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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
JMPWA
126
JP Morgan Private Wealth Advisors
California
$22.5M +$375K +9,501 +2%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$21.1M +$10M +253,745 +108%
AWM
128
AE Wealth Management
Kansas
$21M +$6.2M +156,833 +48%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$20.7M +$4.32M +109,408 +30%
Asset Management One
130
Asset Management One
Japan
$20.3M -$385K -9,739 -2%
RAM
131
RWC Asset Management
United Kingdom
$19.9M -$3.56M -90,166 -16%
Aviva
132
Aviva
United Kingdom
$19.4M +$1.41M +35,750 +9%
GC
133
Guggenheim Capital
Illinois
$19.2M -$3.17M -80,279 -15%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$19.1M +$84.9K +2,150 +0.5%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$18.9M -$523K -13,243 -3%
American Century Companies
136
American Century Companies
Missouri
$18.8M +$568K +14,373 +3%
GT
137
Glenmede Trust
Pennsylvania
$18.7M +$7.55M +191,215 +79%
SSA
138
Schonfeld Strategic Advisors
New York
$18.6M +$16.6M +419,149 +3,796%
BC
139
Brookfield Corp
Ontario, Canada
$17.7M -$2.31M -58,563 -13%
Axa
140
Axa
France
$17.3M +$4.41M +111,609 +39%
DZ Bank
141
DZ Bank
Germany
$16.7M -$2.44M -61,740 -14%
GF
142
Gabelli Funds
New York
$16.7M +$19.8K +500 +0.1%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$16.5M +$4.44M +112,350 +42%
Assenagon Asset Management
144
Assenagon Asset Management
Luxembourg
$15.8M +$3.78M +95,793 +36%
Verition Fund Management
145
Verition Fund Management
Connecticut
$15.3M +$2.94M +74,519 +27%
Daiwa Securities Group
146
Daiwa Securities Group
Japan
$15M +$5.31M +134,280 +63%
CC
147
Coann Capital
Connecticut
$14.9M +$13.6M +344,164 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$14.8M -$220K -5,570 -2%
BA
149
Bridgewater Associates
Connecticut
$14.8M +$7.32M +185,179 +118%
SO
150
STRS Ohio
Ohio
$14.5M -$814K -20,605 -6%

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.