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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
SCM
876
Silvant Capital Management
Georgia
$26.9K
AFG
877
Albion Financial Group
Utah
$25.9K
ASBI
878
American State Bank (Iowa)
Iowa
$25.9K +$5.93K +150 +33%
WTA
879
Washington Trust Advisors
Massachusetts
$25.8K -$7.82K -198 -25%
PMFA
880
Plante Moran Financial Advisors
Michigan
$25.5K
PGAM
881
Princeton Global Asset Management
New Jersey
$25K
BSB
882
Bangor Savings Bank
Maine
$24K -$9.88K -250 -31%
AI
883
AXS Investments
New York
$23.9K +$21.8K +552 New
CT
884
Cambridge Trust
Massachusetts
$22K -$19.9K -504 -50%
MMG
885
Monetary Management Group
Missouri
$21.6K
MS
886
Madden Securities
Texas
$21.6K +$19.8K +500 New
FP
887
Financial Perspectives
Minnesota
$21.4K +$158 +4 +0.8%
SPWM
888
Spartan Planning & Wealth Management
North Carolina
$20.4K -$6.12K -155 -25%
ONST
889
Old North State Trust
North Carolina
$20K
AA
890
Addison Advisors
Vermont
$19.8K +$1.58K +40 +10%
ST
891
Smithfield Trust
Pennsylvania
$19K
WS
892
Wela Strategies
Georgia
$19K
SC
893
Stephens Consulting
Michigan
$19K
CWC
894
Carolinas Wealth Consulting
North Carolina
$18.7K +$672 +17 +4%
CB
895
CNB Bank
Pennsylvania
$18.6K -$41.3K -1,046 -71%
CIM
896
Contravisory Investment Management
Massachusetts
$18.4K
NHT
897
New Hampshire Trust
New Hampshire
$18.2K +$16.7K +422 New
BWM
898
Baystate Wealth Management
Massachusetts
$18K
CAL
899
Capital Advisors Ltd
Ohio
$18K +$22.8K +578 +462%
NFSG
900
Newbridge Financial Services Group
Florida
$18K +$79 +2 +0.5%

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.