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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
AAS
351
Avantax Advisory Services
Texas
$1.2M +$731K +19,818 +135%
HWAM
352
Hennion & Walsh Asset Management
New Jersey
$1.2M -$33.8K -917 -3%
OAC
353
OMERS Administration Corp
Ontario, Canada
$1.2M +$1.27M +34,533 New
BC
354
Burney Company
Virginia
$1.18M -$5.66M -153,226 -82%
EF
355
Empirical Finance
Pennsylvania
$1.16M -$80.2K -2,172 -6%
CA
356
Commerzbank Aktiengesellschaft
Germany
$1.15M +$655K +17,744 +114%
BBVA
357
Banco Bilbao Vizcaya Argentaria
Spain
$1.15M -$369 -10 -0%
FTDI
358
First Trust Direct Indexing
Massachusetts
$1.15M +$76K +2,058 +7%
DILIC
359
Dai-ichi Life Insurance Company
Japan
$1.14M
CG
360
Caprock Group
Idaho
$1.13M +$245K +6,635 +25%
Capstone Investment Advisors
361
Capstone Investment Advisors
New York
$1.13M +$528K +14,301 +78%
SCM
362
Stevens Capital Management
Pennsylvania
$1.13M +$340K +9,201 +39%
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.12M -$22K -595 -2%
BCV
364
Banque Cantonale Vaudoise
Switzerland
$1.11M +$949K +25,714 +398%
Tudor Investment Corp
365
Tudor Investment Corp
Connecticut
$1.11M +$1.18M +32,025 New
NMIMC
366
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M +$8.78K +238 +0.8%
Baird Financial Group
367
Baird Financial Group
Wisconsin
$1.1M -$109K -2,946 -9%
NA
368
NewEdge Advisors
Louisiana
$1.1M +$16.8K +455 +1%
LMIM
369
Lockheed Martin Investment Management
Maryland
$1.09M -$808K -21,900 -41%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$1.08M -$6.94K -188 -0.6%
AAMA
371
Advanced Asset Management Advisors
Ohio
$1.08M
OC
372
Oppenheimer & Co
New York
$1.08M +$194K +5,256 +20%
William Blair & Company
373
William Blair & Company
Illinois
$1.08M +$97K +2,627 +9%
SPIA
374
Steward Partners Investment Advisory
New York
$1.07M +$31.3K +849 +3%
PL
375
Polianta Ltd
Jersey
$1.07M +$1.14M +30,900 New

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.