We are live on ! Find out more

1,005 hedge funds and large institutions have $35.1B invested in Exelon in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
133
Increased
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
851
Clearstead Advisors
Ohio
$37.6K +$7.94K +201 +30%
PAI
852
Pittenger & Anderson Inc
Nebraska
$36.7K
GIA
853
GHP Investment Advisors
Colorado
$36.5K +$24.2K +612 +264%
NL
854
NVWM LLC
Pennsylvania
$36.2K
JWM
855
Janiczek Wealth Management
Colorado
$36.2K -$21.8K -551 -40%
LS
856
Livforsakringsbolaget Skandia
Sweden
$36.2K
MFT
857
Moisand Fitzgerald Tamayo
Florida
$35.2K +$10.5K +265 +48%
JMF
858
Johnson Midwest Financial
Iowa
$35K
CCA
859
Catalyst Capital Advisors
New York
$33.5K -$632 -16 -2%
BCWM
860
Bartlett & Co Wealth Management
Ohio
$33.1K +$316 +8 +1%
BC
861
Bartlett & Co
Ohio
$33K +$316 +8 +1%
SBL
862
Sargent Bickham Lagudis
Colorado
$32.9K -$2.73K -69 -8%
AF
863
Affiance Financial
Minnesota
$32.4K +$29.6K +750 New
FNBOSM
864
First National Bank of South Miami
Florida
$32K
FFC
865
First Financial Corp
Indiana
$31.8K +$9.28K +235 +47%
AIM
866
Anchor Investment Management
South Carolina
$31.3K +$27.7K +700 +2,800%
BCMLT
867
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.6K -$3.4K -86 -11%
LFG
868
Larson Financial Group
Missouri
$30.2K
EA
869
Evolution Advisers
Virginia
$30K +$237 +6 +0.9%
IBOK
870
Independence Bank of Kentucky
Kentucky
$30K +$15.8K +400 +133%
TWA
871
TCI Wealth Advisors
Arizona
$28.7K +$2.45K +62 +10%
CWP
872
Concord Wealth Partners
Virginia
$28.6K +$26.1K +660 New
Jones Financial Companies
873
Jones Financial Companies
Missouri
$28K +$5.33K +135 +26%
OIA
874
Optimum Investment Advisors
Illinois
$27.9K
MTIC
875
Missouri Trust & Investment Company
Missouri
$27K

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.