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Exelon
EXC

1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,051 → 1,100 (+49)

0.39% less ownership

Funds ownership: 81.89% → 81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$290M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
Millennium Management
Millennium Management
New York
+$161M
4
UBS AM
UBS AM
Illinois
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$244M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$192M
5
JP Morgan Chase
JP Morgan Chase
New York
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
301
Energy Income Partners
Connecticut
$2.76M +$45.4K +1,170 +2%
IMPI
302
Ilmarinen Mutual Pension Insurance
Finland
$2.71M +$2.79M +72,000 New
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$2.64M +$741K +19,094 +37%
VIM
304
Vinva Investment Management
Australia
$2.63M -$21.6K -557 -0.8%
MKA
305
M. Kulyk & Associates
Georgia
$2.62M -$117K -3,010 -4%
AG
306
AIA Group
Hong Kong
$2.6M +$2.35M +60,472 +711%
KRS
307
Kentucky Retirement Systems
Kentucky
$2.59M -$36.7K -946 -1%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$2.53M +$134K +3,464 +5%
Wealthfront Advisers
309
Wealthfront Advisers
California
$2.46M +$918K +23,665 +57%
WC
310
Wexford Capital
Florida
$2.45M +$2.11M +54,464 +507%
PAG
311
Private Advisor Group
New Jersey
$2.43M +$268K +6,900 +12%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$2.37M -$172K -4,426 -7%
VFM
313
Viking Fund Management
North Dakota
$2.33M – – –
IC
314
IEQ Capital
California
$2.33M +$23.9K +615 +1%
HIMCH
315
Hartford Investment Management Co (HIMCO)
Connecticut
$2.32M -$34.1K -879 -1%
PIM
316
Plato Investment Management
Australia
$2.29M +$1.2M +30,978 +105%
NB
317
Norinchukin Bank
Japan
$2.28M +$294K +7,572 +14%
IMC Chicago
318
IMC Chicago
Illinois
$2.28M +$2.34M +60,444 New
GSWM
319
Greenup Street Wealth Management
Michigan
$2.27M +$2.34M +60,408 New
WP
320
Woodline Partners
California
$2.27M +$2.34M +60,345 New
BFA
321
Bragg Financial Advisors
North Carolina
$2.27M -$336K -8,657 -13%
CGH
322
Crossmark Global Holdings
Texas
$2.27M +$306K +7,880 +15%
SCM
323
Sterling Capital Management
North Carolina
$2.25M +$825K +21,274 +55%
Teacher Retirement System of Texas
324
Teacher Retirement System of Texas
Texas
$2.22M -$1.62M -41,731 -41%
OAM
325
Ostrum Asset Management
France
$2.22M -$93.8K -2,419 -4%
11 12
13
14 15

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.