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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
UAML
751
US Asset Management LLC
Pennsylvania
$203K +$186K +4,702 New
C
752
Covestor
United Kingdom
$202K +$24.5K +620 +15%
1SB
753
1ST Source Bank
Indiana
$202K +$184K +4,668 New
AWAP
754
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$201K +$184K +4,654 New
PFBT
755
Parkside Financial Bank & Trust
Missouri
$199K -$16.8K -425 -8%
NOI
756
Newton One Investments
Delaware
$198K
GI
757
Gradient Investments
Minnesota
$188K -$22.8K -576 -12%
BBHC
758
Brown Brothers Harriman & Co
New York
$188K -$1.66K -42 -1%
DCM
759
Dupont Capital Management
Delaware
$175K -$15.4K -390 -9%
CBT
760
CoreFirst Bank & Trust
Kansas
$174K
USCWA
761
U.S. Capital Wealth Advisors
Texas
$171K +$156K +3,961 New
EBA
762
Eagle Bay Advisors
New York
$170K +$38.6K +977 +33%
TF
763
Tompkins Financial
New York
$157K
BTI
764
Blue Trust Inc
Georgia
$156K +$22.4K +567 +16%
AWM
765
Accurate Wealth Management
Florida
$156K +$141K +3,568 New
CHC
766
City Holding Co
West Virginia
$154K
KTC
767
Kistler-Tiffany Companies
Pennsylvania
$150K +$79 +2 +0.1%
CHA
768
Carmichael Hill & Associates
Maryland
$150K +$198 +5 +0.1%
GEA
769
Glen Eagle Advisors
New Jersey
$147K
CFGS
770
Concourse Financial Group Securities
Alabama
$147K +$10K +253 +8%
EARNEST Partners
771
EARNEST Partners
Georgia
$147K -$66.1K -1,672 -33%
O
772
Ossiam
France
$144K -$6.92M -175,036 -98%
VNA
773
Valley National Advisers
Pennsylvania
$137K -$9.17K -232 -7%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$136K +$28.7K +726 +30%
GJIA
775
Glass Jacobson Investment Advisors
Maryland
$136K +$124K +3,137 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.