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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
ACG
201
Aventail Capital Group
New York
$7.34M +$7.3M +175,132 New
FAF
202
Fjarde Ap-fonden
Sweden
$7.13M +$538K +12,900 +8%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$7M -$153K -3,670 -2%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$6.93M -$254K -6,088 -4%
Connor, Clark & Lunn Investment Management (CC&L)
205
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.88M -$18.8M -450,008 -73%
AIM
206
Achmea Investment Management
Netherlands
$6.68M +$43.1K +1,034 +0.7%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$6.65M -$2.62M -62,823 -28%
Schroder Investment Management Group
208
Schroder Investment Management Group
United Kingdom
$6.6M -$1.93M -46,307 -23%
Janus Henderson Group
209
Janus Henderson Group
United Kingdom
$6.58M -$4.83M -115,861 -42%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$6.57M -$442K -10,610 -6%
SAM
211
Storebrand Asset Management
Norway
$6.51M +$13.2K +316 +0.2%
CA
212
Cullinan Associates
Kentucky
$6.48M +$2.48M +59,549 +63%
SG Americas Securities
213
SG Americas Securities
New York
$6.41M +$4.68M +112,259 +276%
IMPI
214
Ilmarinen Mutual Pension Insurance
Finland
$6.39M +$2.4M +57,500 +61%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$6.26M -$944K -22,640 -13%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$6.18M -$4.91M -117,802 -44%
SOADOR
217
State of Alaska Department of Revenue
Alaska
$6.09M -$72.9K -1,750 -1%
CCP
218
Clough Capital Partners
Massachusetts
$6.07M
BFA
219
Bragg Financial Advisors
North Carolina
$6.01M -$153K -3,669 -2%
MOACM
220
Mutual of America Capital Management
New York
$5.96M +$9.88K +237 +0.2%
WA
221
Wasatch Advisors
Utah
$5.95M +$1.33M +32,000 +29%
Walleye Capital
222
Walleye Capital
New York
$5.94M +$3.03M +72,739 +105%
IIM
223
Intact Investment Management
Quebec, Canada
$5.92M -$333K -8,000 -5%
NYLIM
224
New York Life Investment Management
New York
$5.9M +$14.3K +342 +0.2%
CIP
225
Chartwell Investment Partners
Pennsylvania
$5.78M +$33.1K +793 +0.6%

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.