EXC icon

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 %
AA
926
Ancora Advisors
Ohio
$8.72K – – –
NFSG
927
Newbridge Financial Services Group
Florida
$8.27K -$4.36K -107 -35%
CCMI
928
Creative Capital Management Investments
California
$8.15K – – –
HWA
929
Heritage Wealth Advisors
Virginia
$8.15K +$8.15K +200 New
PSB
930
Piscataqua Savings Bank
New Hampshire
$8.15K – – –
UIA
931
Ulland Investment Advisors
Minnesota
$8K – – –
PG
932
Proffitt & Goodson
Tennessee
$7.54K – – –
MWM
933
Mascoma Wealth Management
New Hampshire
$7.54K -$4.21K -105 -36%
BWL
934
Bogart Wealth LLC
Virginia
$7.5K – – –
JFG
935
JDM Financial Group
Texas
$7.17K – – –
TAIM
936
TD Ameritrade Investment Management
Nebraska
$7K -$4.19K -109 -37%
RG
937
Retirement Group
California
$6.72K – – –
BWP
938
Baldwin Wealth Partners
Massachusetts
$6.11K – – –
TWM
939
Tradition Wealth Management
Minnesota
$6K -$3.17K -74 -35%
KFP
940
KB Financial Partners
New Jersey
$6K – – –
PP
941
Pacifica Partners
Canada
$5.93K – – –
SIS
942
Sound Income Strategies
Florida
$5.58K – – –
SHIM
943
Stone House Investment Management
Pennsylvania
$5.58K – – –
RFG
944
RFP Financial Group
Georgia
$5.46K – – –
AWM
945
Abound Wealth Management
Tennessee
$5.22K +$408 +10 +8%
ETC
946
Exchange Traded Concepts
Oklahoma
$5.22K +$1.79K +44 +52%
RWM
947
Ruedi Wealth Management
Illinois
$5.17K – – –
M
948
MOTCO
Texas
$5.17K +$3.59K +88 +226%
ANBT
949
American National Bank & Trust
Texas
$5.09K – – –
AAP
950
Arax Advisory Partners
Colorado
$5.09K – – –
36 37
38
39 40