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999 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $303M | Put options by funds: $98.6M

29% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 315

22% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.12% more ownership

Funds ownership: 81.99%82.12% (+0.12%)

1% less funds holding

Funds holding: 1,005999 (-6)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$896M)

Holders
999
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
88
Increased
406
Reduced
315
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
876
Addison Advisors
Vermont
$23K +$3.79K +91 +20%
AI
877
AXS Investments
New York
$22.2K -$959 -23 -4%
C
878
Covestor
United Kingdom
$22K -$172K -4,133 -89%
MMG
879
Monetary Management Group
Missouri
$20.9K
RI
880
Ridgewood Investments
New Jersey
$20.9K +$20.8K +500 New
FP
881
Financial Perspectives
Minnesota
$20.9K +$167 +4 +0.8%
PCM
882
Pointe Capital Management
Michigan
$20.1K +$20K +479 New
ONST
883
Old North State Trust
North Carolina
$20K
CAL
884
Capital Advisors Ltd
Ohio
$19K -$10.2K -244 -35%
ST
885
Smithfield Trust
Pennsylvania
$19K
WS
886
Wela Strategies
Georgia
$18.7K
SC
887
Stephens Consulting
Michigan
$18.4K
CWC
888
Carolinas Wealth Consulting
North Carolina
$18.2K +$83 +2 +0.5%
CB
889
CNB Bank
Pennsylvania
$18K
CIM
890
Contravisory Investment Management
Massachusetts
$17.8K
NHT
891
New Hampshire Trust
New Hampshire
$17.7K
BWM
892
Baystate Wealth Management
Massachusetts
$17.2K +$83 +2 +0.5%
ACM
893
Antonetti Capital Management
Florida
$16.9K +$42 +1 +0.2%
TH
894
TCTC Holdings
Texas
$16.5K +$16.4K +393 New
CT
895
Cambridge Trust
Massachusetts
$14.9K -$6.42K -154 -30%
TF
896
TimeScale Financial
Massachusetts
$14.7K +$250 +6 +2%
VWM
897
Venturi Wealth Management
Texas
$14.7K +$14.6K +351 New
SFM
898
Systematic Financial Management
New Jersey
$14.6K
CAC
899
Core Alternative Capital
Georgia
$14.2K +$3.46K +83 +32%
FCA
900
FinTrust Capital Advisors
South Carolina
$14.1K

EXC Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2023, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EXC positions and 72 closed out — a net gain of 16 holders — while 406 added to existing stakes and 315 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $430M. The largest seller was GQG Partners, cutting an estimated $674M.

  • 999 institutional investors held Exelon (EXC) as of Q1 2023, down from 1,005 in Q4 2022.
  • Funds reported $34.2B of Exelon stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 88 funds opened new Exelon positions in Q1 2023 and 72 closed out, a net change of +16 holders.
  • The largest Exelon buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $430M added.
  • The largest Exelon seller in Q1 2023 was GQG Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2023.