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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 %
NOI
751
Newton One Investments
Delaware
$198K – – –
GI
752
Gradient Investments
Minnesota
$188K -$24.9K -576 -12%
BBHC
753
Brown Brothers Harriman & Co
New York
$188K -$1.82K -42 -1%
DCM
754
Dupont Capital Management
Delaware
$175K -$16.9K -390 -9%
CBT
755
CoreFirst Bank & Trust
Kansas
$174K – – –
USCWA
756
U.S. Capital Wealth Advisors
Texas
$171K +$171K +3,961 New
EBA
757
Eagle Bay Advisors
New York
$170K +$42.2K +977 +33%
TF
758
Tompkins Financial
New York
$157K – – –
BTI
759
Blue Trust Inc
Georgia
$156K +$21.2K +567 +16%
AWM
760
Accurate Wealth Management
Florida
$156K +$156K +3,568 New
CHC
761
City Holding Co
West Virginia
$154K – – –
KTC
762
Kistler-Tiffany Companies
Pennsylvania
$150K +$86 +2 +0.1%
CHA
763
Carmichael Hill & Associates
Maryland
$150K +$216 +5 +0.1%
GEA
764
Glen Eagle Advisors
New Jersey
$147K – – –
CFGS
765
Concourse Financial Group Securities
Alabama
$147K +$10.9K +253 +8%
EARNEST Partners
766
EARNEST Partners
Georgia
$147K -$72.3K -1,672 -33%
O
767
Ossiam
France
$144K -$7.57M -175,036 -98%
VNA
768
Valley National Advisers
Pennsylvania
$137K -$10.2K -232 -7%
BFEC
769
Benjamin F. Edwards & Company
Missouri
$136K +$31.4K +726 +30%
GJIA
770
Glass Jacobson Investment Advisors
Maryland
$136K +$136K +3,137 New
HCP
771
Hexagon Capital Partners
Arkansas
$133K -$24.2K -560 -15%
SSB
772
Sandy Spring Bank
Maryland
$131K +$40.6K +939 +45%
SWA
773
Sutton Wealth Advisors
Florida
$127K +$5.53K +128 +5%
EWA
774
EverSource Wealth Advisors
Alabama
$127K -$22.4K -519 -15%
HBW
775
Hazlett, Burt & Watson
West Virginia
$124K +$607 +14 +0.5%
29 30
31
32 33