1,008 hedge funds and large institutions have $29.6B invested in Exelon in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 333 increasing their positions, 381 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+20
Holders Change %
+2.02%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
333
Reduced
381
Closed
104
Calls
$279M
Puts
$94.9M
Net Calls
+$184M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WDG
1076
Wealth Dimensions Group
Ohio
-$205K -5,424 Closed
APW
1077
Aurora Private Wealth
New Jersey
-$205K -5,419 Closed
NFG
1078
Nadler Financial Group
Illinois
-$203K -5,382 Closed
CDH
1079
Charles D. Hyman
-$203K -5,375 Closed
TI
1080
Truepoint Inc
Ohio
-$203K -5,374 Closed
AFG
1081
ABLE Financial Group
Arizona
-$201K -5,327 Closed
PD
1082
Planning Directions
Pennsylvania
-$201K -5,318 Closed
CIA
1083
Capital Investment Advisors
Georgia
-$200K -5,303 Closed
TCM
1084
Telos Capital Management
California
-$200K -5,297 Closed
SFFS
1085
Stonehage Fleming Financial Services
Jersey
-$170K -4,505 Closed
BCM
1086
BluePath Capital Management
Georgia
-$141K -3,734 Closed
EARNEST Partners
1087
EARNEST Partners
Georgia
-$128K -3,396 Closed
KI
1088
Kapitalo Investimentos
Brazil
-$88.4K -2,340 Closed
CSPIA
1089
Cary Street Partners Investment Advisory
Virginia
-$84.6K -2,238 Closed
SIM
1090
Sandia Investment Management
Massachusetts
-$82.7K -2,189 Closed
HL
1091
HeadInvest LLC
Maine
-$78.6K -2,146 Closed
RCG
1092
Rock Creek Group
District of Columbia
-$66.4K -1,757 Closed
AWA
1093
Authentikos Wealth Advisory
California
-$54.9K -1,454 Closed
WWM
1094
Wolff Wiese Magana
California
-$50.5K -1,337 Closed
LWCFA
1095
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$36.6K -900 Closed
WWP
1096
WR Wealth Planners
Missouri
-$20.9K -554 Closed
SIC
1097
Salem Investment Counselors
North Carolina
-$17K -449 Closed
Legacy Financial Group (Iowa)
1098
Legacy Financial Group (Iowa)
Iowa
-$15.3K -406 Closed
ICM
1099
Intrepid Capital Management
Florida
-$14.5K -384 Closed
GIA
1100
GHP Investment Advisors
Colorado
-$13.9K -347 Closed