepos Capital
New York
$205K +$205K +5,025 New
GA
737
Geller Advisors
New York
$205K +$205K +5,021 New
EBWM
738
Eagle Bluffs Wealth Management
Missouri
$204K – – –
SFS
739
Stiles Financial Services
Minnesota
$204K +$204K +5,002 New
NRG
740
Nemes Rush Group
Michigan
$203K +$203K +4,990 New
HFM
741
Harvest Fund Management
China
$203K +$87.7K +2,154 +76%
AC
742
ASB Consultores
Florida
$201K +$201K +4,945 New
BWAM
743
Boyd Watterson Asset Management
Ohio
$201K +$815 +20 +0.4%
TSWM
744
Tyler-Stone Wealth Management
Ohio
$200K +$200K +4,908 New
GWM
745
Geneos Wealth Management
Colorado
$195K +$22K +541 +13%
PFSC
746
Peoples Financial Services Corp
Pennsylvania
$190K – – –
NOI
747
Newton One Investments
Delaware
$187K – – –
HI
748
Harbour Investments
Wisconsin
$185K -$5.09K -125 -3%
SFFS
749
Stonehage Fleming Financial Services
Jersey
$184K +$184K +4,505 New
BBHC
750
Brown Brothers Harriman & Co
New York
$182K -$285 -7 -0.2%
28 29
30
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