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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
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$36.7M +$605K +14,522 +2%
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$36.4M +$3.93M +94,398 +12%
VRS
103
Virginia Retirement Systems
Virginia
$35.7M +$2.7M +64,810 +8%
HHAM
104
HITE Hedge Asset Management
Massachusetts
$35.5M -$765K -18,343 -2%
Ameriprise
105
Ameriprise
Minnesota
$34.9M +$9.86M +236,652 +40%
ERSOT
106
Employees Retirement System of Texas
Texas
$33.8M -$1.4M -33,693 -4%
VDI
107
Vaughan David Investments
Illinois
$33M +$415K +9,966 +1%
Nomura Asset Management
108
Nomura Asset Management
Japan
$32.9M -$16.3M -390,482 -33%
Man Group
109
Man Group
United Kingdom
$32.5M -$44.3M -1,063,255 Closed
RJA
110
Raymond James & Associates
Florida
$30M -$517K -12,400 -2%
IIM
111
INTECH Investment Management
Florida
$29.7M +$1.96M +46,970 +7%
Royal London Asset Management
112
Royal London Asset Management
United Kingdom
$29.6M -$1.52M -36,535 -5%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$29M +$386K +9,248 +1%
MAM
114
Magellan Asset Management
Australia
$28.9M -$167K -4,010 -0.6%
Nordea Investment Management
115
Nordea Investment Management
Sweden
$26.9M -$904K -21,676 -3%
FP
116
Foundry Partners
Minnesota
$26.8M -$2.88M -69,010 -10%
Federated Hermes
117
Federated Hermes
Pennsylvania
$26.4M +$1.14M +27,355 +5%
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$25M -$1.15M -27,496 -4%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$24.5M +$307K +7,356 +1%
MGIM
120
M&G Investment Management
United Kingdom
$24.5M +$1.26M +30,176 +5%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$24.3M +$240K +5,760 +1%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$24.1M +$3.58M +85,877 +18%
SEI Investments
123
SEI Investments
Pennsylvania
$23.9M +$12.8M +307,798 +117%
AWM
124
AE Wealth Management
Kansas
$23.9M +$3.49M +83,821 +17%
EIP
125
Energy Income Partners
Connecticut
$22.2M -$18.7M -449,791 -46%

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.