Exelon
1,003 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, 369 increasing their positions, 347 reducing their positions, and 71 closing their positions.
480% more call options, than puts
Call options by funds: $299M | Put options by funds: $51.5M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 71
6% more repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 347
0% more funds holding
Funds holding: 999 → 1,003 (+4)
0.58% less ownership
Funds ownership: 82.12% → 81.53% (-0.58%)
3% less capital invested
Capital invested by funds: $34.2B → $33B (-$1.15B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$410M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$154M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$130M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$110M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$98.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$686M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$162M |
| 3 |
Bank of New York Mellon
New York
|
-$149M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$121M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$105M |
EXC Hedge Fund Activity: Q2 2023 in Review
1,003 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2023, worth a combined $33B — down 3.4% from $34.2B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new EXC positions and 71 closed out — a net gain of 10 holders — while 369 added to existing stakes and 347 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $410M. The largest seller was GQG Partners, cutting an estimated $686M.
- 1,003 institutional investors held Exelon (EXC) as of Q2 2023, up from 999 in Q1 2023.
- Funds reported $33B of Exelon stock for Q2 2023, down 3.4% quarter-over-quarter.
- 81 funds opened new Exelon positions in Q2 2023 and 71 closed out, a net change of +10 holders.
- The largest Exelon buyer in Q2 2023 was Lazard Asset Management, an estimated $410M added.
- The largest Exelon seller in Q2 2023 was GQG Partners, an estimated $686M sold.
Based on aggregated 13F filings for Q2 2023.