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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$708M
2
BC
2
Brookfield Corp
Ontario, Canada
$161M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$809M
4
Macquarie Group
4
Macquarie Group
Australia
$206M
5
Norges Bank
5
Norges Bank
Norway
$445M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$19.9M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$232M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$871M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.7B
5
Prudential Financial
5
Prudential Financial
New Jersey
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
976
SJS Investment Consulting
Ohio
$1.14K -$367 -9 -24%
PA
977
PSI Advisors
Florida
$1.14K +$1.14K +28 New
AP
978
Arlington Partners
Alabama
$1.06K – – –
AIM
979
Anchor Investment Management
South Carolina
$1.02K – – –
VNA
980
Valley National Advisers
Pennsylvania
$1K -$154K -3,086 -99%
AW
981
Avion Wealth
Texas
$1K +$541 +20 +118%
FNBOSM
982
First National Bank of South Miami
Florida
$937 -$28.9K -710 -97%
AWM
983
Avior Wealth Management
Nebraska
$814 -$570 -14 -41%
FSWA
984
Financial Synergies Wealth Advisors
Texas
$734 – – –
TCA
985
Trifecta Capital Advisors
Illinois
$734 +$734 +18 New
WOC
986
West Oak Capital
California
$652 – – –
DWA
987
Delos Wealth Advisors
Texas
$612 – – –
MCM
988
Manchester Capital Management
Vermont
$571 – – –
FGAM
989
Financial Gravity Asset Management
Texas
$552 +$552 +41 New
Kayne Anderson Rudnick Investment Management
990
Kayne Anderson Rudnick Investment Management
California
$530 +$530 +13 New
CA
991
Crewe Advisors
Utah
$489 +$489 +12 New
TWD
992
True Wealth Design
Ohio
$449 – – –
CAS
993
Coppell Advisory Solutions
Texas
$160 +$160 +4 New
VRS
994
Virginia Retirement Systems
Virginia
– -$35.7M -851,510 Closed
ERSOT
995
Employees Retirement System of Texas
Texas
– -$33.8M -806,197 Closed
FP
996
Foundry Partners
Minnesota
– -$26.8M -640,687 Closed
JPMPWA
997
J.P. Morgan Private Wealth Advisors
California
– -$22.1M -527,470 Closed
JFG
998
Jefferies Financial Group
New York
– -$13.2M -316,250 Closed
ACG
999
Aventail Capital Group
New York
– -$7.34M -175,132 Closed
ACM
1000
Aquatic Capital Management
Illinois
– -$5.25M -125,200 Closed
38 39
40
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