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Exelon
EXC

Overview Fund Activity

998 hedge funds and large institutions have $35.1B invested in Exelon in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 367 increasing their positions, 331 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+17
Holders Change %
+1.73%
% of All Funds
16.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
133
Increased
367
Reduced
331
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$1.44B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$413M
3
Lazard Asset Management
Lazard Asset Management
New York
$325M
4
Deutsche Bank
Deutsche Bank
Germany
$546M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.16B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$889M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$230M
4
Morgan Stanley
Morgan Stanley
New York
$701M
5
Capital International Investors
Capital International Investors
California
$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
1076
Cornerstone Management
Georgia
– -$45.9K -1,226 Closed
PFA
1077
Professional Financial Advisors
Nebraska
– -$44K -1,183 Closed
CWM
1078
Castle Wealth Management
Florida
– -$42K -1,122 Closed
HMS
1079
Hanseatic Management Services
New Mexico
– -$36K -964 Closed
EIP
1080
Ellis Investment Partners
Pennsylvania
– -$32K -861 Closed
RTC
1081
Riverview Trust Company
Washington
– -$29K -785 Closed
SWM
1082
Selective Wealth Management
Virginia
– -$26K -700 Closed
CL
1083
COWA LLC
Oklahoma
– -$26K -687 Closed
VLKIM
1084
Van Lanschot Kempen Investment Management
Netherlands
– -$26K -686 Closed
VCM
1085
Vigilant Capital Management
Maine
– -$17K -459 Closed
IAMOG
1086
Investors Asset Management of Georgia
Georgia
– -$16K -418 Closed
DFCM
1087
Dark Forest Capital Management
Puerto Rico
– -$14K -377 Closed
SWM
1088
Sugarloaf Wealth Management
Georgia
– -$12K -316 Closed
SPWG
1089
Sage Private Wealth Group
Illinois
– -$10K -276 Closed
FA
1090
Financial Advantage
Maryland
– -$10K -271 Closed
LS
1091
Leelyn Smith
Illinois
– -$8K -215 Closed
WWM
1092
Wagner Wealth Management
South Carolina
– -$6K -166 Closed
EC
1093
EdgeRock Capital
Colorado
– -$6K -155 Closed
Twin Tree Management
1094
Twin Tree Management
Texas
– -$4K -116 Closed
ACM
1095
Absolute Capital Management
Pennsylvania
– -$4.3K -114 Closed
GWSG
1096
GPS Wealth Strategies Group
Colorado
– -$4K -110 Closed
AS
1097
Altshuler Shaham
Israel
– -$4K -95 Closed
VWM
1098
Valley Wealth Managers
New Jersey
– -$2K -43 Closed
WOC
1099
West Oak Capital
California
– -$1K -16 Closed
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