We are live on ! Find out more

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
BAMF
301
BI Asset Management Fondsmaeglerselskab
Denmark
$1.79M +$745K +20,172 +64%
PWP
302
Principle Wealth Partners
Connecticut
$1.77M +$43.7K +1,185 +2%
ISB
303
Iowa State Bank
Iowa
$1.75M -$35.4K -960 -2%
CGH
304
Crossmark Global Holdings
Texas
$1.74M -$21.9K -593 -1%
NMERB
305
New Mexico Educational Retirement Board
New Mexico
$1.74M
QCM
306
Quantinno Capital Management
New York
$1.73M +$1.05M +28,498 +132%
AAIS
307
ABN AMRO Investment Solutions
$1.71M +$1.82M +49,427 New
HNB
308
Huntington National Bank
Ohio
$1.7M -$807K -21,871 -31%
CCWA
309
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.69M -$28.2K -765 -2%
WA
310
WealthTrust Axiom
Pennsylvania
$1.69M -$14.4K -391 -0.8%
CB
311
Commerce Bank
Missouri
$1.68M
JPWM
312
Jamison Private Wealth Management
Georgia
$1.66M -$34.8K -943 -2%
SGCA
313
Steel Grove Capital Advisors
Tennessee
$1.65M -$35.9K -972 -2%
SAM
314
Sompo Asset Management
Japan
$1.65M -$83K -2,250 -5%
Brown Advisory
315
Brown Advisory
Maryland
$1.64M -$27.5K -746 -2%
NCM
316
Narwhal Capital Management
Georgia
$1.63M
KTA
317
Keeley-Teton Advisors
Illinois
$1.62M +$2.77K +75 +0.2%
SIP
318
Stoneridge Investment Partners
Pennsylvania
$1.62M +$1.73M +46,859 New
1832 Asset Management
319
1832 Asset Management
Ontario, Canada
$1.61M -$231K -6,257 -12%
OAM
320
Ostrum Asset Management
France
$1.6M -$133K -3,601 -7%
SC
321
Savant Capital
Illinois
$1.59M -$36.4K -986 -2%
NB
322
Norinchukin Bank
Japan
$1.54M +$20.7K +561 +1%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$1.53M -$67.8K -1,836 -4%
FTIS
324
First Trust Investment Solutions
Florida
$1.51M +$1.61M +43,641 New
Thrivent Financial for Lutherans
325
Thrivent Financial for Lutherans
Minnesota
$1.46M -$8.93K -242 -0.6%

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.