1,008 hedge funds and large institutions have $29.6B invested in Exelon in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 333 increasing their positions, 381 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+20
Holders Change %
+2.02%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
333
Reduced
381
Closed
104
Calls
$279M
Puts
$94.9M
Net Calls
+$184M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
901
Impact Partnership Wealth
Georgia
$11.3K
DAC
902
Dividend Assets Capital
South Carolina
$11K
SIM
903
Studio Investment Management
Illinois
$10.8K -$2.3K -64 -18%
MSFP
904
Mark Sheptoff Financial Planning
Connecticut
$10.8K
MCM
905
MidAtlantic Capital Management
Virginia
$10.7K +$10.7K +297 New
WBC
906
West Branch Capital
Massachusetts
$10.4K
IHWM
907
Iron Horse Wealth Management
Iowa
$10.1K
AFS
908
Annapolis Financial Services
Maryland
$10K
OLVIG
909
Oliver Lagore Vanvalin Investment Group
Michigan
$9.87K
CSC
910
Caldwell Sutter Capital
California
$9.73K +$359 +10 +4%
PP
911
PrairieView Partners
Minnesota
$9K -$11.6K -328 -56%
VNA
912
Valley National Advisers
Pennsylvania
$9K +$2.79K +85 +45%
WIA
913
Wetzel Investment Advisors
Indiana
$9K +$9K +253 New
LWANC
914
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.98K
AP
915
Atwood & Palmer
Missouri
$8.83K
DWMG
916
DB Wealth Management Group
California
$8.83K
BIA
917
Bell Investment Advisors
California
$8.76K -$4.45K -124 -34%
HGA
918
Hobbs Group Advisors
South Carolina
$8.72K +$8.72K +243 New
ME
919
McIlrath & Eck
Washington
$8.65K
NBT
920
Northwest Bank & Trust
Iowa
$8.25K +$8.25K +230 New
CTC
921
Cetera Trust Company
Minnesota
$8.11K +$8.11K +226 New
CMA
922
Cedar Mountain Advisors
Oregon
$8.08K
AGWCA
923
Annis Gardner Whiting Capital Advisors
Florida
$7.83K -$38K -1,057 -83%
PA
924
Pineridge Advisors
Missouri
$7.72K +$7.72K +215 New
AA
925
Ancora Advisors
Ohio
$7.68K