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1,018 hedge funds and large institutions have $36.6B invested in Exelon in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 422 increasing their positions, 297 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $237M | Put options by funds: $71.6M

42% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 297

12% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 90

0.48% more ownership

Funds ownership: 82.23%82.71% (+0.48%)

1% less funds holding

Funds holding: 1,0251,018 (-7)

4% less capital invested

Capital invested by funds: $38.3B → $36.6B (-$1.64B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
1,018
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
17.15%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
101
Increased
422
Reduced
297
Closed
90
Calls
$237M
Puts
$71.6M
Net Calls
+$166M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.09B -$137M -2,913,844 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.99B +$53.2M +1,131,918 +1%
BlackRock
3
BlackRock
New York
$3.49B -$11M -234,517 -0.3%
State Street
4
State Street
Massachusetts
$2.65B +$110M +2,339,235 +4%
Capital International Investors
5
Capital International Investors
California
$1.5B +$81.4M +1,731,327 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.48B +$16.6M +352,034 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.43B -$374M -7,960,564 -20%
GQG Partners
8
GQG Partners
Florida
$1.2B -$13.4M -284,403 -1%
Morgan Stanley
9
Morgan Stanley
New York
$1.07B +$233M +4,962,919 +26%
JP Morgan Chase
10
JP Morgan Chase
New York
$915M +$236M +5,009,836 +33%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$807M +$39.3M +836,584 +5%
Invesco
12
Invesco
Georgia
$715M -$239M -5,087,117 -24%
Capital Research Global Investors
13
Capital Research Global Investors
California
$554M +$26.5M +562,975 +5%
Northern Trust
14
Northern Trust
Illinois
$496M -$1.03M -21,836 -0.2%
Franklin Resources
15
Franklin Resources
California
$488M -$114M -2,415,588 -18%
Allianz Asset Management
16
Allianz Asset Management
Germany
$432M +$348M +7,408,187 +349%
Legal & General Group
17
Legal & General Group
United Kingdom
$384M -$9.88M -210,175 -2%
PI
18
Putnam Investments
Massachusetts
$382M -$19.8M -421,241 -5%
Fidelity International
19
Fidelity International
Bermuda
$371M +$20.2M +429,438 +6%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$326M -$39.8M -846,933 -11%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$323M -$6.38M -135,605 -2%
Deutsche Bank
22
Deutsche Bank
Germany
$269M +$104M +2,212,924 +59%
PAMS
23
Pictet Asset Management (Switzerland)
Switzerland
$241M +$5.76M +122,465 +2%
UBS AM
24
UBS AM
Illinois
$241M -$9.93M -211,196 -4%
Charles Schwab
25
Charles Schwab
California
$240M -$3.16M -67,124 -1%

EXC Hedge Fund Activity: Q2 2022 in Review

1,018 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2022, worth a combined $36.6B — down 4.3% from $38.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXC positions and 90 closed out — a net gain of 11 holders — while 422 added to existing stakes and 297 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $348M. The largest seller was Fidelity Investments, cutting an estimated $374M.

  • 1,018 institutional investors held Exelon (EXC) as of Q2 2022, down from 1,025 in Q1 2022.
  • Funds reported $36.6B of Exelon stock for Q2 2022, down 4.3% quarter-over-quarter.
  • 101 funds opened new Exelon positions in Q2 2022 and 90 closed out, a net change of +11 holders.
  • The largest Exelon buyer in Q2 2022 was Allianz Asset Management, an estimated $348M added.
  • The largest Exelon seller in Q2 2022 was Fidelity Investments, an estimated $374M sold.

Based on aggregated 13F filings for Q2 2022.