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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 %
SFI
1001
Susquehanna Fundamental Investments
Pennsylvania
– -$1.73M -40,009 Closed
TPM
1002
Triasima Portfolio Management
Quebec, Canada
– -$1.65M -38,195 Closed
WSCM
1003
Wellington Shields Capital Management
New York
– -$735K -17,000 Closed
SAM
1004
Sabadell Asset Management
Spain
– -$649K -14,700 Closed
SCI
1005
Stableford Capital II
Arizona
– -$648K -14,686 Closed
SAM
1006
Strategy Asset Managers
California
– -$626K -14,472 Closed
WEG
1007
World Equity Group
Illinois
– -$556K -12,862 Closed
MCC
1008
Money Concepts Capital
Florida
– -$505K -11,688 Closed
RAG
1009
RIA Advisory Group
Iowa
– -$432K -10,441 Closed
XT
1010
XTX Topco
Cayman Islands
– -$444K -10,281 Closed
SEC
1011
Seven Eight Capital
New York
– -$377K -8,715 Closed
SHFA
1012
SC&H Financial Advisors
Maryland
– -$330K -7,626 Closed
BMCM
1013
Bryn Mawr Capital Management
Pennsylvania
– -$300K -6,931 Closed
ERIC
1014
Eagle Rock Investment Company
Georgia
– -$300K -6,800 Closed
FNFDCM
1015
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$292K -6,760 Closed
GWA
1016
GGM Wealth Advisors
Maryland
– -$242K -5,548 Closed
SBH
1017
Segall Bryant & Hamill
Illinois
– -$238K -5,506 Closed
OF
1018
Outfitter Financial
Maine
– -$225K -5,208 Closed
BP
1019
Ballentine Partners
Massachusetts
– -$222K -5,136 Closed
MHS
1020
M Holdings Securities
Oregon
– -$221K -5,112 Closed
MOS
1021
MGO One Seven
Ohio
– -$220K -5,096 Closed
GP
1022
Girard Partners
Pennsylvania
– -$219K -5,074 Closed
PFM
1023
Patton Fund Management
Texas
– -$219K -5,057 Closed
LSPW
1024
Lake Street Private Wealth
Illinois
– -$214K -4,971 Closed
SWM
1025
SFG Wealth Management
Maryland
– -$212K -4,900 Closed
39 40
41
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