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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 %
OSNBOA
776
Old Second National Bank of Aurora
Illinois
$123K +$7.95K +184 +7%
AA
777
Alta Advisers
United Kingdom
$121K – – –
TCWA
778
Ten Capital Wealth Advisors
Washington
$120K -$40.3K -932 -25%
WSC
779
Wellington Shields & Co
New York
$117K – – –
GTCM
780
Gyon Technologies Capital Management
New Jersey
$116K +$116K +2,686 New
JFA
781
JNBA Financial Advisors
Minnesota
$114K – – –
SOW
782
State of Wyoming
Wyoming
$114K +$114K +2,644 New
ATC
783
Adirondack Trust Company
New York
$112K +$3.24K +75 +3%
GWS
784
Glassman Wealth Services
Virginia
$109K +$86 +2 +0.1%
SWA
785
SOA Wealth Advisors
New York
$108K +$67.6K +1,564 +166%
FWM
786
Focused Wealth Management
New York
$105K +$216 +5 +0.2%
DMBA
787
Deseret Mutual Benefit Administrators
Utah
$102K -$97K -2,244 -49%
Dimensional Fund Advisors
788
Dimensional Fund Advisors
Texas
$101K +$2.46K +56,968 +2%
LC
789
Lindbrook Capital
California
$100K +$68K +1,572 +209%
WTC
790
WhitTier Trust Company
Nevada
$99.5K -$38.4K -889 -28%
T
791
TOBAM
France
$98K -$123K -2,846 -56%
EDRH
792
Edmond de Rothschild Holding
Switzerland
$97.3K +$10.9K +252 +13%
SIM
793
Sentry Investment Management
Wisconsin
$97K -$192K -4,432 -66%
MA
794
MCF Advisors
Kentucky
$96.9K – – –
NF
795
Norwood Financial
Pennsylvania
$95.5K – – –
DAM
796
Delta Asset Management
Tennessee
$93.9K +$93.9K +2,171 New
MFA
797
McClarren Financial Advisors
Pennsylvania
$88K +$689 +16 +0.8%
CSPIA
798
Cary Street Partners Investment Advisory
Virginia
$86.6K +$86.6K +2,004 New
3IP
799
3Chopt Investment Partners
Virginia
$86.2K +$86.2K +1,994 New
WT
800
Washington Trust
Rhode Island
$84K – – –
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32
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