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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 %
GWS
801
Glassman Wealth Services
Virginia
$70.1K -$3.1K -76 -4%
GCM
802
Gables Capital Management
Florida
$69.3K – – –
POIA
803
Pin Oak Investment Advisors
Texas
$69K – – –
MHR
804
Matthew Hamilton Rosenberg
$67.8K +$41 +1 +0.1%
WT
805
Washington Trust
Rhode Island
$67.2K – – –
AAG
806
Armstrong Advisory Group
Massachusetts
$67K – – –
WB
807
Webster Bank
Connecticut
$66.1K – – –
PWMG
808
Prestige Wealth Management Group
New Jersey
$65.8K – – –
IGWM
809
ICA Group Wealth Management
Colorado
$64.7K -$733 -18 -1%
MA
810
Montag & Associates
Georgia
$64.2K – – –
CIA
811
Cape Investment Advisory
Georgia
$62.9K -$37.1K -910 -37%
SSB
812
Sandy Spring Bank
Maryland
$62.9K -$19.8K -487 -24%
Jones Financial Companies
813
Jones Financial Companies
Missouri
$62.1K +$10.8K +265 +21%
VC
814
Vestor Capital
Illinois
$62K -$729 -18 -1%
FFA
815
Farther Finance Advisors
California
$60K +$1.67K +41 +3%
OP
816
ORG Partners
Indiana
$58K +$58K +1,416 New
ZB
817
Zions Bancorporation
Utah
$56.7K -$81 -2 -0.1%
PFG
818
Piershale Financial Group
Illinois
$55.3K – – –
WWM
819
Wolff Wiese Magana
California
$54.5K -$204 -5 -0.4%
CSB
820
City State Bank
Iowa
$54K – – –
PAM
821
Paradigm Asset Management
New York
$53.2K -$880K -21,600 -94%
LF
822
Lee Financial
Texas
$52.7K – – –
SWA
823
Sutton Wealth Advisors
Florida
$52.1K – – –
WP
824
WealthPLAN Partners
Nebraska
$51.9K – – –
DJSG
825
D.J. St. Germain
Massachusetts
$51.8K +$51.8K +1,272 New
31 32
33
34 35