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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 %
CFFP
826
Center for Financial Planning
Michigan
$51.5K – – –
CT
827
Clearstead Trust
Maine
$51K +$367 +9 +0.7%
WPA
828
West Paces Advisors
Georgia
$50.8K – – –
CUAMC
829
China Universal Asset Management Company
China
$45.7K +$33.4K +821 +273%
OPTFSNA
830
Old Point Trust & Financial Services N A
Virginia
$44.8K +$44.8K +1,100 New
MCM
831
MV Capital Management
Maryland
$44.2K -$896 -22 -2%
TIM
832
Tortoise Investment Management
New York
$43.6K – – –
HSA
833
Hussman Strategic Advisors
Maryland
$40.7K – – –
CAL
834
Capital Analysts LLC
Pennsylvania
$40K -$1.91K -47 -5%
EWA
835
EverSource Wealth Advisors
Alabama
$38.3K -$10.5K -257 -21%
FFC
836
First Financial Corp
Indiana
$38.1K +$8.15K +200 +27%
NCM
837
Northwest Capital Management
Oregon
$38K +$38K +932 New
LFG
838
Larson Financial Group
Missouri
$36.7K -$774 -19 -2%
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.7K -$8.15K -200 -18%
BFPW
840
BOK Financial Private Wealth
Colorado
$36.7K – – –
LWA
841
Lowe Wealth Advisors
Maryland
$35.4K – – –
AWM
842
AllSquare Wealth Management
New York
$35.3K – – –
IAIM
843
Industrial Alliance Investment Management
Quebec, Canada
$35K -$2.88M -71,498 -99%
SFCL
844
Strengthening Families & Communities LLC
Massachusetts
$35K +$22.1K +543 +172%
CT
845
Colonial Trust
South Carolina
$34.9K – – –
PAI
846
Pittenger & Anderson Inc
Nebraska
$34.6K – – –
NL
847
NVWM LLC
Pennsylvania
$34.1K – – –
LS
848
Livforsakringsbolaget Skandia
Sweden
$34.1K – – –
MFT
849
Moisand Fitzgerald Tamayo
Florida
$33.2K – – –
JWM
850
Janiczek Wealth Management
Colorado
$33.2K -$815 -20 -2%
32 33
34
35 36