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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$708M
2
BC
2
Brookfield Corp
Ontario, Canada
$161M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$809M
4
Macquarie Group
4
Macquarie Group
Australia
$206M
5
Norges Bank
5
Norges Bank
Norway
$445M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$19.9M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$232M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$871M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.7B
5
Prudential Financial
5
Prudential Financial
New Jersey
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
951
ClariVest Asset Management
California
$5K – – –
TVWM
952
Tower View Wealth Management
Wisconsin
$5K – – –
IPW
953
Impact Partnership Wealth
Georgia
$4.73K +$4.73K +116 New
CTA
954
Colonial Trust Advisors
South Carolina
$4.48K – – –
GWSG
955
GPS Wealth Strategies Group
Colorado
$4.48K – – –
TC
956
Truvestments Capital
Florida
$4.07K – – –
AF
957
Arrow Financial
New York
$4.07K – – –
RTL
958
Red Tortoise LLC
Georgia
$3.87K – – –
PB
959
Pinnacle Bancorp
Nebraska
$3.79K +$1.43K +35 +60%
PAG
960
Paladin Advisory Group
Iowa
$3.54K – – –
JGIA
961
Jackson Grant Investment Advisers
Connecticut
$3.46K – – –
SC
962
SouthState Corp
Florida
$3.26K -$74.4K -1,826 -96%
HWP
963
Highline Wealth Partners
California
$3.26K – – –
CMP
964
Coston McIsaac & Partners
Maine
$3K – – –
UFF
965
USA Financial Formulas
Michigan
$2.2K – – –
DIP
966
DT Investment Partners
Pennsylvania
$2.2K – – –
VCM
967
Versant Capital Management
Arizona
$2.16K – – –
GWM
968
Guardian Wealth Management
Illinois
$2.12K – – –
GM
969
GeoWealth Management
Illinois
$2K – – –
LFA
970
Level Financial Advisors
New York
$1.85K +$1.85K +45 New
DI
971
Disciplined Investments
Oklahoma
$1.83K +$163 +4 +10%
TFM
972
TFC Financial Management
Massachusetts
$1.8K -$38.9K -950 -96%
HS
973
Horan Securities
United States
$1.57K – – –
PO
974
Private Ocean
California
$1.55K – – –
CWM
975
Cedar Wealth Management
California
$1.34K – – –
37 38
39
40 41