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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
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$1.5M -$787K -20,281 -34%
RIL
377
Rothschild Investment LLC
Illinois
$1.49M -$776 -20 -0.1%
PWA
378
Providence Wealth Advisors
Illinois
$1.48M -$9.81K -253 -0.6%
NA
379
NewEdge Advisors
Louisiana
$1.47M +$310K +7,984 +26%
ISB
380
Iowa State Bank
Iowa
$1.46M -$59.5K -1,533 -4%
AAF
381
Andra AP-fonden
Sweden
$1.45M +$1.49M +38,400 New
MCM
382
MAI Capital Management
Ohio
$1.42M +$316K +8,148 +28%
SFO
383
Stenger Family Office
Illinois
$1.41M +$1.46M +37,542 New
VA
384
Vident Advisory
Georgia
$1.39M +$788K +20,322 +123%
SG
385
StoneX Group
New York
$1.39M +$1.43M +36,871 New
EWA
386
Etesian Wealth Advisors
Oregon
$1.39M -$71.3K -1,837 -5%
HCM
387
Howard Capital Management
Georgia
$1.37M +$325K +8,371 +30%
RCM
388
Radnor Capital Management
Pennsylvania
$1.36M -$27.9K -718 -2%
MYAM
389
Meiji Yasuda Asset Management
Japan
$1.35M +$21.2K +547 +2%
IIM
390
INTECH Investment Management
Florida
$1.35M -$1.46M -37,648 -51%
FM
391
Foster & Motley
Ohio
$1.33M -$22.7K -585 -2%
TCOT
392
Trust Company of Toledo
Ohio
$1.33M -$68.3K -1,760 -5%
SC
393
Savant Capital
Illinois
$1.31M -$60.3K -1,555 -4%
P
394
&Partners
Tennessee
$1.3M +$699K +18,016 +111%
Two Sigma Advisers
395
Two Sigma Advisers
New York
$1.3M +$147K +3,800 +12%
BC
396
Burney Company
Virginia
$1.29M +$346K +8,928 +35%
EF
397
Empirical Finance
Pennsylvania
$1.27M -$16.1K -414 -1%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$1.26M -$187K -4,828 -13%
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M +$8.15K +210 +0.7%
GIC
400
Generali Investments CEE
Czech Republic
$1.19M +$1.23M +31,600 New
14 15
16
17 18

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.