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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
KFP
951
KB Financial Partners
New Jersey
$7K
RG
952
Retirement Group
California
$7K +$6.52K +165 New
BWP
953
Baldwin Wealth Partners
Massachusetts
$6.49K
PP
954
Pacifica Partners
Canada
$6.18K
CAM
955
ClariVest Asset Management
California
$6K
TVWM
956
Tower View Wealth Management
Wisconsin
$6K
RFG
957
RFP Financial Group
Georgia
$5.79K +$5.29K +134 New
RWM
958
Ruedi Wealth Management
Illinois
$5.49K +$5.02K +127 New
AAP
959
Arax Advisory Partners
Colorado
$5.4K
Parallax Volatility Advisers
960
Parallax Volatility Advisers
California
$5.19K
AWM
961
Abound Wealth Management
Tennessee
$5.11K -$672 -17 -13%
CTA
962
Colonial Trust Advisors
South Carolina
$4.75K +$4.35K +110 New
WWP
963
WR Wealth Planners
Missouri
$4.67K
AWM
964
AllSquare Wealth Management
New York
$4.32K
TC
965
Truvestments Capital
Florida
$4.32K
GGI
966
Godsey & Gibb Inc
Virginia
$4.32K +$3.95K +100 New
TWM
967
Tradition Wealth Management
Minnesota
$4K -$158 -4 -4%
AF
968
Arrow Financial
New York
$4K
SFA
969
Semmax Financial Advisors
North Carolina
$4K
PPC
970
Park Place Capital
Alabama
$4K +$3.52K +89 New
SIC
971
Salem Investment Counselors
North Carolina
$3.8K +$909 +23 +35%
HWP
972
Highline Wealth Partners
California
$3.46K
ETC
973
Exchange Traded Concepts
Oklahoma
$3.33K -$378K -9,562 -99%
BWM
974
BerganKDV Wealth Management
Minnesota
$3.14K +$1.11K +28 +62%
PB
975
Pinnacle Bancorp
Nebraska
$3K +$2.29K +58 New

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.