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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
CMA
926
Cedar Mountain Advisors
Oregon
$9.43K
CSC
927
Caldwell Sutter Capital
California
$9.13K +$9.09K +218 New
FMP
928
Financial Management Professionals
Texas
$9K -$2.96K -71 -25%
HGERS
929
Householder Group Estate & Retirement Specialist
Arizona
$9K +$42 +1 +0.5%
TWM
930
Tradition Wealth Management
Minnesota
$9K +$5K +120 +128%
AA
931
Ancora Advisors
Ohio
$8.96K -$750 -18 -8%
SS
932
Sunbelt Securities
Texas
$8.95K +$9K +216 New
AP
933
Atwood & Palmer
Missouri
$8.38K
CCMI
934
Creative Capital Management Investments
California
$8.38K +$8.34K +200 New
PSB
935
Piscataqua Savings Bank
New Hampshire
$8.38K
PPC
936
Park Place Capital
Alabama
$8.17K +$4.42K +106 +119%
UIA
937
Ulland Investment Advisors
Minnesota
$8K
PG
938
Proffitt & Goodson
Tennessee
$7.75K -$417 -10 -5%
BWL
939
Bogart Wealth LLC
Virginia
$7.71K
JFG
940
JDM Financial Group
Texas
$7.37K
CYG
941
Clean Yield Group
Vermont
$7.29K -$7.25K -174 -50%
RG
942
Retirement Group
California
$7K
BC
943
Barrett & Company
Rhode Island
$6.91K
BWP
944
Baldwin Wealth Partners
Massachusetts
$6.28K
PP
945
Pacifica Partners
Canada
$6.13K
CAM
946
ClariVest Asset Management
California
$6K
KFP
947
KB Financial Partners
New Jersey
$6K
TVWM
948
Tower View Wealth Management
Wisconsin
$6K
SFG
949
Steward Financial Group
Texas
$6K +$2.67K +64 +73%
SIS
950
Sound Income Strategies
Florida
$5.74K -$3.13K -75 -35%

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.