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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $30.1B invested in Exelon in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 386 increasing their positions, 327 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-31
Holders Change %
-3.06%
% of All Funds
16.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
90
Increased
386
Reduced
327
Closed
106
Calls
$191M
Puts
$127M
Net Calls
+$63.4M
Net Calls Change
-$102M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$447M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$374M
3
Citadel Advisors
Citadel Advisors
Florida
$130M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.38B
5
Capital Research Global Investors
Capital Research Global Investors
California
$527M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$499M
2
Allianz Asset Management
Allianz Asset Management
Germany
$132M
3
GQG Partners
GQG Partners
Florida
$800M
4
Invesco
Invesco
Georgia
$459M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1001
Wahed Invest
New York
– -$475K -10,482 Closed
Wealth Enhancement Advisory Services
1002
Wealth Enhancement Advisory Services
Minnesota
– -$461K -10,408 Closed
CT
1003
Chicago Trust
Illinois
– -$356K -7,851 Closed
DA
1004
DCM Advisors
New York
– -$355K -7,803 Closed
FNBOH
1005
First National Bank of Hutchinson
Kansas
– -$330K -7,275 Closed
NIMI
1006
Natixis Investment Managers International
France
– -$317K -7,010 Closed
BAAM
1007
Baker Avenue Asset Management
California
– -$317K -6,985 Closed
WSFS
1008
Wilmington Savings Fund Society
Delaware
– -$315K -6,943 Closed
Walleye Trading
1009
Walleye Trading
New York
– -$282K -6,214 Closed
CBN
1010
Cadence Bank NA
Texas
– -$276K -6,100 Closed
CW
1011
CreativeOne Wealth
Kansas
– -$272K -6,011 Closed
FIM
1012
Freedom Investment Management
Connecticut
– -$252K -5,552 Closed
BHBT
1013
Burke & Herbert Bank & Trust
Virginia
– -$248K -5,459 Closed
BOH
1014
Bank of Hawaii
Hawaii
– -$246K -5,438 Closed
MHS
1015
M Holdings Securities
Oregon
– -$244K -5,389 Closed
EBWM
1016
Eagle Bluffs Wealth Management
Missouri
– -$242K -5,333 Closed
ATC
1017
Argent Trust Co
Tennessee
– -$241K -5,321 Closed
RCA
1018
Resonant Capital Advisors
Wisconsin
– -$241K -5,311 Closed
PWPS
1019
Pinnacle Wealth Planning Services
Ohio
– -$240K -5,293 Closed
PD
1020
Planning Directions
Pennsylvania
– -$236K -5,212 Closed
OF
1021
Outfitter Financial
Maine
– -$236K -5,208 Closed
TTWM
1022
TCV Trust & Wealth Management
Virginia
– -$235K -5,200 Closed
SWM
1023
SFG Wealth Management
Maryland
– -$235K -5,194 Closed
CCA
1024
Clearwater Capital Advisors
Illinois
– -$235K -5,180 Closed
PWA
1025
Phoenix Wealth Advisors
North Carolina
– -$234K -5,156 Closed
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