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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
976
Steward Financial Group
Texas
$3K +$3.48K +88 New
EE
977
EWG Elevate
California
$2.98K +$2.73K +69 New
VCM
978
Versant Capital Management
Arizona
$2.29K
SC
979
Schubert & Co
Texas
$2.25K -$1.07K -27 -34%
GWMI
980
Guardian Wealth Management (Illinois)
Illinois
$2.21K
CA
981
Crewe Advisors
Utah
$2.21K -$17.4K -441 -90%
SC
982
Sierra Capital
Florida
$2K
DI
983
Disciplined Investments
Oklahoma
$1.95K +$198 +5 +13%
TFM
984
TFC Financial Management
Massachusetts
$1.91K -$10.2K -258 -85%
M
985
MOTCO
Texas
$1.69K -$15K -379 -91%
HS
986
Horan Securities
United States
$1.65K
TCOT
987
Trust Company of Toledo
Ohio
$1.61K -$21.6K -547 -1%
SIC
988
SJS Investment Consulting
Ohio
$1.6K +$158 +4 +12%
ECM
989
Everence Capital Management
Indiana
$1.49K +$1.36M +34,410 New
CWM
990
Cedar Wealth Management
California
$1.43K
MYAM
991
Meiji Yasuda Asset Management
Japan
$1.26K +$28.8K +730 +3%
AWM
992
Avior Wealth Management
Nebraska
$1.01K +$158 +4 +21%
APF
993
Alaska Permanent Fund
Alaska
$1K
NMG
994
New Millennium Group
Utah
$994 +$909 +23 New
WA
995
WestEnd Advisors
North Carolina
$908 +$198 +5 +31%
MPCL
996
My Personal CFO LLC
Washington
$908 +$830 +21 New
FSWA
997
Financial Synergies Wealth Advisors
Texas
$779
IAA
998
Independent Advisor Alliance
North Carolina
$681 -$2.02K -51 -0.3%
MCM
999
Manchester Capital Management
Vermont
$605 -$18.4K -465 -97%
CIBC Private Wealth Group
1000
CIBC Private Wealth Group
Georgia
$519 -$173K -4,380 -27%

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.