We are live on ! Find out more

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
GIA
851
GHP Investment Advisors
Colorado
$34.6K -$709 -17 -2%
MFT
852
Moisand Fitzgerald Tamayo
Florida
$34.1K
JMF
853
Johnson Midwest Financial
Iowa
$34K
BCWM
854
Bartlett & Co Wealth Management
Ohio
$32.1K
Loomis, Sayles & Company
855
Loomis, Sayles & Company
Massachusetts
$32K -$36.2K -868 -53%
BC
856
Bartlett & Co
Ohio
$32K
FFC
857
First Financial Corp
Indiana
$30.8K
FNBOSM
858
First National Bank of South Miami
Florida
$30.7K
BCMLT
859
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.6K
IBOK
860
Independence Bank of Kentucky
Kentucky
$29.3K
EA
861
Evolution Advisers
Virginia
$29K +$250 +6 +0.9%
BWM
862
BerganKDV Wealth Management
Minnesota
$26.5K +$23.3K +560 +767%
MTIC
863
Missouri Trust & Investment Company
Missouri
$26.4K
OIA
864
Optimum Investment Advisors
Illinois
$26.1K -$917 -22 -3%
SCM
865
Silvant Capital Management
Georgia
$26.1K
CWP
866
Concord Wealth Partners
Virginia
$25.1K -$2.5K -60 -9%
AFG
867
Albion Financial Group
Utah
$25.1K
ASBI
868
American State Bank (Iowa)
Iowa
$25.1K
WTA
869
Washington Trust Advisors
Massachusetts
$25K
CCA
870
Catalyst Capital Advisors
New York
$24.9K -$7.59K -182 -23%
WIM
871
WealthPlan Investment Management
Nebraska
$24.8K +$24.7K +593 New
PMFA
872
Plante Moran Financial Advisors
Michigan
$24.7K
PGAM
873
Princeton Global Asset Management
New Jersey
$24.6K +$42 +1 +0.2%
WWP
874
WR Wealth Planners
Missouri
$23.2K +$18.6K +446 +413%
BSB
875
Bangor Savings Bank
Maine
$23K

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.