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Exelon
EXC

Overview Fund Activity

1,040 hedge funds and large institutions have $32.7B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 323 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+59
Holders Change %
+6.01%
% of All Funds
15.04%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
136
Increased
403
Reduced
323
Closed
66
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$726M
2
BlackRock
BlackRock
New York
+$317M
3
Cohen & Steers
Cohen & Steers
New York
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$862M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$193M
4
Goldman Sachs
Goldman Sachs
New York
-$134M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
351
AssetMark Inc
California
$1.61M +$469K +11,565 +41%
RIL
352
Rothschild Investment LLC
Illinois
$1.61M -$30.8K -759 -2%
CG
353
Caprock Group
Idaho
$1.6M +$275K +6,789 +21%
PWA
354
Providence Wealth Advisors
Illinois
$1.59M +$33.7K +833 +2%
EWA
355
Etesian Wealth Advisors
Oregon
$1.57M -$62.1K -1,532 -4%
SA
356
Sanctuary Advisors
Indiana
$1.57M +$306K +7,894 +24%
SCM
357
Sterling Capital Management
North Carolina
$1.56M +$1.56M +38,443 New
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$15.4K +379 +1%
FTDI
359
First Trust Direct Indexing
Massachusetts
$1.54M +$189K +4,652 +14%
Envestnet Portfolio Solutions
360
Envestnet Portfolio Solutions
Illinois
$1.53M +$327K +8,053 +27%
DT
361
Diversified Trust
Tennessee
$1.52M +$703K +17,327 +86%
TCOT
362
Trust Company of Toledo
Ohio
$1.51M +$63.8K +1,574 +4%
RCM
363
Radnor Capital Management
Pennsylvania
$1.5M +$26.3K +649 +2%
HWAM
364
Hennion & Walsh Asset Management
New Jersey
$1.49M +$92.5K +2,282 +7%
SPA
365
Sherbrooke Park Advisers
New York
$1.48M -$1.05M -25,967 -42%
SC
366
Savant Capital
Illinois
$1.47M -$389K -9,586 -21%
ECM
367
Everence Capital Management
Indiana
$1.47M – – –
FM
368
Foster & Motley
Ohio
$1.46M -$58.3K -1,437 -4%
MYAM
369
Meiji Yasuda Asset Management
Japan
$1.43M -$60.8K -1,499 -4%
BBVA
370
Banco Bilbao Vizcaya Argentaria
Spain
$1.4M +$55.9K +1,378 +4%
OAC
371
OMERS Administration Corp
Ontario, Canada
$1.4M – – –
EL
372
Essex LLC
Illinois
$1.39M -$10.7K -265 -0.8%
PP
373
Paloma Partners
Connecticut
$1.39M -$174K -4,299 -11%
EF
374
Empirical Finance
Pennsylvania
$1.39M +$30K +741 +2%
VI
375
Versor Investments
New York
$1.38M +$1.38M +34,100 New
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