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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.16B +$213M +5,400,721 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.97B +$59.2M +1,497,483 +2%
BlackRock
3
BlackRock
New York
$3.61B +$207M +5,229,798 +7%
State Street
4
State Street
Massachusetts
$2.54B -$32.1M -812,573 -1%
GQG Partners
5
GQG Partners
Florida
$1.44B +$470M +11,886,718 +56%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.31B -$107M -2,700,421 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$889M -$312M -7,887,016 -28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$787M +$1.72M +43,609 +0.2%
Morgan Stanley
9
Morgan Stanley
New York
$701M -$233M -5,887,629 -27%
Capital Research Global Investors
10
Capital Research Global Investors
California
$658M +$46.3M +1,171,701 +8%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$564M +$121M +3,055,563 +31%
Deutsche Bank
12
Deutsche Bank
Germany
$546M +$221M +5,584,672 +79%
Northern Trust
13
Northern Trust
Illinois
$484M +$8.37M +211,782 +2%
Invesco
14
Invesco
Georgia
$448M -$74.3M -1,880,340 -15%
Capital International Investors
15
Capital International Investors
California
$427M -$137M -3,456,052 -26%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$421M +$113M +2,871,682 +42%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$416M +$97.9M +2,478,296 +35%
T. Rowe Price Investment Management
18
T. Rowe Price Investment Management
Maryland
$413M +$378M +9,559,548 New
PI
19
Putnam Investments
Massachusetts
$412M +$36.4M +921,804 +11%
Legal & General Group
20
Legal & General Group
United Kingdom
$388M +$38.5M +973,949 +12%
Lazard Asset Management
21
Lazard Asset Management
New York
$325M +$265M +6,695,474 +805%
Franklin Resources
22
Franklin Resources
California
$307M -$24.5M -618,945 -8%
Fidelity International
23
Fidelity International
Bermuda
$303M -$59M -1,493,898 -18%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$287M -$13.5M -341,322 -5%
Norges Bank
25
Norges Bank
Norway
$264M +$120M +3,048,650 +99%

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.