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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 %
BIA
901
Bell Investment Advisors
California
$12.1K +$2.97K +71 +32%
WBC
902
West Branch Capital
Massachusetts
$12.1K – – –
TAIM
903
TD Ameritrade Investment Management
Nebraska
$12K +$82 +2 +0.7%
IHWM
904
Iron Horse Wealth Management
Iowa
$11.8K – – –
AFS
905
Annapolis Financial Services
Maryland
$11.7K – – –
OLVIG
906
Oliver Lagore Vanvalin Investment Group
Michigan
$11.5K – – –
RCM
907
Raleigh Capital Management
North Carolina
$11.2K -$754 -18 -6%
SN
908
Sittner & Nelson
Oregon
$11K – – –
OC
909
Oakworth Capital
Alabama
$10.9K – – –
OA
910
Operose Advisors
Wisconsin
$10.6K – – –
LWANC
911
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.5K – – –
DWMG
912
DB Wealth Management Group
California
$10.3K – – –
ME
913
McIlrath & Eck
Washington
$10.1K – – –
CFD
914
Creative Financial Designs
Indiana
$9.94K – – –
CPFP
915
Clear Perspectives Financial Planning
Ohio
$9.68K – – –
BWA
916
BDO Wealth Advisors
Florida
$9.43K – – –
CMA
917
Cedar Mountain Advisors
Oregon
$9.43K – – –
CSC
918
Caldwell Sutter Capital
California
$9.13K +$9.13K +218 New
FMP
919
Financial Management Professionals
Texas
$9K -$3.07K -71 -25%
HGERS
920
Householder Group Estate & Retirement Specialist
Arizona
$9K +$41 +1 +0.5%
TWM
921
Tradition Wealth Management
Minnesota
$9K +$5.05K +120 +128%
AA
922
Ancora Advisors
Ohio
$8.96K -$754 -18 -8%
SS
923
Sunbelt Securities
Texas
$8.95K +$8.95K +216 New
AP
924
Atwood & Palmer
Missouri
$8.38K – – –
CCMI
925
Creative Capital Management Investments
California
$8.38K +$8.38K +200 New
35 36
37
38 39