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999 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $303M | Put options by funds: $98.6M

29% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 315

22% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.12% more ownership

Funds ownership: 81.99%82.12% (+0.12%)

1% less funds holding

Funds holding: 1,005999 (-6)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$896M)

Holders
999
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
88
Increased
406
Reduced
315
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
951
Stone House Investment Management
Pennsylvania
$5.74K +$5.71K +137 New
RFG
952
RFP Financial Group
Georgia
$5.61K
RWM
953
Ruedi Wealth Management
Illinois
$5.32K
AAP
954
Arax Advisory Partners
Colorado
$5.24K
ANBT
955
American National Bank & Trust
Texas
$5.24K -$1.25K -30 -19%
SSC
956
Syverson Strege & Co
Iowa
$5.03K +$5K +120 New
AWM
957
Abound Wealth Management
Tennessee
$4.95K
CTA
958
Colonial Trust Advisors
South Carolina
$4.61K
GWSG
959
GPS Wealth Strategies Group
Colorado
$4.61K +$4.58K +110 New
AF
960
Arrow Financial
New York
$4.19K
TC
961
Truvestments Capital
Florida
$4.19K
RTL
962
Red Tortoise LLC
Georgia
$3.98K +$3.96K +95 New
AIP
963
Ahrens Investment Partners
Louisiana
$3.94K +$3.92K +94 New
Parallax Volatility Advisers
964
Parallax Volatility Advisers
California
$3.77K -$1.25K -30 -25%
PAG
965
Paladin Advisory Group
Iowa
$3.64K +$3.63K +87 New
JGIA
966
Jackson Grant Investment Advisers
Connecticut
$3.56K +$3.54K +85 New
ETC
967
Exchange Traded Concepts
Oklahoma
$3.52K +$292 +7 +9%
HWP
968
Highline Wealth Partners
California
$3.35K
CMP
969
Coston McIsaac & Partners
Maine
$3K
PB
970
Pinnacle Bancorp
Nebraska
$2.43K
DIP
971
DT Investment Partners
Pennsylvania
$2.29K +$2.21K +53 New
UFF
972
USA Financial Formulas
Michigan
$2.26K +$2.25K +54 New
VCM
973
Versant Capital Management
Arizona
$2.22K
GWMI
974
Guardian Wealth Management (Illinois)
Illinois
$2.16K +$42 +1 +2%
PCM
975
Penserra Capital Management
California
$2K -$3.22M -77,355 -100%

EXC Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2023, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EXC positions and 72 closed out — a net gain of 16 holders — while 406 added to existing stakes and 315 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $430M. The largest seller was GQG Partners, cutting an estimated $674M.

  • 999 institutional investors held Exelon (EXC) as of Q1 2023, down from 1,005 in Q4 2022.
  • Funds reported $34.2B of Exelon stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 88 funds opened new Exelon positions in Q1 2023 and 72 closed out, a net change of +16 holders.
  • The largest Exelon buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $430M added.
  • The largest Exelon seller in Q1 2023 was GQG Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2023.