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1,005 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, 370 increasing their positions, 333 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $227M | Put options by funds: $99.1M

30% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $30.1B → $35.1B (+$4.97B)

11% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 333

2% more funds holding

Funds holding: 9881,005 (+17)

0.47% more ownership

Funds ownership: 81.52%81.99% (+0.47%)

Holders
1,005
Holders Change
+17
Holders Change %
+1.72%
% of All Funds
16.15%
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
370
Reduced
333
Closed
102
Calls
$227M
Puts
$99.1M
Net Calls
+$128M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ETH
1076
Exos TFP Holdings
New York
-$151K -4,028 Closed
ALAM
1077
Asahi Life Asset Management
Japan
-$142K -3,800 Closed
CF
1078
Centaurus Financial
California
-$118K -3,154 Closed
HI
1079
Hudock Inc
Pennsylvania
-$108K -2,906 Closed
AIP
1080
Almanack Investment Partners
Pennsylvania
-$105K -2,809 Closed
EW
1081
Evoke Wealth
California
-$96K -2,552 Closed
CMBA
1082
C.M. Bidwell & Associates
Hawaii
-$88K -2,356 Closed
CM
1083
Cornerstone Management
Georgia
-$45.9K -1,226 Closed
PFA
1084
Professional Financial Advisors
Nebraska
-$44K -1,183 Closed
CWM
1085
Castle Wealth Management
Florida
-$42K -1,122 Closed
HMS
1086
Hanseatic Management Services
New Mexico
-$36K -964 Closed
EIP
1087
Ellis Investment Partners
Pennsylvania
-$32K -861 Closed
RTC
1088
Riverview Trust Company
Washington
-$29K -785 Closed
SWM
1089
Selective Wealth Management
Virginia
-$26K -700 Closed
CL
1090
COWA LLC
Oklahoma
-$26K -687 Closed
VLKIM
1091
Van Lanschot Kempen Investment Management
Netherlands
-$26K -686 Closed
VCM
1092
Vigilant Capital Management
Maine
-$17K -459 Closed
IAMOG
1093
Investors Asset Management of Georgia
Georgia
-$16K -418 Closed
DFCM
1094
Dark Forest Capital Management
Puerto Rico
-$14K -377 Closed
SWM
1095
Sugarloaf Wealth Management
Georgia
-$12K -316 Closed
SPWG
1096
Sage Private Wealth Group
Illinois
-$10K -276 Closed
FA
1097
Financial Advantage
Maryland
-$10K -271 Closed
LS
1098
Leelyn Smith
Illinois
-$8K -215 Closed
WWMSC
1099
Wagner Wealth Management (South Carolina)
South Carolina
-$6K -166 Closed
EC
1100
EdgeRock Capital
Colorado
-$6K -155 Closed

EXC Hedge Fund Activity: Q4 2022 in Review

1,005 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2022, worth a combined $35.1B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXC positions and 102 closed out — a net gain of 31 holders — while 370 added to existing stakes and 333 trimmed.

The largest buyer was GQG Partners, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $709M.

  • 1,005 institutional investors held Exelon (EXC) as of Q4 2022, up from 988 in Q3 2022.
  • Funds reported $35.1B of Exelon stock for Q4 2022, up 17% quarter-over-quarter.
  • 133 funds opened new Exelon positions in Q4 2022 and 102 closed out, a net change of +31 holders.
  • The largest Exelon buyer in Q4 2022 was GQG Partners, an estimated $470M added.
  • The largest Exelon seller in Q4 2022 was JP Morgan Chase, an estimated $709M sold.

Based on aggregated 13F filings for Q4 2022.