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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$708M
2
BC
Brookfield Corp
Ontario, Canada
$161M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$809M
4
Macquarie Group
Macquarie Group
Australia
$206M
5
Norges Bank
Norges Bank
Norway
$445M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$19.9M
2
Capital Research Global Investors
Capital Research Global Investors
California
$232M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$871M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.7B
5
Prudential Financial
Prudential Financial
New Jersey
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
901
Worth Asset Management
Texas
$12.7K +$82 +2 +0.6%
AI
902
AXS Investments
New York
$12.5K -$9.09K -223 -42%
SIS
903
Strategic Investment Solutions
Illinois
$12.2K -$48.8K -1,238 -80%
MSFP
904
Mark Sheptoff Financial Planning
Connecticut
$12.2K – – –
DAC
905
Dividend Assets Capital
South Carolina
$12K – – –
FMP
906
Financial Management Professionals
Texas
$12K +$3.82K +97 +47%
GKIM
907
GW&K Investment Management
Massachusetts
$12K +$11.8K +298 +4,967%
WBC
908
West Branch Capital
Massachusetts
$11.8K – – –
IHWM
909
Iron Horse Wealth Management
Iowa
$11.5K – – –
AFS
910
Annapolis Financial Services
Maryland
$11.4K – – –
OLVIG
911
Oliver Lagore Vanvalin Investment Group
Michigan
$11.2K – – –
RCM
912
Raleigh Capital Management
North Carolina
$10.9K – – –
BIA
913
Bell Investment Advisors
California
$10.8K -$978 -24 -8%
CSC
914
Caldwell Sutter Capital
California
$10.6K +$1.75K +43 +20%
OA
915
Operose Advisors
Wisconsin
$10.3K – – –
PI
916
PineBridge Investments
New York
$10.3K -$16.7M -409,984 -100%
LWANC
917
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.2K – – –
LFASL
918
Lugano Financial Advisors SA (LFA)
Switzerland
$10.2K +$10.2K +250 New
AP
919
Atwood & Palmer
Missouri
$10K +$1.87K +46 +23%
DWMG
920
DB Wealth Management Group
California
$10K – – –
ME
921
McIlrath & Eck
Washington
$9.82K – – –
NBT
922
Northwest Bank & Trust
Iowa
$9.37K +$9.37K +230 New
CMA
923
Cedar Mountain Advisors
Oregon
$9.17K – – –
BAAM
924
Baker Avenue Asset Management
California
$9.06K -$40.4K -990 -82%
SS
925
Sunbelt Securities
Texas
$8.84K +$41 +1 +0.5%
35 36
37
38 39