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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $30.1B invested in Exelon in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 386 increasing their positions, 327 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-31
Holders Change %
-3.06%
% of All Funds
16.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
90
Increased
386
Reduced
327
Closed
106
Calls
$191M
Puts
$127M
Net Calls
+$63.4M
Net Calls Change
-$102M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$371M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$260M
3
Citadel Advisors
Citadel Advisors
Florida
+$122M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$68.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$743M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$225M
3
GQG Partners
GQG Partners
Florida
-$194M
4
Invesco
Invesco
Georgia
-$132M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
901
West Branch Capital
Massachusetts
$11K – – –
TFM
902
TFC Financial Management
Massachusetts
$11K – – –
MWM
903
Mascoma Wealth Management
New Hampshire
$11K – – –
DAC
904
Dividend Assets Capital
South Carolina
$11K – – –
MSFP
905
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
SFCL
906
Strengthening Families & Communities LLC
Massachusetts
$11K +$3.06K +88 +39%
FA
907
Financial Advantage
Maryland
$10K – – –
CAC
908
Core Alternative Capital
Georgia
$10K – – –
SPWG
909
Sage Private Wealth Group
Illinois
$10K – – –
AFS
910
Annapolis Financial Services
Maryland
$10K – – –
SN
911
Sittner & Nelson
Oregon
$10K – – –
OA
912
Operose Advisors
Wisconsin
$10K – – –
LWANC
913
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K – – –
GIA
914
GHP Investment Advisors
Colorado
$9K – – –
FMP
915
Financial Management Professionals
Texas
$9K – – –
ME
916
McIlrath & Eck
Washington
$9K – – –
CPFP
917
Clear Perspectives Financial Planning
Ohio
$9K +$9K +231 New
AA
918
Ancora Advisors
Ohio
$8K -$26.2K -700 -77%
BWA
919
BDO Wealth Advisors
Florida
$8K -$7.11K -200 -47%
WPWM
920
Western Pacific Wealth Management
Illinois
$8K – – –
CMA
921
Cedar Mountain Advisors
Oregon
$8K – – –
SIS
922
Sound Income Strategies
Florida
$8K +$377 +10 +5%
LS
923
Leelyn Smith
Illinois
$8K +$8K +215 New
HGERS
924
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8K +221 New
BC
925
Barrett & Company
Rhode Island
$7.13K +$7.13K +165 New
35 36
37
38 39