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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 %
JMF
851
Johnson Midwest Financial
Iowa
$33.1K – – –
BCWM
852
Bartlett & Co Wealth Management
Ohio
$31.2K – – –
BC
853
Bartlett & Co
Ohio
$31K – – –
IBOK
854
Independence Bank of Kentucky
Kentucky
$30.9K +$2.36K +58 +8%
CWP
855
Concord Wealth Partners
Virginia
$29.1K +$4.64K +114 +19%
Loomis, Sayles & Company
856
Loomis, Sayles & Company
Massachusetts
$29K -$1.89K -47 -6%
EA
857
Evolution Advisers
Virginia
$29K +$283 +7 +1%
CAL
858
Capital Advisors Ltd
Ohio
$29K +$10.1K +245 +53%
BCMLT
859
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.8K – – –
MMG
860
Monetary Management Group
Missouri
$28.5K +$8.15K +200 +40%
BWA
861
BDO Wealth Advisors
Florida
$26.5K +$17.4K +426 +189%
MTIC
862
Missouri Trust & Investment Company
Missouri
$25.7K – – –
OIA
863
Optimum Investment Advisors
Illinois
$25.4K – – –
SCM
864
Silvant Capital Management
Georgia
$25.3K – – –
AFG
865
Albion Financial Group
Utah
$24.4K – – –
PMFA
866
Plante Moran Financial Advisors
Michigan
$24K – – –
PGAM
867
Princeton Global Asset Management
New Jersey
$24K +$81 +2 +0.3%
PP
868
PrairieView Partners
Minnesota
$23K -$26K -657 -53%
OC
869
Oakworth Capital
Alabama
$22.8K +$12.2K +300 +116%
WWP
870
WR Wealth Planners
Missouri
$22.6K – – –
AA
871
Addison Advisors
Vermont
$22.4K +$41 +1 +0.2%
CCA
872
Catalyst Capital Advisors
New York
$22.3K -$1.87K -46 -8%
PPC
873
Park Place Capital
Alabama
$21.9K +$13.5K +314 +161%
FP
874
Financial Perspectives
Minnesota
$20.5K +$204 +5 +1%
RI
875
Ridgewood Investments
New Jersey
$20.4K – – –
33 34
35
36 37