1,008 hedge funds and large institutions have $29.6B invested in Exelon in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 333 increasing their positions, 381 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+20
Holders Change %
+2.02%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
333
Reduced
381
Closed
104
Calls
$279M
Puts
$94.9M
Net Calls
+$184M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CSB
826
City State Bank
Iowa
$44K -$3.21K -90 -7%
SAM
827
Smartleaf Asset Management
Massachusetts
$43K +$43K +1,313 New
LCM
828
Logan Capital Management
Pennsylvania
$42K -$20.5K -570 -33%
CAM
829
Creekmur Asset Management
Illinois
$41.5K +$41.5K +1,157 New
VWM
830
Venturi Wealth Management
Texas
$40.8K +$25.9K +722 +174%
OPTFSNA
831
Old Point Trust & Financial Services N A
Virginia
$39.5K +$39.5K +1,100 New
CAL
832
Capital Analysts LLC
Pennsylvania
$39K +$2.57K +70 +7%
MCM
833
MV Capital Management
Maryland
$38.6K -$3.27K -91 -8%
RIM
834
Rockbridge Investment Management
New York
$36.7K +$36.7K +1,022 New
CT
835
Clearstead Trust
Maine
$36.7K -$8.58K -239 -19%
HSA
836
Hussman Strategic Advisors
Maryland
$35.9K
PBK
837
Peoples Bank (Kansas)
Kansas
$35.9K
SWA
838
SOA Wealth Advisors
New York
$34.8K +$108 +3 +0.3%
TFIPS
839
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.8K +$34.8K +970 New
BGAI
840
Bruce G. Allen Investments
Colorado
$33.7K +$33.7K +940 New
CCA
841
Catalyst Capital Advisors
New York
$33.6K +$7.14K +199 +27%
OP
842
ORG Partners
Indiana
$33.4K -$50.8K -1,416 -60%
CWP
843
Concord Wealth Partners
Virginia
$33.1K
AWM
844
AllSquare Wealth Management
New York
$32.2K
CT
845
Colonial Trust
South Carolina
$32.1K +$896 +25 +3%
PAI
846
Pittenger & Anderson Inc
Nebraska
$30.5K
NL
847
NVWM LLC
Pennsylvania
$30K
Loomis, Sayles & Company
848
Loomis, Sayles & Company
Massachusetts
$30K +$893 +25 +3%
Jones Financial Companies
849
Jones Financial Companies
Missouri
$29.1K +$1.36K +38 +5%
SL
850
Salomon & Ludwin
Virginia
$28K