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Exelon
EXC

Overview Fund Activity

990 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-8
Holders Change %
-0.8%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
86
Increased
402
Reduced
313
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$833M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$700M
3
Deutsche Bank
3
Deutsche Bank
Germany
$748M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$339M
5
BlackRock
5
BlackRock
New York
$3.64B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$716M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$624M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$402M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.05B
5
Capital International Investors
5
Capital International Investors
California
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
876
Capital Advisors Ltd
Ohio
$19K -$10.1K -244 -35%
ST
877
Smithfield Trust
Pennsylvania
$19K – – –
WS
878
Wela Strategies
Georgia
$18.7K – – –
SC
879
Stephens Consulting
Michigan
$18.4K – – –
CWC
880
Carolinas Wealth Consulting
North Carolina
$18.2K +$84 +2 +0.5%
CB
881
CNB Bank
Pennsylvania
$18K – – –
CIM
882
Contravisory Investment Management
Massachusetts
$17.8K – – –
NHT
883
New Hampshire Trust
New Hampshire
$17.7K – – –
BWM
884
Baystate Wealth Management
Massachusetts
$17.2K +$84 +2 +0.5%
ACM
885
Antonetti Capital Management
Florida
$16.9K +$42 +1 +0.2%
TH
886
TCTC Holdings
Texas
$16.5K +$16.5K +393 New
CT
887
Cambridge Trust
Massachusetts
$14.9K -$6.45K -154 -30%
TF
888
TimeScale Financial
Massachusetts
$14.7K +$251 +6 +2%
VWM
889
Venturi Wealth Management
Texas
$14.7K +$14.7K +351 New
SFM
890
Systematic Financial Management
New Jersey
$14.6K – – –
CAC
891
Core Alternative Capital
Georgia
$14.2K +$3.47K +83 +32%
FCA
892
FinTrust Capital Advisors
South Carolina
$14.1K – – –
SA
893
SRH Advisors
Kansas
$14K – – –
NFSG
894
Newbridge Financial Services Group
Florida
$13K -$4.45K -106 -25%
DAC
895
Dividend Assets Capital
South Carolina
$13K – – –
WAM
896
Worth Asset Management
Texas
$13K +$126 +3 +1%
CUAMC
897
China Universal Asset Management Company
China
$12.6K +$12.6K +301 New
MSFP
898
Mark Sheptoff Financial Planning
Connecticut
$12.6K – – –
MWM
899
Mascoma Wealth Management
New Hampshire
$12.4K – – –
Commonwealth Equity Services
900
Commonwealth Equity Services
Massachusetts
$12.3K +$10 +240 +0.1%
34 35
36
37 38