We are live on ! Find out more

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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$14.1M +$6.78M +171,714 +111%
EF
152
Empowered Funds
Pennsylvania
$14.1M +$6.32M +159,868 +97%
WBC
153
Westpac Banking Corp
Australia
$14M +$165K +4,165 +1%
MSRPS
154
Maryland State Retirement & Pension System
Maryland
$13.8M +$9.54M +241,396 +313%
AIG
155
American International Group
New York
$13.5M -$336K -8,501 -3%
Pacer Advisors
156
Pacer Advisors
Pennsylvania
$13.1M +$10.4M +263,179 +679%
TAF
157
Tredje AP-fonden
Sweden
$13M +$395K +10,000 +3%
LP
158
LMR Partners
United Kingdom
$13M -$13.3M -335,534 -53%
DIA
159
Davidson Investment Advisors
Montana
$12.9M +$173K +4,386 +1%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$12.7M +$322K +8,141 +3%
AQR Capital Management
161
AQR Capital Management
Connecticut
$12.6M -$10.2M -257,133 -47%
CWM
162
CIBC World Markets
New York
$12.5M +$10.8M +273,597 +1,818%
DnB Asset Management
163
DnB Asset Management
Norway
$12.2M +$231K +5,836 +2%
VHAM
164
Van Hulzen Asset Management
California
$12.2M +$11.1M +282,050 New
BC
165
Burney Company
Virginia
$12M +$253K +6,408 +2%
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$11.8M -$6.78M -171,530 -39%
ASRS
167
Arizona State Retirement System
Arizona
$11.7M +$149K +3,779 +1%
SOMRS
168
State of Michigan Retirement System
Michigan
$11.7M +$67.2K +1,700 +0.6%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$11.5M -$25.9M -654,886 -71%
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$11.5M +$448K +11,334 +4%
SEI Investments
171
SEI Investments
Pennsylvania
$11.4M -$10.1M -254,636 -49%
MIM
172
MetLife Investment Management
New Jersey
$11.2M -$149K -3,762 -1%
AB
173
Amalgamated Bank
New York
$11.1M -$233K -5,893 -2%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$11M -$459K -11,616 -4%
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$10.8M +$99.9K +2,528 +1%

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.