Exelon
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.
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: 4 → 5 (+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: 988 → 1,005 (+17)
0.47% more ownership
Funds ownership: 81.52% → 81.99% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$470M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$378M |
| 3 |
Lazard Asset Management
New York
|
+$265M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$221M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$213M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$709M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$312M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$261M |
| 4 |
Morgan Stanley
New York
|
-$233M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$137M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1101
Twin Tree Management
Dallas,
Texas
| – | -$4K | -116 | Closed |
|
|
ACM
1102
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$4.3K | -114 | Closed |
|
|
GWSG
1103
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$4K | -110 | Closed |
|
|
AS
1104
Altshuler Shaham
Tel Aviv,
Israel
| – | -$4K | -95 | Closed |
|
|
VWM
1105
Valley Wealth Managers
Paramus,
New Jersey
| – | -$2K | -43 | Closed |
|
|
WOC
1106
West Oak Capital
Westlake Village,
California
| – | -$1K | -16 | 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.