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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $30.1B invested in Exelon in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 386 increasing their positions, 327 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-31
Holders Change %
-3.06%
% of All Funds
16.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
90
Increased
386
Reduced
327
Closed
106
Calls
$191M
Puts
$127M
Net Calls
+$63.4M
Net Calls Change
-$102M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$371M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$260M
3
Citadel Advisors
Citadel Advisors
Florida
+$122M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$68.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$743M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$225M
3
GQG Partners
GQG Partners
Florida
-$194M
4
Invesco
Invesco
Georgia
-$132M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
826
Tortoise Investment Management
New York
$40K – – –
CT
827
Cambridge Trust
Massachusetts
$38K -$2.55K -68 -6%
MCM
828
MV Capital Management
Maryland
$38K +$741 +20 +2%
MCC
829
Money Concepts Capital
Florida
$38K +$13.6K +358 +55%
BC
830
Burleson & Co
California
$37K -$2.02K -54 -5%
BCMLT
831
Beacon Capital Management LLC (Tennessee)
Tennessee
$37K – – –
CFFP
832
Center for Financial Planning
Michigan
$37K – – –
HSA
833
Hussman Strategic Advisors
Maryland
$37K – – –
HMS
834
Hanseatic Management Services
New Mexico
$36K +$15.3K +411 +74%
SWA
835
SOA Wealth Advisors
New York
$35K +$74 +2 +0.2%
LWA
836
Lowe Wealth Advisors
Maryland
$33K – – –
PAI
837
Pittenger & Anderson Inc
Nebraska
$32K – – –
EIP
838
Ellis Investment Partners
Pennsylvania
$32K +$111 +3 +0.3%
LS
839
Livforsakringsbolaget Skandia
Sweden
$31K -$144K -3,900 -82%
NL
840
NVWM LLC
Pennsylvania
$31K – – –
SBL
841
Sargent Bickham Lagudis
Colorado
$31K +$112 +3 +0.4%
BSB
842
Bangor Savings Bank
Maine
$30K -$13.1K -349 -30%
CCA
843
Catalyst Capital Advisors
New York
$30K +$341 +9 +1%
WTA
844
Washington Trust Advisors
Massachusetts
$29K -$113K -3,087 -80%
RTC
845
Riverview Trust Company
Washington
$29K – – –
BCWM
846
Bartlett & Co Wealth Management
Ohio
$28.4K -$1.91K -51 -6%
BC
847
Bartlett & Co
Ohio
$28K -$1.88K -51 -6%
LC
848
Lindbrook Capital
California
$28K +$4.06K +109 +17%
FNBOSM
849
First National Bank of South Miami
Florida
$27K -$7.4K -201 -22%
CM
850
Caption Management
Oklahoma
$26K -$3.57M -96,000 -99%
32 33
34
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