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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$12.8M -$821K -19,698 -6%
TAF
152
Tredje AP-fonden
Sweden
$12.8M +$146K +3,500 +1%
CS
153
Candriam SCA
Luxembourg
$12.5M +$9.2M +220,620 +212%
LPL Financial
154
LPL Financial
California
$12.1M +$3.05M +73,281 +34%
LIP
155
Lighthouse Investment Partners
Florida
$11.9M +$11.8M +282,977 New
BC
156
Burney Company
Virginia
$11.7M +$129K +3,087 +1%
SOMRS
157
State of Michigan Retirement System
Michigan
$11.4M +$117K +2,800 +1%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$11.4M -$33.9M -813,057 -75%
ASRS
159
Arizona State Retirement System
Arizona
$11.4M +$46.2K +1,109 +0.4%
CM
160
Crestline Management
Texas
$11.1M +$11.1M +266,000 New
Daiwa Securities Group
161
Daiwa Securities Group
Japan
$11M -$3.49M -83,839 -24%
AB
162
Amalgamated Bank
New York
$10.9M +$130K +3,130 +1%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$10.9M +$206K +4,952 +2%
VanEck Associates
164
VanEck Associates
New York
$10.8M +$10.7M +256,628 New
MIM
165
MetLife Investment Management
New Jersey
$10.7M -$128K -3,073 -1%
HighTower Advisors
166
HighTower Advisors
Illinois
$10.6M +$3.74M +89,766 +55%
Corient Private Wealth
167
Corient Private Wealth
Florida
$10.6M +$1.63M +39,125 +18%
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$10.5M +$84.3K +2,023 +0.8%
GAM
169
Gotham Asset Management
New York
$10.4M +$900K +21,589 +10%
BB
170
Busey Bank
Illinois
$10.3M +$203K +4,870 +2%
TCA
171
Tortoise Capital Advisors
Kansas
$10.3M +$955K +22,900 +10%
Squarepoint
172
Squarepoint
New York
$10M +$9.65M +231,449 +3,119%
BC
173
Brookfield Corp
Ontario, Canada
$10M -$7.1M -170,300 -42%
AAF
174
Andra AP-fonden
Sweden
$9.98M +$725K +17,400 +8%
Osaic Holdings
175
Osaic Holdings
Arizona
$9.96M +$303K +7,269 +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.