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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
901
Antonetti Capital Management
Florida
$17.5K +$15.8K +400 +10,000%
HWMA
902
Heritage Wealth Management (Arizona)
Arizona
$16.3K +$10.6K +268 +244%
DWA
903
Delos Wealth Advisors
Texas
$16K
SFM
904
Systematic Financial Management
New Jersey
$15.1K
CYG
905
Clean Yield Group
Vermont
$15K +$13.7K +348 New
SA
906
SRH Advisors
Kansas
$15K -$13.2K -334 -50%
ZIG
907
Zullo Investment Group
Pennsylvania
$14.3K -$2.25K -57 -15%
FCA
908
FinTrust Capital Advisors
South Carolina
$14.1K
SFCL
909
Strengthening Families & Communities LLC
Massachusetts
$14K
WAM
910
Worth Asset Management
Texas
$13.3K -$988 -25 -8%
DAC
911
Dividend Assets Capital
South Carolina
$13K
CCM
912
Cribstone Capital Management
Maine
$13K
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$13K
TF
914
TimeScale Financial
Massachusetts
$12.9K
MWM
915
Mascoma Wealth Management
New Hampshire
$12.7K
WBC
916
West Branch Capital
Massachusetts
$12.5K
RCM
917
Raleigh Capital Management
North Carolina
$12.4K
AFS
918
Annapolis Financial Services
Maryland
$12.1K
TAIM
919
TD Ameritrade Investment Management
Nebraska
$12K -$2.85K -72 -20%
FMP
920
Financial Management Professionals
Texas
$12K +$1.03K +26 +10%
IHWM
921
Iron Horse Wealth Management
Iowa
$12K +$11.1K +282 New
OLVIG
922
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K +$10.1K +256 +1,347%
SN
923
Sittner & Nelson
Oregon
$11.4K +$79 +2 +0.8%
OC
924
Oakworth Capital
Alabama
$11.2K -$35.6K -900 -78%
OIS
925
Okabena Investment Services
Minnesota
$11.2K +$10.2K +258 New

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.