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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $30.1B invested in Exelon in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 386 increasing their positions, 327 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-31
Holders Change %
-3.06%
% of All Funds
16.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
90
Increased
386
Reduced
327
Closed
106
Calls
$191M
Puts
$127M
Net Calls
+$63.4M
Net Calls Change
-$102M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$371M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$260M
3
Citadel Advisors
Citadel Advisors
Florida
+$122M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$68.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$743M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$225M
3
GQG Partners
GQG Partners
Florida
-$194M
4
Invesco
Invesco
Georgia
-$132M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
951
Tradition Wealth Management
Minnesota
$4K +$857 +21 +27%
HWMA
952
Heritage Wealth Management (Arizona)
Arizona
$4K +$3.67K +101 +1,122%
Parallax Volatility Advisers
953
Parallax Volatility Advisers
California
$4K +$4K +120 New
CMP
954
Coston McIsaac & Partners
Maine
$3K – – –
SFA
955
Semmax Financial Advisors
North Carolina
$3K +$36 +1 +1%
SC
956
Schubert & Co
Texas
$3K +$190 +5 +7%
HWP
957
Highline Wealth Partners
California
$3K +$3K +80 New
VWM
958
Valley Wealth Managers
New Jersey
$2K -$30.4K -653 -94%
BWM
959
BerganKDV Wealth Management
Minnesota
$2K -$4.18K -94 -68%
CCM
960
Covington Capital Management
California
$2K – – –
VCM
961
Versant Capital Management
Arizona
$2K – – –
GWM
962
Guardian Wealth Management
Illinois
$2K +$39 +1 +2%
SIC
963
SJS Investment Consulting
Ohio
$2K +$2K +33 New
SIC
964
Salem Investment Counselors
North Carolina
$2K +$2K +65 New
DI
965
Disciplined Investments
Oklahoma
$1K -$275 -11 -22%
CWM
966
Cedar Wealth Management
California
$1K -$333 -11 -25%
APF
967
Alaska Permanent Fund
Alaska
$1K – – –
OLVIG
968
Oliver Lagore Vanvalin Investment Group
Michigan
$1K – – –
SC
969
Sierra Capital
Florida
$1K – – –
S
970
Surevest
California
$1K – – –
WOC
971
West Oak Capital
California
$1K – – –
WA
972
WestEnd Advisors
North Carolina
$1K +$313 +5 +45%
HS
973
Horan Securities
United States
$1K +$1K +38 New
CIAS
974
CFS Investment Advisory Services
New Jersey
$1K +$1K +24,199 New
AIM
975
Anchor Investment Management
South Carolina
$937 – – –
37 38
39
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