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Exelon
EXC

Overview Fund Activity

998 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, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
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
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$1.44B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$413M
3
Lazard Asset Management
Lazard Asset Management
New York
$325M
4
Deutsche Bank
Deutsche Bank
Germany
$546M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.16B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$889M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$230M
4
Morgan Stanley
Morgan Stanley
New York
$701M
5
Capital International Investors
Capital International Investors
California
$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
976
Disciplined Investments
Oklahoma
$1.95K +$216 +5 +13%
TFM
977
TFC Financial Management
Massachusetts
$1.91K -$11.2K -258 -85%
M
978
MOTCO
Texas
$1.69K -$16.4K -379 -91%
HS
979
Horan Securities
United States
$1.65K – – –
TCOT
980
Trust Company of Toledo
Ohio
$1.61K -$24 -547 -1%
SIC
981
SJS Investment Consulting
Ohio
$1.6K +$173 +4 +12%
ECM
982
Everence Capital Management
Indiana
$1.49K +$1.49K +34,410 New
CWM
983
Cedar Wealth Management
California
$1.43K – – –
MYAM
984
Meiji Yasuda Asset Management
Japan
$1.26K +$32 +730 +3%
AWM
985
Avior Wealth Management
Nebraska
$1.01K +$175 +4 +21%
APF
986
Alaska Permanent Fund
Alaska
$1K – – –
NMG
987
New Millennium Group
Utah
$994 +$994 +23 New
WA
988
WestEnd Advisors
North Carolina
$908 +$216 +5 +31%
MPCL
989
My Personal CFO LLC
Washington
$908 +$908 +21 New
FSWA
990
Financial Synergies Wealth Advisors
Texas
$779 – – –
IAA
991
Independent Advisor Alliance
North Carolina
$681 -$2 -51 -0.3%
MCM
992
Manchester Capital Management
Vermont
$605 -$20.1K -465 -97%
CIBC Private Wealth Group
993
CIBC Private Wealth Group
Georgia
$519 -$189 -4,380 -27%
FGAM
994
Financial Gravity Asset Management
Texas
$519 +$519 +43 New
TWD
995
True Wealth Design
Ohio
$476 +$476 +11 New
CASC
996
Coppell Advisory Solutions Corp
Texas
$173 +$173 +4 New
CAS
997
Coppell Advisory Solutions
Texas
$173 +$173 +4 New
CMP
998
Coston McIsaac & Partners
Maine
$4 – – –
ECP
999
Electron Capital Partners
New York
– -$55M -1,467,396 Closed
Qube Research & Technologies (QRT)
1000
Qube Research & Technologies (QRT)
United Kingdom
– -$33.9M -904,180 Closed
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