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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
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$1.45M +$341K +9,231 +28%
TI
327
Tidal Investments
Wisconsin
$1.44M -$1.02M -27,528 -40%
TMAM
328
Tokio Marine Asset Management
Japan
$1.42M +$29.9K +810 +2%
VI
329
Vestcor Inc
New Brunswick, Canada
$1.4M
RIL
330
Rothschild Investment LLC
Illinois
$1.4M -$22.3K -603 -1%
EWA
331
Etesian Wealth Advisors
Oregon
$1.39M -$25K -678 -2%
EOJOAM
332
E. Ohman J:or Asset Management
Sweden
$1.39M
IC
333
IEQ Capital
California
$1.37M +$508K +13,772 +53%
AIP
334
Ameritas Investment Partners
Nebraska
$1.37M -$13.6K -368 -0.9%
MC
335
Machina Capital
France
$1.34M +$1.43M +38,653 New
PP
336
Paloma Partners
Connecticut
$1.33M +$1.42M +38,562 New
PWA
337
Providence Wealth Advisors
Illinois
$1.32M +$253K +6,865 +22%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$369K +10,003 +36%
Holocene Advisors
339
Holocene Advisors
New York
$1.31M -$9.41M -254,863 -87%
FM
340
Foster & Motley
Ohio
$1.3M -$137K -3,699 -9%
SSA
341
Schonfeld Strategic Advisors
New York
$1.28M -$26M -703,887 -95%
MFS
342
Mirabella Financial Services
United Kingdom
$1.28M +$1.36M +36,891 New
MYAM
343
Meiji Yasuda Asset Management
Japan
$1.27M +$158K +4,288 +13%
RCM
344
Radnor Capital Management
Pennsylvania
$1.26M +$1.33K +36 +0.1%
TCOT
345
Trust Company of Toledo
Ohio
$1.23M -$4.65K -126 -0.4%
DPL
346
Danica Pension Livsforsikrings
$1.23M +$547K +14,832 +72%
PS
347
Pensionfund Sabic
Netherlands
$1.23M
SA
348
Sanctuary Advisors
Indiana
$1.21M +$1.2M +32,544 New
BPAMU
349
BTG Pactual Asset Management US
New York
$1.21M +$1.29M +35,056 New
EL
350
Essex LLC
Illinois
$1.2M -$9.6K -260 -0.7%

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.