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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
Balyasny Asset Management
1001
Balyasny Asset Management
Illinois
-$32.8M -759,520 Closed
CGPCS
1002
Capital Group Private Client Services
California
-$25.3M -586,092 Closed
Voloridge Investment Management
1003
Voloridge Investment Management
Florida
-$24.2M -558,969 Closed
BA
1004
Bridgewater Associates
Connecticut
-$14.8M -342,339 Closed
Holocene Advisors
1005
Holocene Advisors
New York
-$4.96M -114,650 Closed
HCMT
1006
Highland Capital Management (Tennessee)
Tennessee
-$4.74M -109,537 Closed
WLPWM
1007
Walled Lake Planning & Wealth Management
Illinois
-$3.45M -79,867 Closed
BBA
1008
Baader Bank Aktiengesellschaft
Germany
-$2.57M -59,562 Closed
CM
1009
Caption Management
Oklahoma
-$2.45M -56,700 Closed
SFI
1010
Susquehanna Fundamental Investments
Pennsylvania
-$1.73M -40,009 Closed
TPM
1011
Triasima Portfolio Management
Quebec, Canada
-$1.65M -38,195 Closed
WSCM
1012
Wellington Shields Capital Management
New York
-$735K -17,000 Closed
SAM
1013
Sabadell Asset Management
Spain
-$649K -14,700 Closed
SCI
1014
Stableford Capital II
Arizona
-$648K -14,686 Closed
SAM
1015
Strategy Asset Managers
California
-$626K -14,472 Closed
WEG
1016
World Equity Group
Illinois
-$556K -12,862 Closed
MCC
1017
Money Concepts Capital
Florida
-$505K -11,688 Closed
RAG
1018
RIA Advisory Group
Iowa
-$432K -10,441 Closed
XT
1019
XTX Topco
Cayman Islands
-$444K -10,281 Closed
SEC
1020
Seven Eight Capital
New York
-$377K -8,715 Closed
SHFA
1021
SC&H Financial Advisors
Maryland
-$330K -7,626 Closed
BMCM
1022
Bryn Mawr Capital Management
Pennsylvania
-$300K -6,931 Closed
ERIC
1023
Eagle Rock Investment Company
Georgia
-$300K -6,800 Closed
FNFDCM
1024
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$292K -6,760 Closed
GWA
1025
GGM Wealth Advisors
Maryland
-$242K -5,548 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.