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Exelon
EXC

Overview Fund Activity

990 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-8
Holders Change %
-0.8%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
86
Increased
402
Reduced
313
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$833M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$700M
3
Deutsche Bank
3
Deutsche Bank
Germany
$748M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$339M
5
BlackRock
5
BlackRock
New York
$3.64B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$716M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$624M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$402M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.05B
5
Capital International Investors
5
Capital International Investors
California
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
951
Truvestments Capital
Florida
$4.19K – – –
AF
952
Arrow Financial
New York
$4.19K – – –
RTL
953
Red Tortoise LLC
Georgia
$3.98K +$3.98K +95 New
AIP
954
Ahrens Investment Partners
Louisiana
$3.94K +$3.94K +94 New
Parallax Volatility Advisers
955
Parallax Volatility Advisers
California
$3.77K -$1.26K -30 -25%
PAG
956
Paladin Advisory Group
Iowa
$3.64K +$3.64K +87 New
JGIA
957
Jackson Grant Investment Advisers
Connecticut
$3.56K +$3.56K +85 New
ETC
958
Exchange Traded Concepts
Oklahoma
$3.52K +$293 +7 +9%
HWP
959
Highline Wealth Partners
California
$3.35K – – –
CMP
960
Coston McIsaac & Partners
Maine
$3K – – –
PB
961
Pinnacle Bancorp
Nebraska
$2.43K – – –
DIP
962
DT Investment Partners
Pennsylvania
$2.29K +$2.29K +53 New
UFF
963
USA Financial Formulas
Michigan
$2.26K +$2.26K +54 New
VCM
964
Versant Capital Management
Arizona
$2.22K – – –
GWM
965
Guardian Wealth Management
Illinois
$2.16K +$42 +1 +2%
PCM
966
Penserra Capital Management
California
$2K -$2.87M -77,355 -100%
GM
967
GeoWealth Management
Illinois
$2K +$2K +45 New
SC
968
Schubert & Co
Texas
$1.97K -$209 -5 -10%
DI
969
Disciplined Investments
Oklahoma
$1.72K -$168 -4 -9%
M
970
MOTCO
Texas
$1.63K – – –
HS
971
Horan Securities
United States
$1.6K – – –
PO
972
Private Ocean
California
$1.59K +$1.59K +38 New
SIC
973
SJS Investment Consulting
Ohio
$1.55K – – –
AWM
974
Avior Wealth Management
Nebraska
$1.44K +$467 +11 +48%
ECM
975
Everence Capital Management
Indiana
$1.44K – – –
37 38
39
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