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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
JMPWA
126
JP Morgan Private Wealth Advisors
California
$22.1M +$282K +6,763 +1%
RAM
127
RWC Asset Management
United Kingdom
$21M +$1.75M +42,060 +9%
LP
128
LMR Partners
United Kingdom
$21M +$8.34M +200,051 +67%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$20.9M +$22M +526,930 +110%
Aviva
130
Aviva
United Kingdom
$20.2M +$1.41M +33,873 +8%
Asset Management One
131
Asset Management One
Japan
$20M +$293K +7,036 +1%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$19.9M -$2.41M -57,820 -11%
KBC Group
133
KBC Group
Belgium
$19.6M +$12.1M +289,475 +162%
DekaBank Deutsche Girozentrale
134
DekaBank Deutsche Girozentrale
Germany
$18.3M +$238K +5,721 +1%
VHAM
135
Van Hulzen Asset Management
California
$18.2M +$6.42M +154,014 +55%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$18.2M -$293K -7,020 -2%
GC
137
Guggenheim Capital
Illinois
$17.6M -$989K -23,733 -5%
PI
138
PineBridge Investments
New York
$17.2M -$33.3M -797,979 -66%
GT
139
Glenmede Trust
Pennsylvania
$17.1M -$1.08M -25,886 -6%
GF
140
Gabelli Funds
New York
$16.2M
Natixis Advisors
141
Natixis Advisors
Massachusetts
$16.1M +$50.8K +1,219 +0.3%
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$14.7M -$19.7M -473,153 -57%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$14.5M +$87.4K +2,097 +0.6%
American Century Companies
144
American Century Companies
Missouri
$14.2M -$3.88M -93,052 -21%
PR
145
Payden & Rygel
California
$14.1M +$8.16M +195,810 +138%
DIA
146
Davidson Investment Advisors
Montana
$14M +$1.47M +35,355 +12%
SO
147
STRS Ohio
Ohio
$13.8M -$249K -5,966 -2%
JFG
148
Jefferies Financial Group
New York
$13.2M +$13.2M +316,250 New
WBC
149
Westpac Banking Corp
Australia
$13.2M -$417K -10,008 -3%
AIG
150
American International Group
New York
$13.1M +$45.3K +1,087 +0.3%

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.