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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
FCI
326
Financial Counselors Inc
Kansas
$2.22M -$75.2K -1,938 -3%
HNB
327
Huntington National Bank
Ohio
$2.21M +$51.9K +1,337 +2%
HFM
328
Harvest Fund Management
China
$2.17M +$506K +13,051 +28%
EF
329
Empowered Funds
Pennsylvania
$2.16M +$1.56M +40,309 +237%
EFMC
330
Empire Financial Management Company
New York
$2.13M -$38.8K -1,000 -2%
OIM
331
Opus Investment Management
Massachusetts
$2.11M – – –
CA
332
Commerzbank Aktiengesellschaft
Germany
$2.1M +$198K +5,114 +10%
CIMLRA
333
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.09M -$4.14M -106,631 -66%
VI
334
Versor Investments
New York
$2.04M +$776K +20,000 +59%
SAM
335
Securian Asset Management
Minnesota
$2.03M -$50.6K -1,304 -2%
CIA
336
Covington Investment Advisors
Pennsylvania
$2.01M -$1.94K -50 -0.1%
O
337
Ossiam
France
$2M -$485K -12,513 -19%
HP
338
Hartree Partners
New York
$1.99M +$2.06M +53,000 New
TI
339
Tidal Investments
Wisconsin
$1.97M +$309K +7,964 +18%
JPWM
340
Jamison Private Wealth Management
Georgia
$1.96M +$90.2K +2,324 +5%
BCM
341
Brookstone Capital Management
Illinois
$1.95M +$31.7K +816 +2%
MFIM
342
Mesirow Financial Investment Management
Illinois
$1.93M -$72.6K -1,871 -4%
Brown Advisory
343
Brown Advisory
Maryland
$1.92M +$158K +4,072 +9%
GAM
344
Groupama Asset Management
France
$1.91M +$1.08M +27,927 +122%
A
345
AlphaQuest
New York
$1.9M +$1.4M +36,105 +250%
CCWA
346
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.89M +$14.3K +368 +0.7%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$1.88M +$150K +3,870 +8%
CB
348
Commerce Bank
Missouri
$1.88M +$23.5K +605 +1%
PWP
349
Principle Wealth Partners
Connecticut
$1.85M -$332K -8,550 -15%
EFS
350
Econ Financial Services
Pennsylvania
$1.84M +$1.89M +48,790 New
12 13
14
15 16

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.