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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
NSB
1051
Norway Savings Bank
Maine
-$66.1K -1,530 Closed
DWP
1052
Destiny Wealth Partners
Florida
-$45.7K -1,056 Closed
SSG
1053
Summit Securities Group
New York
-$41.7K -1,000 -100%
AF
1054
Affiance Financial
Minnesota
-$32.4K -750 Closed
MS
1055
Madden Securities
Texas
-$21.6K -500 Closed
ZIG
1056
Zullo Investment Group
Pennsylvania
-$14.3K -332 Closed
OIS
1057
Okabena Investment Services
Minnesota
-$11.2K -258 Closed
NC
1058
NewSquare Capital
Pennsylvania
-$8.6K -199 Closed
SIM
1059
Studio Investment Management
Illinois
-$7.05K -163 Closed
GGI
1060
Godsey & Gibb Inc
Virginia
-$4.32K -100 Closed
SIC
1061
Salem Investment Counselors
North Carolina
-$3.8K -88 Closed
EE
1062
EWG Elevate
California
-$2.98K -69 Closed
CA
1063
Crewe Advisors
Utah
-$2.21K -51 Closed
FGAM
1064
Financial Gravity Asset Management
Texas
-$519 -43 Closed
SC
1065
Sierra Capital
Florida
-$2K -40 Closed
NMG
1066
New Millennium Group
Utah
-$994 -23 Closed
MPCL
1067
My Personal CFO LLC
Washington
-$908 -21 Closed
CAS
1068
Coppell Advisory Solutions
Texas
-$173 -4 Closed
CASC
1069
Coppell Advisory Solutions Corp
Texas
-$173 -4 Closed
GKIM
1070
GW&K Investment Management
Massachusetts
+$250 +6 New
AW
1071
Avion Wealth
Texas
+$709 +17 New

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.