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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 %
FCA
901
FinTrust Capital Advisors
South Carolina
$14.1K – – –
SFCL
902
Strengthening Families & Communities LLC
Massachusetts
$14K – – –
WAM
903
Worth Asset Management
Texas
$13.3K -$1.08K -25 -8%
DAC
904
Dividend Assets Capital
South Carolina
$13K – – –
MSFP
905
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
CCM
906
Cribstone Capital Management
Maine
$13K – – –
TF
907
TimeScale Financial
Massachusetts
$12.9K – – –
MWM
908
Mascoma Wealth Management
New Hampshire
$12.7K – – –
WBC
909
West Branch Capital
Massachusetts
$12.5K – – –
RCM
910
Raleigh Capital Management
North Carolina
$12.4K – – –
AFS
911
Annapolis Financial Services
Maryland
$12.1K – – –
TAIM
912
TD Ameritrade Investment Management
Nebraska
$12K -$2.99K -72 -20%
FMP
913
Financial Management Professionals
Texas
$12K +$1.12K +26 +10%
IHWM
914
Iron Horse Wealth Management
Iowa
$12K +$12K +282 New
OLVIG
915
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K +$11.1K +256 +1,347%
SN
916
Sittner & Nelson
Oregon
$11.4K +$87 +2 +0.8%
OC
917
Oakworth Capital
Alabama
$11.2K -$38.9K -900 -78%
OIS
918
Okabena Investment Services
Minnesota
$11.2K +$11.2K +258 New
CAC
919
Core Alternative Capital
Georgia
$11.1K – – –
OA
920
Operose Advisors
Wisconsin
$11K – – –
LWANC
921
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.8K – – –
DWMG
922
DB Wealth Management Group
California
$10.6K +$10.6K +246 New
ME
923
McIlrath & Eck
Washington
$10.4K – – –
CFD
924
Creative Financial Designs
Indiana
$10.2K -$12.3K -285 -55%
AA
925
Ancora Advisors
Ohio
$10K +$776 +18 +8%
35 36
37
38 39