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Exelon
EXC

Overview Fund Activity

994 hedge funds and large institutions have $33B invested in Exelon in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
15.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
367
Reduced
344
Closed
71
Calls
$299M
Puts
$51.5M
Net Calls
+$247M
Net Calls Change
+$43.4M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$708M
2
BC
2
Brookfield Corp
Ontario, Canada
$161M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$809M
4
Macquarie Group
4
Macquarie Group
Australia
$206M
5
Norges Bank
5
Norges Bank
Norway
$445M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$19.9M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$232M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$871M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.7B
5
Prudential Financial
5
Prudential Financial
New Jersey
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1026
Connacht Asset Management
New York
– -$346K -8,267 Closed
QIM
1027
Quantitative Investment Management
Virginia
– -$341K -8,153 Closed
IMCOOI
1028
Investment Management Corp of Ontario (IMCO)
Canada
– -$336K -8,018 Closed
DT
1029
Diversified Trust
Tennessee
– -$293K -6,994 Closed
LOAMS
1030
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$262K -6,263 Closed
VFA
1031
Valeo Financial Advisors
Indiana
– -$261K -6,238 Closed
Capstone Investment Advisors
1032
Capstone Investment Advisors
New York
– -$254K -6,058 Closed
KI
1033
Kapitalo Investimentos
Brazil
– -$251K -5,987 Closed
CD
1034
Chapin Davis
Maryland
– -$244K -5,818 Closed
MFP
1035
Meridian Financial Partners
Virginia
– -$248K -5,789 Closed
AW
1036
Apricus Wealth
South Carolina
– -$235K -5,600 Closed
IF
1037
Insight Folios
North Carolina
– -$233K -5,571 Closed
FLPIM
1038
F.L. Putnam Investment Management
Massachusetts
– -$231K -5,511 Closed
CI
1039
Conning Inc
Connecticut
– -$230K -5,496 Closed
VT
1040
Vise Technologies
New York
– -$225K -5,382 Closed
AI
1041
Atom Investors
Texas
– -$225K -5,365 Closed
PFS
1042
Prospera Financial Services
Texas
– -$216K -5,159 Closed
RCAG
1043
Rehmann Capital Advisory Group
Michigan
– -$211K -5,031 Closed
APP
1044
Avantax Planning Partners
Iowa
– -$205K -4,904 Closed
MWM
1045
Marion Wealth Management
Pennsylvania
– -$204K -4,859 Closed
MWM
1046
Mission Wealth Management
California
– -$202K -4,832 Closed
QCM
1047
Qsemble Capital Management
New York
– -$201K -4,800 Closed
UAML
1048
US Asset Management LLC
Pennsylvania
– -$197K -4,702 Closed
TWA
1049
TCI Wealth Advisors
Arizona
– -$71K -1,695 Closed
VCM
1050
Vigilant Capital Management
Maine
– -$50K -1,200 Closed
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