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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
WP
826
WealthPLAN Partners
Nebraska
$53.4K +$53.1K +1,274 New
CFFP
827
Center for Financial Planning
Michigan
$53K
Jones Financial Companies
828
Jones Financial Companies
Missouri
$52.7K +$25.6K +614 +95%
WPA
829
West Paces Advisors
Georgia
$52.2K
CT
830
Clearstead Trust
Maine
$52K +$333 +8 +0.6%
PP
831
PrairieView Partners
Minnesota
$51K
BAAM
832
Baker Avenue Asset Management
California
$50.8K +$41.6K +998 +466%
EWA
833
EverSource Wealth Advisors
Alabama
$50.1K -$72.2K -1,732 -59%
VCM
834
Vigilant Capital Management
Maine
$50K +$50K +1,200 New
MCM
835
MV Capital Management
Maryland
$46.4K +$4.04K +97 +10%
LWCFA
836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.1K +$45.9K +1,100 New
TIM
837
Tortoise Investment Management
New York
$44.9K
CAL
838
Capital Analysts LLC
Pennsylvania
$43K +$333 +8 +0.8%
LSA
839
Leonteq Securities AG
Switzerland
$41.9K -$42 -1 -0.1%
HSA
840
Hussman Strategic Advisors
Maryland
$41.9K
TFM
841
TFC Financial Management
Massachusetts
$41.6K +$39.6K +950 +2,159%
LFG
842
Larson Financial Group
Missouri
$38.5K +$9.25K +222 +32%
BFPW
843
BOK Financial Private Wealth
Colorado
$37.7K
AWM
844
AllSquare Wealth Management
New York
$37.6K +$33.3K +798 +798%
LWA
845
Lowe Wealth Advisors
Maryland
$36.4K
CT
846
Colonial Trust
South Carolina
$36.1K -$208 -5 -0.6%
PAI
847
Pittenger & Anderson Inc
Nebraska
$35.6K
JWM
848
Janiczek Wealth Management
Colorado
$35.1K
NL
849
NVWM LLC
Pennsylvania
$35.1K
LS
850
Livforsakringsbolaget Skandia
Sweden
$35K

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.