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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.93B -$106M -2,548,285 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.85B +$9.32M +223,512 +0.2%
BlackRock
3
BlackRock
New York
$3.64B +$148M +3,558,691 +4%
State Street
4
State Street
Massachusetts
$2.6B +$136M +3,271,744 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.05B -$216M -5,191,966 -17%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$833M +$430M +10,318,207 +108%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$774M +$11M +263,797 +1%
Deutsche Bank
8
Deutsche Bank
Germany
$748M +$218M +5,224,703 +41%
GQG Partners
9
GQG Partners
Florida
$716M -$674M -16,167,053 -49%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$700M +$295M +7,086,760 +74%
Morgan Stanley
11
Morgan Stanley
New York
$691M +$11.4M +274,135 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$624M -$237M -5,678,370 -28%
Legal & General Group
13
Legal & General Group
United Kingdom
$499M +$122M +2,929,546 +33%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$486M -$59.4M -1,425,852 -11%
Northern Trust
15
Northern Trust
Illinois
$480M +$10.2M +244,519 +2%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$449M +$41.4M +993,457 +10%
Invesco
17
Invesco
Georgia
$422M -$12M -287,536 -3%
Capital Research Global Investors
18
Capital Research Global Investors
California
$402M -$235M -5,626,113 -37%
PI
19
Putnam Investments
Massachusetts
$393M -$6.34M -152,049 -2%
Norges Bank
20
Norges Bank
Norway
$358M +$101M +2,426,403 +40%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$339M +$214M +5,139,440 +174%
UBS AM
22
UBS AM
Illinois
$337M +$95M +2,279,527 +40%
Lazard Asset Management
23
Lazard Asset Management
New York
$312M -$3.26M -78,152 -1%
Franklin Resources
24
Franklin Resources
California
$302M +$4.64M +111,375 +2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$261M -$17.1M -410,433 -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.