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 %
LWA
851
Lowe Wealth Advisors
Maryland
$27.7K -$2.66K -74 -9%
BCWM
852
Bartlett & Co Wealth Management
Ohio
$27.2K
BC
853
Bartlett & Co
Ohio
$27K
EA
854
Evolution Advisers
Virginia
$27K +$259 +7 +1%
BCMLT
855
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.7K
IBOK
856
Independence Bank of Kentucky
Kentucky
$25.1K
GKIM
857
GW&K Investment Management
Massachusetts
$25K +$319 +9 +1%
MFT
858
Moisand Fitzgerald Tamayo
Florida
$23.6K -$5.71K -159 -20%
MTIC
859
Missouri Trust & Investment Company
Missouri
$22.6K
CB
860
CNB Bank
Pennsylvania
$22.6K +$7.18K +200 +47%
OIA
861
Optimum Investment Advisors
Illinois
$22.3K
SCM
862
Silvant Capital Management
Georgia
$22.3K
PCWA
863
Pacific Capital Wealth Advisors
California
$22.2K +$22.2K +617 New
AFG
864
Albion Financial Group
Utah
$21.5K
HWA
865
Heritage Wealth Advisors
Virginia
$21.5K +$14.4K +400 +200%
OA
866
Operose Advisors
Wisconsin
$21.2K -$18.4K -513 -46%
PGAM
867
Princeton Global Asset Management
New Jersey
$21.2K +$36 +1 +0.2%
PMFA
868
Plante Moran Financial Advisors
Michigan
$21.2K
PWMG
869
Private Wealth Management Group
New Jersey
$20.8K +$20.8K +579 New
OC
870
Oakworth Capital
Alabama
$20.1K
LTI
871
Laffer Tengler Investments
Tennessee
$19.7K
MSWM
872
McGlone Suttner Wealth Management
Wisconsin
$19.7K +$19.7K +550 New
WS
873
Wela Strategies
Georgia
$18.7K
FP
874
Financial Perspectives
Minnesota
$18.4K +$180 +5 +1%
C
875
Covestor
United Kingdom
$18K +$388 +11 +2%