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Exelon
EXC

Overview Fund Activity

990 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-8
Holders Change %
-0.8%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
86
Increased
402
Reduced
313
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$833M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$700M
3
Deutsche Bank
3
Deutsche Bank
Germany
$748M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$339M
5
BlackRock
5
BlackRock
New York
$3.64B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$716M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$624M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$402M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.05B
5
Capital International Investors
5
Capital International Investors
California
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
976
Cedar Wealth Management
California
$1.38K – – –
AP
977
Arlington Partners
Alabama
$1.09K +$1.09K +26 New
IG
978
ING Group
Netherlands
$1.05K -$3.49M -83,428 -100%
AIM
979
Anchor Investment Management
South Carolina
$1.05K -$29.3K -700 -97%
CA
980
Centerpoint Advisors
Massachusetts
$1K +$1K +12 New
WA
981
WestEnd Advisors
North Carolina
$922 -$908 -21 Closed
FSWA
982
Financial Synergies Wealth Advisors
Texas
$755 – – –
WOC
983
West Oak Capital
California
$670 +$670 +16 New
DWA
984
Delos Wealth Advisors
Texas
$629 -$14.8K -354 -96%
MCM
985
Manchester Capital Management
Vermont
$587 – – –
2L
986
25 LLC
Missouri
$514 +$514 +12 New
TWD
987
True Wealth Design
Ohio
$461 – – –
SFCL
988
Strengthening Families & Communities LLC
Massachusetts
$13 – – –
EWA
989
EP Wealth Advisors
California
$3 +$3 +26,500 New
ZP
990
Zimmer Partners
New York
– -$54.7M -1,264,300 Closed
Renaissance Technologies
991
Renaissance Technologies
New York
– -$45.8M -1,059,424 Closed
Balyasny Asset Management
992
Balyasny Asset Management
Illinois
– -$32.8M -759,520 Closed
CGPCS
993
Capital Group Private Client Services
California
– -$25.3M -586,092 Closed
Voloridge Investment Management
994
Voloridge Investment Management
Florida
– -$24.2M -558,969 Closed
BA
995
Bridgewater Associates
Connecticut
– -$14.8M -342,339 Closed
Holocene Advisors
996
Holocene Advisors
New York
– -$4.96M -114,650 Closed
HCMT
997
Highland Capital Management (Tennessee)
Tennessee
– -$4.74M -109,537 Closed
WLPWM
998
Walled Lake Planning & Wealth Management
Illinois
– -$3.45M -79,867 Closed
BBA
999
Baader Bank Aktiengesellschaft
Germany
– -$2.57M -59,562 Closed
CM
1000
Caption Management
Oklahoma
– -$2.45M -56,700 Closed
38 39
40
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