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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 %
AT
1026
American Trust
Kentucky
– -$209K -4,839 Closed
GIA
1027
Gateway Investment Advisers
Ohio
– -$209K -4,835 Closed
GC
1028
Grimes & Company
Massachusetts
– -$204K -4,724 Closed
NL
1029
NWAM LLC
Washington
– -$203K -4,705 Closed
BHBT
1030
Burke & Herbert Bank & Trust
Virginia
– -$203K -4,694 Closed
1SB
1031
1ST Source Bank
Indiana
– -$202K -4,668 Closed
AWAP
1032
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$201K -4,654 Closed
DCM
1033
Dupont Capital Management
Delaware
– -$175K -4,043 Closed
USCWA
1034
U.S. Capital Wealth Advisors
Texas
– -$171K -3,961 Closed
AWM
1035
Accurate Wealth Management
Florida
– -$156K -3,568 Closed
WSC
1036
Wellington Shields & Co
New York
– -$117K -2,715 Closed
GTCM
1037
Gyon Technologies Capital Management
New Jersey
– -$116K -2,686 Closed
T
1038
TOBAM
France
– -$98K -2,273 Closed
SIM
1039
Sentry Investment Management
Wisconsin
– -$97K -2,241 Closed
MFA
1040
McClarren Financial Advisors
Pennsylvania
– -$88K -2,045 Closed
3IP
1041
3Chopt Investment Partners
Virginia
– -$86.2K -1,994 Closed
NSB
1042
Norway Savings Bank
Maine
– -$66.1K -1,530 Closed
DWP
1043
Destiny Wealth Partners
Florida
– -$45.7K -1,056 Closed
AF
1044
Affiance Financial
Minnesota
– -$32.4K -750 Closed
MS
1045
Madden Securities
Texas
– -$21.6K -500 Closed
ZIG
1046
Zullo Investment Group
Pennsylvania
– -$14.3K -332 Closed
OIS
1047
Okabena Investment Services
Minnesota
– -$11.2K -258 Closed
NC
1048
NewSquare Capital
Pennsylvania
– -$8.6K -199 Closed
SIM
1049
Studio Investment Management
Illinois
– -$7.05K -163 Closed
GGI
1050
Godsey & Gibb Inc
Virginia
– -$4.32K -100 Closed
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