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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
SA
901
SRH Advisors
Kansas
$14K
NFSG
902
Newbridge Financial Services Group
Florida
$13K -$4.42K -106 -25%
DAC
903
Dividend Assets Capital
South Carolina
$13K
WAM
904
Worth Asset Management
Texas
$13K +$125 +3 +1%
CUAMC
905
China Universal Asset Management Company
China
$12.6K +$12.5K +301 New
MSFP
906
Mark Sheptoff Financial Planning
Connecticut
$12.6K
MWM
907
Mascoma Wealth Management
New Hampshire
$12.4K
Commonwealth Equity Services
908
Commonwealth Equity Services
Massachusetts
$12.3K +$10K +240 +0.1%
BIA
909
Bell Investment Advisors
California
$12.1K +$2.96K +71 +32%
WBC
910
West Branch Capital
Massachusetts
$12.1K
TAIM
911
TD Ameritrade Investment Management
Nebraska
$12K +$83 +2 +0.7%
IHWM
912
Iron Horse Wealth Management
Iowa
$11.8K
AFS
913
Annapolis Financial Services
Maryland
$11.7K
OLVIG
914
Oliver Lagore Vanvalin Investment Group
Michigan
$11.5K
RCM
915
Raleigh Capital Management
North Carolina
$11.2K -$750 -18 -6%
SN
916
Sittner & Nelson
Oregon
$11K
OC
917
Oakworth Capital
Alabama
$10.8K
OA
918
Operose Advisors
Wisconsin
$10.6K
CAM
919
Chesapeake Asset Management
New York
$10.5K +$10.4K +250 New
LWANC
920
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.5K
DWMG
921
DB Wealth Management Group
California
$10.3K
ME
922
McIlrath & Eck
Washington
$10.1K
CFD
923
Creative Financial Designs
Indiana
$9.94K
CPFP
924
Clear Perspectives Financial Planning
Ohio
$9.68K
BWA
925
BDO Wealth Advisors
Florida
$9.43K

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.