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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$404M
2
BC
Brookfield Corp
Ontario, Canada
+$152M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
4
Macquarie Group
Macquarie Group
Australia
+$108M
5
Norges Bank
Norges Bank
Norway
+$97M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$676M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$159M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$147M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
5
Prudential Financial
Prudential Financial
New Jersey
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
776
Farmers & Merchants Investments Inc
Nebraska
$113K -$4.24K -104 -4%
IFAM
777
Institutional & Family Asset Management
Colorado
$113K +$35.2K +865 +45%
OSNBOA
778
Old Second National Bank of Aurora
Illinois
$113K -$20.4K -500 -15%
MPWT
779
MassMutual Private Wealth & Trust
Connecticut
$112K +$21.7K +532 +24%
MA
780
MCF Advisors
Kentucky
$108K – – –
JFA
781
JNBA Financial Advisors
Minnesota
$108K – – –
SIM
782
Sandia Investment Management
Massachusetts
$102K -$102K -2,500 -50%
FWM
783
Focused Wealth Management
New York
$99.6K +$285 +7 +0.3%
DMBA
784
Deseret Mutual Benefit Administrators
Utah
$97.3K +$1.51K +37 +2%
EDRH
785
Edmond de Rothschild Holding
Switzerland
$96.6K -$6.36K -156 -6%
WPWM
786
Western Pacific Wealth Management
Illinois
$91.5K +$37.4K +919 +69%
CFGS
787
Concourse Financial Group Securities
Alabama
$91.1K -$50.1K -1,229 -35%
WTC
788
WhitTier Trust Company
Nevada
$91K +$367 +9 +0.4%
NF
789
Norwood Financial
Pennsylvania
$90K – – –
HPC
790
HM Payson & Co
Maine
$89.3K +$12.6K +310 +16%
DAM
791
Delta Asset Management
Tennessee
$88.4K – – –
CSPIA
792
Cary Street Partners Investment Advisory
Virginia
$86.3K -$8.07K -198 -9%
TCOV
793
Trust Company of Vermont
Vermont
$84.9K – – –
SWA
794
SOA Wealth Advisors
New York
$83K +$733 +18 +0.9%
FPB
795
First PREMIER Bank
South Dakota
$77K – – –
LC
796
Lindbrook Capital
California
$77K +$6.84K +168 +10%
CNBTD
797
Citizens National Bank Trust Department
Mississippi
$75.4K – – –
LCM
798
Logan Capital Management
Pennsylvania
$70.9K – – –
FCAG
799
First Capital Advisors Group
New Jersey
$70.3K +$70.3K +1,725 New
CFO
800
CVA Family Office
Colorado
$70.1K -$16.3K -401 -19%
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