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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 %
AI
876
AXS Investments
New York
$23.9K +$23.9K +552 New
CT
877
Cambridge Trust
Massachusetts
$22K -$21.7K -504 -50%
MMG
878
Monetary Management Group
Missouri
$21.6K – – –
MS
879
Madden Securities
Texas
$21.6K +$21.6K +500 New
FP
880
Financial Perspectives
Minnesota
$21.4K +$173 +4 +0.8%
SPWM
881
Spartan Planning & Wealth Management
North Carolina
$20.4K -$6.7K -155 -25%
ONST
882
Old North State Trust
North Carolina
$20K – – –
AA
883
Addison Advisors
Vermont
$19.8K +$1.73K +40 +10%
ST
884
Smithfield Trust
Pennsylvania
$19K – – –
WS
885
Wela Strategies
Georgia
$19K – – –
SC
886
Stephens Consulting
Michigan
$19K – – –
CWC
887
Carolinas Wealth Consulting
North Carolina
$18.7K +$735 +17 +4%
CB
888
CNB Bank
Pennsylvania
$18.6K -$45.2K -1,046 -71%
CIM
889
Contravisory Investment Management
Massachusetts
$18.4K – – –
NHT
890
New Hampshire Trust
New Hampshire
$18.2K +$18.2K +422 New
BWM
891
Baystate Wealth Management
Massachusetts
$18K – – –
CAL
892
Capital Advisors Ltd
Ohio
$18K +$14.8K +578 +462%
NFSG
893
Newbridge Financial Services Group
Florida
$18K +$86 +2 +0.5%
ACM
894
Antonetti Capital Management
Florida
$17.5K +$17.3K +400 +10,000%
HWMA
895
Heritage Wealth Management (Arizona)
Arizona
$16.3K +$11.6K +268 +244%
DWA
896
Delos Wealth Advisors
Texas
$16K – – –
SFM
897
Systematic Financial Management
New Jersey
$15.1K – – –
CYG
898
Clean Yield Group
Vermont
$15K +$15K +348 New
SA
899
SRH Advisors
Kansas
$15K -$14.7K -334 -50%
ZIG
900
Zullo Investment Group
Pennsylvania
$14.3K -$2.46K -57 -15%
34 35
36
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