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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
GWS
801
Glassman Wealth Services
Virginia
$75.3K -$29.8K -714 -28%
LCM
802
Logan Capital Management
Pennsylvania
$72.9K
LC
803
Lindbrook Capital
California
$72.1K -$25.1K -602 -26%
GCM
804
Gables Capital Management
Florida
$71.2K
POIA
805
Pin Oak Investment Advisors
Texas
$71K
TWA
806
TCI Wealth Advisors
Arizona
$71K +$43K +1,031 +155%
MHR
807
Matthew Hamilton Rosenberg
$69.6K
WT
808
Washington Trust
Rhode Island
$69.1K -$12.2K -293 -15%
AAG
809
Armstrong Advisory Group
Massachusetts
$68.9K
WB
810
Webster Bank
Connecticut
$68K
PWMG
811
Prestige Wealth Management Group
New Jersey
$67.6K +$542 +13 +0.8%
IGWM
812
ICA Group Wealth Management
Colorado
$67.2K
MA
813
Montag & Associates
Georgia
$66K
VC
814
Vestor Capital
Illinois
$65K
SIS
815
Strategic Investment Solutions
Illinois
$64.8K +$64.5K +1,548 New
FFA
816
Farther Finance Advisors
California
$60K +$1.79K +43 +3%
CA
817
Clearstead Advisors
Ohio
$59.5K +$23K +552 +64%
ZB
818
Zions Bancorporation
Utah
$58.4K -$4.04K -97 -7%
PFG
819
Piershale Financial Group
Illinois
$56.8K
WWM
820
Wolff Wiese Magana
California
$56.2K +$208 +5 +0.4%
WPWM
821
Western Pacific Wealth Management
Illinois
$55.6K +$45.9K +1,102 +490%
CSB
822
City State Bank
Iowa
$55K
PFA
823
Pathway Financial Advisers
Indiana
$54.4K -$3.08K -74 -5%
LF
824
Lee Financial
Texas
$54.2K -$417 -10 -0.8%
SWA
825
Sutton Wealth Advisors
Florida
$53.6K -$69.5K -1,668 -57%

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.