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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
OAC
376
OMERS Administration Corp
Ontario, Canada
$1.4M – – –
EL
377
Essex LLC
Illinois
$1.39M -$9.96K -265 -0.8%
PP
378
Paloma Partners
Connecticut
$1.39M -$162K -4,299 -11%
EF
379
Empirical Finance
Pennsylvania
$1.39M +$27.9K +741 +2%
VI
380
Versor Investments
New York
$1.38M +$1.28M +34,100 New
OC
381
Oppenheimer & Co
New York
$1.35M +$83K +2,208 +7%
IMCOOI
382
Investment Management Corp of Ontario (IMCO)
Canada
$1.35M +$410K +10,900 +49%
EAM
383
Erste Asset Management
Austria
$1.33M +$1.23M +32,761 New
PS
384
Pensionfund Sabic
Netherlands
$1.32M -$113K -3,000 -8%
SPIA
385
Steward Partners Investment Advisory
New York
$1.29M +$29.1K +774 +2%
NMIMC
386
Northwestern Mutual Investment Management Company
Wisconsin
$1.29M -$4.93K -131 -0.4%
Baird Financial Group
387
Baird Financial Group
Wisconsin
$1.28M -$3.65K -97 -0.3%
ACM
388
AlphaStar Capital Management
North Carolina
$1.28M +$188K +5,004 +19%
NA
389
NewEdge Advisors
Louisiana
$1.26M -$21.5K -571 -2%
WBC
390
Westpac Banking Corp
Australia
$1.26M +$220K +5,851 +23%
DRP
391
Decade Renewable Partners
Texas
$1.25M +$1.16M +30,800 New
Two Sigma Advisers
392
Two Sigma Advisers
New York
$1.25M +$1.16M +30,800 New
PGFC
393
Peapack-Gladstone Financial Corp
New Jersey
$1.22M -$47K -1,250 -4%
JF
394
Jump Financial
Illinois
$1.21M -$1.08M -28,591 -49%
WANY
395
Wealthspire Advisors (New York)
New York
$1.21M +$103K +2,746 +10%
KRSITF
396
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.2M -$99.6K -2,648 -8%
MCM
397
MAI Capital Management
Ohio
$1.2M -$47.3K -1,258 -4%
PIM
398
Plato Investment Management
Australia
$1.2M +$1.11M +29,552 +67,164%
Focus Partners Wealth
399
Focus Partners Wealth
Massachusetts
$1.19M +$859K +22,857 +355%
HCA
400
Harbor Capital Advisors
Illinois
$1.15M +$10.3K +274 +1%
14 15
16
17 18

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.