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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
Rafferty Asset Management
201
Rafferty Asset Management
New York
$7.39M -$854K -21,606 -11%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$7.38M +$483K +12,232 +8%
II
203
IFM Investors
Australia
$7.29M +$115K +2,900 +2%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.26M +$905K +22,912 +16%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$7.23M +$353K +8,933 +6%
Comerica Bank
206
Comerica Bank
Texas
$7.21M +$750K +18,992 +13%
Stifel Financial
207
Stifel Financial
Missouri
$7.14M -$10.7K -272 -0.2%
HighTower Advisors
208
HighTower Advisors
Illinois
$7.09M -$1.78M -45,080 -22%
GIBU
209
Gulf International Bank (UK)
United Kingdom
$6.96M
FAF
210
Fjarde Ap-fonden
Sweden
$6.81M -$14.3M -362,500 -70%
SAM
211
Storebrand Asset Management
Norway
$6.71M
AIMCA
212
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.54M +$5.98M +151,300 New
Truist Financial
213
Truist Financial
North Carolina
$6.53M +$278K +7,044 +5%
IIM
214
Intact Investment Management
Quebec, Canada
$6.46M +$1.02M +25,900 +21%
AIM
215
Achmea Investment Management
Netherlands
$6.42M +$23K +582 +0.4%
Calamos Advisors
216
Calamos Advisors
Illinois
$6.38M -$1.03M -26,082 -15%
BFA
217
Bragg Financial Advisors
North Carolina
$6.36M -$100K -2,535 -2%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$6.36M +$61.6K +1,560 +1%
CCP
219
Clough Capital Partners
Massachusetts
$6.26M +$5.72M +144,800 New
MOACM
220
Mutual of America Capital Management
New York
$6.14M +$183K +4,636 +3%
PR
221
Payden & Rygel
California
$6.13M -$25.6M -648,100 -82%
TPSF
222
Texas Permanent School Fund
Texas
$6.1M +$34.1K +864 +0.6%
NYLIM
223
New York Life Investment Management
New York
$6.07M +$16.2K +409 +0.3%
CIP
224
Chartwell Investment Partners
Pennsylvania
$5.92M -$54.7K -1,385 -1%
CLOS
225
Compagnie Lombard Odier SCmA
Switzerland
$5.66M +$538K +13,620 +12%

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.