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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 %
GIA
1026
Gateway Investment Advisers
Ohio
– -$231K -5,096 Closed
LFAS
1027
Level Four Advisory Services
Texas
– -$231K -5,094 Closed
LSPW
1028
Lake Street Private Wealth
Illinois
– -$230K -5,084 Closed
UAS
1029
United Asset Strategies
New York
– -$228K -5,033 Closed
PP
1030
Patten & Patten
Tennessee
– -$226K -4,996 Closed
BS
1031
Boenning & Scattergood
Pennsylvania
– -$226K -4,981 Closed
AT
1032
American Trust
Kentucky
– -$225K -4,955 Closed
AWAP
1033
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$225K -4,954 Closed
CAM
1034
Cresset Asset Management
Illinois
– -$224K -4,946 Closed
SBH
1035
Segall Bryant & Hamill
Illinois
– -$223K -4,907 Closed
Nomura Holdings
1036
Nomura Holdings
Japan
– -$221K -4,806 Closed
CTA
1037
Chesley Taft & Associates
Illinois
– -$216K -4,771 Closed
CIA
1038
Compass Ion Advisors
Pennsylvania
– -$216K -4,756 Closed
YIH
1039
Y-Intercept (HK)
Hong Kong
– -$213K -4,696 Closed
GWM
1040
Gitterman Wealth Management
New Jersey
– -$212K -4,692 Closed
GC
1041
Grimes & Company
Massachusetts
– -$212K -4,667 Closed
CG
1042
Caprock Group
Idaho
– -$211K -4,645 Closed
SWMP
1043
Signature Wealth Management Partners
New Jersey
– -$209K -4,625 Closed
FHB
1044
First Hawaiian Bank
Hawaii
– -$208K -4,587 Closed
CWM
1045
Centric Wealth Management
Illinois
– -$206K -4,551 Closed
HT
1046
Heritage Trust
Oklahoma
– -$206K -4,544 Closed
SFS
1047
Stiles Financial Services
Minnesota
– -$205K -4,523 Closed
RCAG
1048
Rehmann Capital Advisory Group
Michigan
– -$205K -4,514 Closed
RDWM
1049
Red Door Wealth Management
Tennessee
– -$202K -4,462 Closed
VVP
1050
Venture Visionary Partners
Ohio
– -$195K -4,308 Closed
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