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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
HCP
776
Hexagon Capital Partners
Arkansas
$133K -$22.1K -560 -15%
SSB
777
Sandy Spring Bank
Maryland
$131K +$37.1K +939 +45%
SWA
778
Sutton Wealth Advisors
Florida
$127K +$5.06K +128 +5%
EWA
779
EverSource Wealth Advisors
Alabama
$127K -$20.5K -519 -15%
HBW
780
Hazlett, Burt & Watson
West Virginia
$124K +$553 +14 +0.5%
OSNBOA
781
Old Second National Bank of Aurora
Illinois
$123K +$7.27K +184 +7%
AA
782
Alta Advisers
United Kingdom
$121K
TCWA
783
Ten Capital Wealth Advisors
Washington
$120K -$36.8K -932 -25%
WSC
784
Wellington Shields & Co
New York
$117K
GTCM
785
Gyon Technologies Capital Management
New Jersey
$116K +$106K +2,686 New
JFA
786
JNBA Financial Advisors
Minnesota
$114K
SOW
787
State of Wyoming
Wyoming
$114K +$104K +2,644 New
ATC
788
Adirondack Trust Company
New York
$112K +$2.96K +75 +3%
GWS
789
Glassman Wealth Services
Virginia
$109K +$79 +2 +0.1%
SWA
790
SOA Wealth Advisors
New York
$108K +$61.8K +1,564 +166%
FWM
791
Focused Wealth Management
New York
$105K +$198 +5 +0.2%
DMBA
792
Deseret Mutual Benefit Administrators
Utah
$102K -$88.7K -2,244 -49%
Dimensional Fund Advisors
793
Dimensional Fund Advisors
Texas
$101K +$2.25M +56,968 +2%
LC
794
Lindbrook Capital
California
$100K +$62.1K +1,572 +209%
WTC
795
WhitTier Trust Company
Nevada
$99.5K -$35.1K -889 -28%
T
796
TOBAM
France
$98K -$112K -2,846 -56%
EDRH
797
Edmond de Rothschild Holding
Switzerland
$97.3K +$9.96K +252 +13%
SIM
798
Sentry Investment Management
Wisconsin
$97K -$175K -4,432 -66%
MA
799
MCF Advisors
Kentucky
$96.9K
NF
800
Norwood Financial
Pennsylvania
$95.5K

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.