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999 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $303M | Put options by funds: $98.6M

29% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 315

22% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.12% more ownership

Funds ownership: 81.99%82.12% (+0.12%)

1% less funds holding

Funds holding: 1,005999 (-6)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$896M)

Holders
999
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
88
Increased
406
Reduced
315
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
976
GeoWealth Management
Illinois
$2K +$1.88K +45 New
SC
977
Schubert & Co
Texas
$1.97K -$208 -5 -10%
DI
978
Disciplined Investments
Oklahoma
$1.72K -$167 -4 -9%
M
979
MOTCO
Texas
$1.63K
HS
980
Horan Securities
United States
$1.6K
PO
981
Private Ocean
California
$1.59K +$1.58K +38 New
SIC
982
SJS Investment Consulting
Ohio
$1.55K
AWM
983
Avior Wealth Management
Nebraska
$1.44K +$459 +11 +48%
ECM
984
Everence Capital Management
Indiana
$1.44K
CWM
985
Cedar Wealth Management
California
$1.38K
AP
986
Arlington Partners
Alabama
$1.09K +$1.08K +26 New
IG
987
ING Group
Netherlands
$1.05K -$3.48M -83,428 -100%
AIM
988
Anchor Investment Management
South Carolina
$1.05K -$29.2K -700 -97%
CA
989
Centerpoint Advisors
Massachusetts
$1K +$500 +12 New
WA
990
WestEnd Advisors
North Carolina
$922 -$875 -21 Closed
FSWA
991
Financial Synergies Wealth Advisors
Texas
$755
WOC
992
West Oak Capital
California
$670 +$667 +16 New
DWA
993
Delos Wealth Advisors
Texas
$629 -$14.8K -354 -96%
MCM
994
Manchester Capital Management
Vermont
$587
2L
995
25 LLC
Missouri
$514 +$500 +12 New
TWD
996
True Wealth Design
Ohio
$461
SFCL
997
Strengthening Families & Communities LLC
Massachusetts
$13
EWA
998
EP Wealth Advisors
California
$3 +$1.1M +26,500 New
ZP
999
Zimmer Partners
New York
-$54.7M -1,264,300 Closed
Renaissance Technologies
1000
Renaissance Technologies
New York
-$45.8M -1,059,424 Closed

EXC Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2023, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EXC positions and 72 closed out — a net gain of 16 holders — while 406 added to existing stakes and 315 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $430M. The largest seller was GQG Partners, cutting an estimated $674M.

  • 999 institutional investors held Exelon (EXC) as of Q1 2023, down from 1,005 in Q4 2022.
  • Funds reported $34.2B of Exelon stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 88 funds opened new Exelon positions in Q1 2023 and 72 closed out, a net change of +16 holders.
  • The largest Exelon buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $430M added.
  • The largest Exelon seller in Q1 2023 was GQG Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2023.