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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
DADC
401
D.A. Davidson & Co
Montana
$868K +$15.6K +423 +2%
IAIM
402
International Assets Investment Management
Florida
$862K -$7.97K -216 -0.9%
CL
403
Choreo LLC
Illinois
$860K +$707K +19,163 +336%
BHA
404
Beech Hill Advisors
New York
$840K +$896K +24,265 New
BSW
405
Buckingham Strategic Wealth
Missouri
$831K +$14.3K +388 +2%
CB
406
Community Bank
New York
$825K -$291K -7,895 -25%
HSA
407
HBK Sorce Advisory
Pennsylvania
$816K +$15.7K +425 +2%
AF
408
Advisornet Financial
Minnesota
$815K -$15.2K -412 -2%
SFA
409
Sequoia Financial Advisors
Ohio
$809K +$81.5K +2,208 +10%
WS
410
Wedbush Securities
California
$808K +$14.9K +405 +2%
AWC
411
Abundance Wealth Counselors
Pennsylvania
$802K +$84.5K +2,290 +11%
UCFA
412
United Capital Financial Advisors
Texas
$796K +$24K +649 +3%
TSS
413
Two Sigma Securities
New York
$792K +$294K +7,960 +53%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$790K +$135K +3,655 +19%
GVAG
415
Great Valley Advisor Group
Delaware
$789K +$304K +8,238 +57%
A
416
AlphaQuest
New York
$788K +$841K +22,778 New
GAM
417
Groupama Asset Management
France
$786K +$476K +12,906 +132%
RWP
418
RWA Wealth Partners
Massachusetts
$780K
Two Sigma Investments
419
Two Sigma Investments
New York
$780K +$477K +12,922 +135%
ACM
420
Argyle Capital Management
Pennsylvania
$777K -$63.4K -1,717 -7%
IMCOOI
421
Investment Management Corp of Ontario (IMCO)
Canada
$773K +$233K +6,300 +39%
ECA
422
Elevated Capital Advisors
Utah
$773K +$824K +22,334 New
AI
423
Atria Investments
North Carolina
$763K +$814K +22,048 New
FPAS
424
Focus Partners Advisor Solutions
Missouri
$757K +$141K +3,816 +21%
NC
425
nVerses Capital
Florida
$748K +$797K +21,600 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.