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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
926
Clear Perspectives Financial Planning
Ohio
$9.99K – – –
BWA
927
BDO Wealth Advisors
Florida
$9.73K – – –
CMA
928
Cedar Mountain Advisors
Oregon
$9.73K – – –
WPWM
929
Western Pacific Wealth Management
Illinois
$9.73K – – –
BIA
930
Bell Investment Advisors
California
$9.47K +$4.19K +97 +80%
BAAM
931
Baker Avenue Asset Management
California
$9.25K +$9.25K +214 New
SIS
932
Sound Income Strategies
Florida
$9.17K – – –
HGERS
933
Householder Group Estate & Retirement Specialist
Arizona
$9K – – –
UIA
934
Ulland Investment Advisors
Minnesota
$9K – – –
AP
935
Atwood & Palmer
Missouri
$8.65K – – –
PSB
936
Piscataqua Savings Bank
New Hampshire
$8.64K – – –
NC
937
NewSquare Capital
Pennsylvania
$8.6K +$8.6K +199 New
PG
938
Proffitt & Goodson
Tennessee
$8.43K – – –
BWL
939
Bogart Wealth LLC
Virginia
$7.95K – – –
JFG
940
JDM Financial Group
Texas
$7.61K +$7.61K +176 New
BC
941
Barrett & Company
Rhode Island
$7.13K – – –
SIM
942
Studio Investment Management
Illinois
$7.05K +$7.05K +163 New
ANBT
943
American National Bank & Trust
Texas
$7K – – –
KFP
944
KB Financial Partners
New Jersey
$7K – – –
RG
945
Retirement Group
California
$7K +$7K +165 New
BWP
946
Baldwin Wealth Partners
Massachusetts
$6.49K – – –
PP
947
Pacifica Partners
Canada
$6.18K – – –
CAM
948
ClariVest Asset Management
California
$6K – – –
TVWM
949
Tower View Wealth Management
Wisconsin
$6K – – –
RFG
950
RFP Financial Group
Georgia
$5.79K +$5.79K +134 New
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