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989 hedge funds and large institutions have $28.7B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $128M | Put options by funds: $54.6M

7% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 334

0.69% more ownership

Funds ownership: 82.15%82.84% (+0.69%)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,007989 (-18)

7% less capital invested

Capital invested by funds: $30.8B → $28.7B (-$2.18B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
989
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
92
Increased
357
Reduced
334
Closed
93
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IG
226
ING Group
Netherlands
$4.4M +$1.9M +51,453 +68%
MOACM
227
Mutual of America Capital Management
New York
$4.36M -$163K -4,403 -3%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$4.36M +$112K +3,025 +2%
CCP
229
Clough Capital Partners
Massachusetts
$4.18M
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$4.16M -$17.9K -486 -0.4%
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$4.11M +$149K +4,039 +4%
Acadian Asset Management
232
Acadian Asset Management
Massachusetts
$4.1M +$3.7M +100,374 +552%
SMDAM
233
Sumitomo Mitsui DS Asset Management
Japan
$4.07M +$327K +8,868 +8%
Stifel Financial
234
Stifel Financial
Missouri
$4.06M -$1.11M -29,963 -20%
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$4.04M +$236K +6,404 +6%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.85M +$2.66M +72,078 +184%
Mariner
237
Mariner
Kansas
$3.8M +$23.8K +644 +0.6%
FNBT
238
FineMark National Bank & Trust
Florida
$3.6M +$156K +4,220 +4%
SLAM
239
Swiss Life Asset Management
$3.57M +$39.1K +1,060 +1%
KAS
240
Kestra Advisory Services
Texas
$3.47M +$334K +9,051 +10%
AAIM
241
American Assets Investment Management
California
$3.46M
IGAM
242
iA Global Asset Management
Quebec, Canada
$3.4M +$159K +4,320 +5%
M&T Bank
243
M&T Bank
New York
$3.39M -$736K -19,954 -17%
Pathstone Holdings
244
Pathstone Holdings
New Jersey
$3.34M +$164K +4,454 +5%
Baillie Gifford & Co
245
Baillie Gifford & Co
United Kingdom
$3.31M
BOSSRA
246
B.O.S.S. Retirement Advisors
Utah
$3.31M -$123K -3,332 -3%
HAG
247
HighPoint Advisor Group
Illinois
$3.27M -$32.8K -888 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
248
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.18M -$19.1M -518,191 -85%
EMPI
249
Elo Mutual Pension Insurance
Finland
$3.14M -$6.98K -189 -0.2%
MC
250
Middleton & Co
Massachusetts
$3.12M +$115K +3,108 +4%

EXC Hedge Fund Activity: Q2 2024 in Review

989 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2024, worth a combined $28.7B — down 7.1% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of EXC and 92 opened new positions — a net loss of 1 holder — while 334 trimmed existing stakes and 357 added.

The largest buyer was Vanguard Group, adding an estimated $581M. The largest seller was Wellington Management Group, cutting an estimated $393M.

  • 989 institutional investors held Exelon (EXC) as of Q2 2024, down from 1,007 in Q1 2024.
  • Funds reported $28.7B of Exelon stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 92 funds opened new Exelon positions in Q2 2024 and 93 closed out, a net change of -1 holder.
  • The largest Exelon buyer in Q2 2024 was Vanguard Group, an estimated $581M added.
  • The largest Exelon seller in Q2 2024 was Wellington Management Group, an estimated $393M sold.

Based on aggregated 13F filings for Q2 2024.