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Exelon
EXC

Overview Fund Activity

1,008 hedge funds and large institutions have $29.6B invested in Exelon in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 333 increasing their positions, 381 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+20
Holders Change %
+2.02%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
333
Reduced
381
Closed
104
Calls
$279M
Puts
$94.9M
Net Calls
+$184M
Net Calls Change
-$64.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.15B
2
SCP
2
Soroban Capital Partners
New York
$286M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$187M
4
ZP
4
Zimmer Partners
New York
$138M
5
BlackRock
5
BlackRock
New York
$3.24B

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$556M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$563M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$296M
5
Cohen & Steers
5
Cohen & Steers
New York
$9.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1001
ClariVest Asset Management
California
$466 -$4.77K -133 -91%
CJ
1002
Caitlin John
Michigan
$398 +$398 +11 New
Kayne Anderson Rudnick Investment Management
1003
Kayne Anderson Rudnick Investment Management
California
$395 -$72 -2 -15%
TWD
1004
True Wealth Design
Ohio
$395 – – –
EWM
1005
Evermay Wealth Management
Virginia
$359 +$359 +10 New
SPWM
1006
Spartan Planning & Wealth Management
North Carolina
$323 – – –
TWP
1007
TFO Wealth Partners
Ohio
$215 – – –
DFA
1008
DHJJ Financial Advisors
Illinois
$144 – – –
LFA
1009
Level Financial Advisors
New York
$16 -$17 – –
DWM
1010
Dogwood Wealth Management
Kansas
$7 – – –
BC
1011
Brookfield Corp
Ontario, Canada
– -$156M -4,130,813 Closed
CVA
1012
Ceredex Value Advisors
Florida
– -$50.9M -1,346,100 Closed
BGIM
1013
Brandywine Global Investment Management
Pennsylvania
– -$46.4M -1,227,198 Closed
Point72 Asset Management
1014
Point72 Asset Management
Connecticut
– -$41.3M -1,092,859 Closed
DPIM
1015
Duff & Phelps Investment Management
Illinois
– -$28.4M -751,271 Closed
GQG Partners
1016
GQG Partners
Florida
– -$17.7M -468,160 Closed
LP
1017
LMR Partners
United Kingdom
– -$15.1M -400,015 Closed
Two Sigma Investments
1018
Two Sigma Investments
New York
– -$14.3M -377,461 Closed
TC
1019
Teilinger Capital
Texas
– -$10.8M -285,100 Closed
CM
1020
Crestline Management
Texas
– -$10.7M -284,355 Closed
Voloridge Investment Management
1021
Voloridge Investment Management
Florida
– -$5.31M -140,428 Closed
Two Sigma Advisers
1022
Two Sigma Advisers
New York
– -$4.11M -108,800 Closed
ECM
1023
Element Capital Management
New York
– -$4.01M -106,116 Closed
HF
1024
HRT Financial
New York
– -$3.38M -89,325 Closed
SFM
1025
Soros Fund Management
New York
– -$2.91M -77,000 Closed
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