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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 %
SC
801
SouthState Corp
Florida
$82.4K – – –
HPC
802
HM Payson & Co
Maine
$81.4K +$3.55K +82 +5%
FPB
803
First PREMIER Bank
South Dakota
$81K – – –
CNBTD
804
Citizens National Bank Trust Department
Mississippi
$80K – – –
IFAM
805
Institutional & Family Asset Management
Colorado
$79.2K -$7.09K -164 -8%
TCOV
806
Trust Company of Vermont
Vermont
$77.8K -$10.8K -250 -12%
LCM
807
Logan Capital Management
Pennsylvania
$75.2K -$32.9K -760 -30%
GCM
808
Gables Capital Management
Florida
$73.5K -$4.32K -100 -6%
POIA
809
Pin Oak Investment Advisors
Texas
$73K – – –
MHR
810
Matthew Hamilton Rosenberg
$71.9K +$43 +1 +0.1%
AAG
811
Armstrong Advisory Group
Massachusetts
$71.1K +$71.1K +1,645 New
Loomis, Sayles & Company
812
Loomis, Sayles & Company
Massachusetts
$71K +$49.4K +1,139 +228%
WB
813
Webster Bank
Connecticut
$70K – – –
IGWM
814
ICA Group Wealth Management
Colorado
$69.3K -$867K -20,066 -93%
PWMG
815
Prestige Wealth Management Group
New Jersey
$69.2K – – –
MA
816
Montag & Associates
Georgia
$68.1K – – –
VC
817
Vestor Capital
Illinois
$67K +$2.42K +56 +4%
NSB
818
Norway Savings Bank
Maine
$66.1K -$6.05K -140 -8%
ZB
819
Zions Bancorporation
Utah
$64.5K -$2.81K -65 -4%
TFS
820
TrustCore Financial Services
Tennessee
$62.9K -$18.9K -437 -23%
CG
821
Cutler Group
California
$61K -$14.8K -349 -20%
FFA
822
Farther Finance Advisors
California
$60K +$60K +1,389 New
PFA
823
Pathway Financial Advisers
Indiana
$59.4K +$59.4K +1,373 New
PFG
824
Piershale Financial Group
Illinois
$58.6K +$58.6K +1,357 New
WWM
825
Wolff Wiese Magana
California
$57.8K -$216 -5 -0.4%
31 32
33
34 35