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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
926
Core Alternative Capital
Georgia
$11.1K
OA
927
Operose Advisors
Wisconsin
$11K
LWANC
928
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.8K
DWMG
929
DB Wealth Management Group
California
$10.6K +$9.72K +246 New
ME
930
McIlrath & Eck
Washington
$10.4K
CFD
931
Creative Financial Designs
Indiana
$10.2K -$11.3K -285 -55%
AA
932
Ancora Advisors
Ohio
$10K +$711 +18 +8%
CPFP
933
Clear Perspectives Financial Planning
Ohio
$9.99K
BWA
934
BDO Wealth Advisors
Florida
$9.73K
CMA
935
Cedar Mountain Advisors
Oregon
$9.73K
WPWM
936
Western Pacific Wealth Management
Illinois
$9.73K
BIA
937
Bell Investment Advisors
California
$9.47K +$3.83K +97 +80%
BAAM
938
Baker Avenue Asset Management
California
$9.25K +$8.46K +214 New
SIS
939
Sound Income Strategies
Florida
$9.16K
HGERS
940
Householder Group Estate & Retirement Specialist
Arizona
$9K
UIA
941
Ulland Investment Advisors
Minnesota
$9K
AP
942
Atwood & Palmer
Missouri
$8.65K
PSB
943
Piscataqua Savings Bank
New Hampshire
$8.64K
NC
944
NewSquare Capital
Pennsylvania
$8.6K +$7.86K +199 New
PG
945
Proffitt & Goodson
Tennessee
$8.43K
BWL
946
Bogart Wealth LLC
Virginia
$7.95K
JFG
947
JDM Financial Group
Texas
$7.61K +$6.95K +176 New
BC
948
Barrett & Company
Rhode Island
$7.13K
SIM
949
Studio Investment Management
Illinois
$7.05K +$6.44K +163 New
ANBT
950
American National Bank & Trust
Texas
$7K

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.