Exelon
997 hedge funds and large institutions have $30.9B invested in Exelon in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 374 increasing their positions, 337 reducing their positions, and 79 closing their positions.
374% more call options, than puts
Call options by funds: $315M | Put options by funds: $66.3M
13% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 79
11% more repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 337
0.62% more ownership
Funds ownership: 81.53% → 82.15% (+0.62%)
1% less funds holding
Funds holding: 1,003 → 997 (-6)
6% less capital invested
Capital invested by funds: $33B → $30.9B (-$2.14B)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$376M |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$108M |
| 3 |
Neuberger Berman Group
New York
|
+$89.3M |
| 4 |
Amundi
Paris,
France
|
+$89.1M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$77.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$168M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$148M |
| 3 |
Lazard Asset Management
New York
|
-$104M |
| 4 |
State Street
Boston,
Massachusetts
|
-$74.4M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$72M |
EXC Hedge Fund Activity: Q3 2023 in Review
997 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2023, worth a combined $30.9B — down 6.5% from $33B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new EXC positions and 79 closed out — a net gain of 10 holders — while 374 added to existing stakes and 337 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $376M. The largest seller was Millennium Management, cutting an estimated $168M.
- 997 institutional investors held Exelon (EXC) as of Q3 2023, down from 1,003 in Q2 2023.
- Funds reported $30.9B of Exelon stock for Q3 2023, down 6.5% quarter-over-quarter.
- 89 funds opened new Exelon positions in Q3 2023 and 79 closed out, a net change of +10 holders.
- The largest Exelon buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $376M added.
- The largest Exelon seller in Q3 2023 was Millennium Management, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2023.