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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
851
Moisand Fitzgerald Tamayo
Florida
$35.2K +$11.5K +265 +48%
JMF
852
Johnson Midwest Financial
Iowa
$35K – – –
CCA
853
Catalyst Capital Advisors
New York
$33.5K -$692 -16 -2%
BCWM
854
Bartlett & Co Wealth Management
Ohio
$33.1K +$346 +8 +1%
BC
855
Bartlett & Co
Ohio
$33K +$345 +8 +1%
SBL
856
Sargent Bickham Lagudis
Colorado
$32.9K -$2.98K -69 -8%
AF
857
Affiance Financial
Minnesota
$32.4K +$32.4K +750 New
FNBOSM
858
First National Bank of South Miami
Florida
$32K – – –
FFC
859
First Financial Corp
Indiana
$31.8K +$10.2K +235 +47%
AIM
860
Anchor Investment Management
South Carolina
$31.3K +$30.3K +700 +2,800%
BCMLT
861
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.6K -$3.72K -86 -11%
LFG
862
Larson Financial Group
Missouri
$30.2K – – –
EA
863
Evolution Advisers
Virginia
$30K +$256 +6 +0.9%
IBOK
864
Independence Bank of Kentucky
Kentucky
$30K +$17.1K +400 +133%
TWA
865
TCI Wealth Advisors
Arizona
$28.7K +$2.68K +62 +10%
CWP
866
Concord Wealth Partners
Virginia
$28.6K +$28.6K +660 New
Jones Financial Companies
867
Jones Financial Companies
Missouri
$28K +$5.86K +135 +26%
OIA
868
Optimum Investment Advisors
Illinois
$27.9K – – –
MTIC
869
Missouri Trust & Investment Company
Missouri
$27K – – –
SCM
870
Silvant Capital Management
Georgia
$26.9K – – –
AFG
871
Albion Financial Group
Utah
$25.9K – – –
WTA
872
Washington Trust Advisors
Massachusetts
$25.8K -$8.56K -198 -25%
PMFA
873
Plante Moran Financial Advisors
Michigan
$25.5K – – –
PGAM
874
Princeton Global Asset Management
New Jersey
$25K – – –
BSB
875
Bangor Savings Bank
Maine
$24K -$10.9K -250 -31%
33 34
35
36 37