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Exelon
EXC

Overview Fund Activity

998 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 339 increasing their positions, 378 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
14.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
108
Increased
339
Reduced
378
Closed
105
Calls
$154M
Puts
$68.9M
Net Calls
+$85.3M
Net Calls Change
-$98.7M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$1.18B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.96B
3
Franklin Resources
Franklin Resources
California
$621M
4
AIP
Atlas Infrastructure Partners
United Kingdom
$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$444M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$577M
2
State Street
State Street
Massachusetts
$2.18B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$257M
4
ZP
Zimmer Partners
New York
$0
5
Amundi
Amundi
France
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
401
Quantinno Capital Management
New York
$812K +$46.3K +1,232 +6%
AF
402
Allworth Financial
California
$806K -$131K -3,491 -14%
SFA
403
Sequoia Financial Advisors
Ohio
$795K -$157K -4,173 -16%
CIP
404
Chartwell Investment Partners
Pennsylvania
$789K -$856K -22,784 -52%
QI
405
Qtron Investments
Massachusetts
$788K – – –
AWC
406
Abundance Wealth Counselors
Pennsylvania
$784K +$77K +2,050 +11%
GT
407
Greenleaf Trust
Michigan
$780K -$83.7K -2,227 -10%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$780K +$636K +16,922 +441%
HFM
409
Hartford Financial Management
Connecticut
$770K – – –
SAM
410
Shell Asset Management
Netherlands
$769K +$613K +17,724 +393%
PAS
411
Park Avenue Securities
New York
$765K -$25.1K -668 -3%
VSQM
412
V-Square Quantitative Management
Illinois
$755K +$148K +3,948 +24%
GAA
413
Global Assets Advisory
Florida
$750K +$750K +27,923 New
RJT
414
Raymond James Trust
Florida
$749K +$18.9K +503 +3%
SFS
415
Sowell Financial Services
Arkansas
$742K +$21.4K +571 +3%
AIA
416
Affinity Investment Advisors
California
$726K -$2.97K -79 -0.4%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$720K +$3.01K +80 +0.4%
WANY
418
Wealthspire Advisors (New York)
New York
$717K -$18.8K -500 -3%
NS
419
NBC Securities
Alabama
$712K -$2.39M -63,801 -77%
SB
420
Simmons Bank
Arkansas
$712K -$40.2K -1,071 -5%
MAS
421
Meeder Advisory Services
Ohio
$692K -$27.5K -733 -4%
KWM
422
Kingsview Wealth Management
Oregon
$692K -$620K -16,510 -47%
Capstone Investment Advisors
423
Capstone Investment Advisors
New York
$689K -$20.2K -538 -3%
Acadian Asset Management
424
Acadian Asset Management
Massachusetts
$681K +$681K +18,176 New
BFM
425
Boothbay Fund Management
New York
$680K -$308K -8,203 -31%
15 16
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