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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
PFSC
751
Peoples Financial Services Corp
Pennsylvania
$196K -$204K -4,896 -51%
HI
752
Harbour Investments
Wisconsin
$196K -$6.71K -161 -3%
NOI
753
Newton One Investments
Delaware
$192K
PFBT
754
Parkside Financial Bank & Trust
Missouri
$188K -$4.63K -111 -2%
BBHC
755
Brown Brothers Harriman & Co
New York
$188K +$5.5K +132 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
756
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$185K +$184K +4,417 New
GI
757
Gradient Investments
Minnesota
$183K +$42 +1 +0%
GWM
758
Geneos Wealth Management
Colorado
$178K -$24.8K -595 -12%
First Manhattan
759
First Manhattan
New York
$175K -$41.7K -1,000 -19%
CBT
760
CoreFirst Bank & Trust
Kansas
$169K
TFA
761
Transamerica Financial Advisors
Florida
$158K -$138K -3,322 -47%
WT
762
Whittier Trust
California
$157K -$223K -5,343 -59%
CHA
763
Carmichael Hill & Associates
Maryland
$154K +$8.5K +204 +6%
TF
764
Tompkins Financial
New York
$152K
KTC
765
Kistler-Tiffany Companies
Pennsylvania
$146K +$83 +2 +0.1%
CFGS
766
Concourse Financial Group Securities
Alabama
$145K +$2.75K +66 +2%
EARNEST Partners
767
EARNEST Partners
Georgia
$142K
Citadel Advisors
768
Citadel Advisors
Florida
$140K -$40.6M -974,729 -100%
BFEC
769
Benjamin F. Edwards & Company
Missouri
$137K +$5.04K +121 +4%
OSNBOA
770
Old Second National Bank of Aurora
Illinois
$137K +$18K +431 +15%
CHC
771
City Holding Co
West Virginia
$136K -$14K -335 -9%
VNA
772
Valley National Advisers
Pennsylvania
$135K
EBA
773
Eagle Bay Advisors
New York
$124K -$40.1K -963 -25%
HCP
774
Hexagon Capital Partners
Arkansas
$124K -$4.58K -110 -4%
FMII
775
Farmers & Merchants Investments Inc
Nebraska
$121K -$329K -7,896 -73%

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.