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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$514M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$413M
3
Lazard Asset Management
Lazard Asset Management
New York
+$289M
4
Deutsche Bank
Deutsche Bank
Germany
+$241M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$776M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$341M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
4
Morgan Stanley
Morgan Stanley
New York
-$255M
5
Capital International Investors
Capital International Investors
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
951
Ruedi Wealth Management
Illinois
$5.49K +$5.49K +127 New
AAP
952
Arax Advisory Partners
Colorado
$5.4K – – –
Parallax Volatility Advisers
953
Parallax Volatility Advisers
California
$5.19K – – –
AWM
954
Abound Wealth Management
Tennessee
$5.11K -$736 -17 -13%
CTA
955
Colonial Trust Advisors
South Carolina
$4.76K +$4.76K +110 New
WWP
956
WR Wealth Planners
Missouri
$4.67K – – –
TC
957
Truvestments Capital
Florida
$4.32K – – –
AWM
958
AllSquare Wealth Management
New York
$4.32K – – –
GGI
959
Godsey & Gibb Inc
Virginia
$4.32K +$4.32K +100 New
TWM
960
Tradition Wealth Management
Minnesota
$4K -$170 -4 -4%
AF
961
Arrow Financial
New York
$4K – – –
SFA
962
Semmax Financial Advisors
North Carolina
$4K – – –
PPC
963
Park Place Capital
Alabama
$4K +$4K +89 New
SIC
964
Salem Investment Counselors
North Carolina
$3.8K +$994 +23 +35%
HWP
965
Highline Wealth Partners
California
$3.46K – – –
ETC
966
Exchange Traded Concepts
Oklahoma
$3.33K -$413K -9,562 -99%
BWM
967
BerganKDV Wealth Management
Minnesota
$3.14K +$1.21K +28 +62%
PB
968
Pinnacle Bancorp
Nebraska
$3K +$3K +58 New
SFG
969
Steward Financial Group
Texas
$3K +$3K +88 New
EE
970
EWG Elevate
California
$2.98K +$2.98K +69 New
VCM
971
Versant Capital Management
Arizona
$2.29K – – –
SC
972
Schubert & Co
Texas
$2.25K -$1.17K -27 -34%
GWM
973
Guardian Wealth Management
Illinois
$2.21K – – –
CA
974
Crewe Advisors
Utah
$2.21K -$19.1K -441 -90%
SC
975
Sierra Capital
Florida
$2K – – –
37 38
39
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