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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
SBH
1026
Segall Bryant & Hamill
Illinois
-$238K -5,506 Closed
OF
1027
Outfitter Financial
Maine
-$225K -5,208 Closed
BP
1028
Ballentine Partners
Massachusetts
-$222K -5,136 Closed
MHS
1029
M Holdings Securities
Oregon
-$221K -5,112 Closed
MOS
1030
MGO One Seven
Ohio
-$220K -5,096 Closed
GP
1031
Girard Partners
Pennsylvania
-$219K -5,074 Closed
PFM
1032
Patton Fund Management
Texas
-$219K -5,057 Closed
LSPW
1033
Lake Street Private Wealth
Illinois
-$214K -4,971 Closed
SWM
1034
SFG Wealth Management
Maryland
-$212K -4,900 Closed
AT
1035
American Trust
Kentucky
-$209K -4,839 Closed
GIA
1036
Gateway Investment Advisers
Ohio
-$209K -4,835 Closed
GC
1037
Grimes & Company
Massachusetts
-$204K -4,724 Closed
NL
1038
NWAM LLC
Washington
-$203K -4,705 Closed
BHBT
1039
Burke & Herbert Bank & Trust
Virginia
-$203K -4,694 Closed
1SB
1040
1ST Source Bank
Indiana
-$202K -4,668 Closed
AWAP
1041
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$201K -4,654 Closed
DCM
1042
Dupont Capital Management
Delaware
-$175K -4,043 Closed
USCWA
1043
U.S. Capital Wealth Advisors
Texas
-$171K -3,961 Closed
AWM
1044
Accurate Wealth Management
Florida
-$156K -3,568 Closed
WSC
1045
Wellington Shields & Co
New York
-$117K -2,715 Closed
GTCM
1046
Gyon Technologies Capital Management
New Jersey
-$116K -2,686 Closed
T
1047
TOBAM
France
-$98K -2,273 Closed
SIM
1048
Sentry Investment Management
Wisconsin
-$97K -2,241 Closed
MFA
1049
McClarren Financial Advisors
Pennsylvania
-$88K -2,045 Closed
3IP
1050
3Chopt Investment Partners
Virginia
-$86.2K -1,994 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.