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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
JSSH
276
J. Safra Sarasin Holding
$2.42M +$2.59M +70,060 New
MML Investors Services
277
MML Investors Services
Massachusetts
$2.37M +$123K +3,319 +5%
CIBC World Market
278
CIBC World Market
Ontario, Canada
$2.36M -$368K -9,957 -13%
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.35M +$337K +9,139 +16%
IIM
280
INTECH Investment Management
Florida
$2.31M +$857K +23,221 +53%
CAM
281
Cresset Asset Management
Illinois
$2.28M +$422K +11,421 +21%
UM
282
UniSuper Management
Australia
$2.28M +$1.03M +27,937 +74%
MASUI
283
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.22M +$2.37M +64,250 New
HIMCH
284
Hartford Investment Management Co (HIMCO)
Connecticut
$2.21M -$14K -380 -0.6%
SPA
285
Sherbrooke Park Advisers
New York
$2.16M +$1.66M +44,983 +257%
Verition Fund Management
286
Verition Fund Management
Connecticut
$2.11M -$33.3M -901,826 -94%
FCI
287
Financial Counselors Inc
Kansas
$2.1M +$2.99K +81 +0.1%
VFM
288
Viking Fund Management
North Dakota
$2.09M
RIM
289
Rakuten Investment Management
Japan
$2.05M +$836K +22,644 +62%
JF
290
Jump Financial
Illinois
$2.02M -$3.32M -89,845 -61%
TWC
291
TD Waterhouse Canada
Ontario, Canada
$1.99M -$72.1K -1,954 -3%
SAM
292
Securian Asset Management
Minnesota
$1.99M -$41.6K -1,128 -2%
EFMC
293
Empire Financial Management Company
New York
$1.98M -$25.8K -700 -1%
OIM
294
Opus Investment Management
Massachusetts
$1.94M
PAG
295
Private Advisor Group
New Jersey
$1.92M +$1.22K +33 +0.1%
CIA
296
Covington Investment Advisors
Pennsylvania
$1.85M -$8.23K -223 -0.4%
BCM
297
Brookstone Capital Management
Illinois
$1.82M +$121K +3,283 +7%
Marshall Wace
298
Marshall Wace
United Kingdom
$1.81M +$1.93M +52,321 New
MFIM
299
Mesirow Financial Investment Management
Illinois
$1.8M +$16.6K +451 +0.9%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$1.8M -$82.4K -2,232 -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.