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Exelon
EXC

1,051 hedge funds and large institutions have $33.2B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 407 increasing their positions, 326 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

111% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 65

81% more call options, than puts

Call options by funds: $166M | Put options by funds: $92M

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 326

16% more capital invested

Capital invested by funds: $28.7B → $33.2B (+$4.5B)

6% more funds holding

Funds holding: 989 → 1,051 (+62)

0.95% less ownership

Funds ownership: 82.84% → 81.89% (-0.95%)

Holders
1,051
Holders Change
+62
Holders Change %
+6.27%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
137
Increased
407
Reduced
326
Closed
65
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
2
BlackRock
BlackRock
New York
+$294M
3
Cohen & Steers
Cohen & Steers
New York
+$137M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$121M
5
JP Morgan Chase
JP Morgan Chase
New York
+$116M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$799M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$641M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$180M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$2.03M +$342K +9,092 +22%
CCWA
327
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M +$39K +1,036 +2%
JPWM
328
Jamison Private Wealth Management
Georgia
$2.02M +$69.6K +1,850 +4%
CB
329
Commerce Bank
Missouri
$2M +$25.3K +674 +1%
SGCA
330
Steel Grove Capital Advisors
Tennessee
$1.99M +$61K +1,623 +3%
NMERB
331
New Mexico Educational Retirement Board
New Mexico
$1.98M -$48.9K -1,300 -3%
SAM
332
Sompo Asset Management
Japan
$1.93M -$7.14K -190 -0.4%
NCM
333
Narwhal Capital Management
Georgia
$1.91M – – –
KTA
334
Keeley-Teton Advisors
Illinois
$1.9M -$1.77K -47 -0.1%
Brown Advisory
335
Brown Advisory
Maryland
$1.9M -$20.7K -550 -1%
WA
336
WealthTrust Axiom
Pennsylvania
$1.89M -$77.2K -2,052 -4%
I
337
InceptionR
California
$1.89M +$1.16M +30,839 +196%
SIP
338
Stoneridge Investment Partners
Pennsylvania
$1.88M -$20.6K -547 -1%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$1.87M +$70.2K +1,868 +4%
HFM
340
Harvest Fund Management
China
$1.87M +$595K +15,826 +52%
1832 Asset Management
341
1832 Asset Management
Ontario, Canada
$1.83M -$51.6K -1,373 -3%
TI
342
Tidal Investments
Wisconsin
$1.8M +$102K +2,718 +7%
AAS
343
Avantax Advisory Services
Texas
$1.8M +$369K +9,802 +28%
AWC
344
Abundance Wealth Counselors
Pennsylvania
$1.78M +$778K +20,681 +89%
YIH
345
Y-Intercept (HK)
Hong Kong
$1.75M +$1.62M +43,097 New
Kovitz Investment Group Partners
346
Kovitz Investment Group Partners
Illinois
$1.73M +$1.18M +31,415 +111%
Wealthfront Advisers
347
Wealthfront Advisers
California
$1.69M +$441K +11,734 +39%
TMAM
348
Tokio Marine Asset Management
Japan
$1.67M +$3.95K +105 +0.3%
Thrivent Financial for Lutherans
349
Thrivent Financial for Lutherans
Minnesota
$1.67M -$41.2K -1,096 -3%
William Blair & Company
350
William Blair & Company
Illinois
$1.65M +$362K +9,630 +31%
12 13
14
15 16

EXC Hedge Fund Activity: Q3 2024 in Review

1,051 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2024, worth a combined $33.2B — up 16% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new EXC positions and 65 closed out — a net gain of 72 holders — while 407 added to existing stakes and 326 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $673M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $799M.

  • 1,051 institutional investors held Exelon (EXC) as of Q3 2024, up from 989 in Q2 2024.
  • Funds reported $33.2B of Exelon stock for Q3 2024, up 16% quarter-over-quarter.
  • 137 funds opened new Exelon positions in Q3 2024 and 65 closed out, a net change of +72 holders.
  • The largest Exelon buyer in Q3 2024 was T. Rowe Price Associates, an estimated $673M added.
  • The largest Exelon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2024.