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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 %
SM
401
Samjo Management
New York
$1.1M – – –
QIM
402
Quantitative Investment Management
Virginia
$1.09M +$1.09M +26,973 New
AAMA
403
Advanced Asset Management Advisors
Ohio
$1.08M – – –
AWM
404
Aviso Wealth Management
Washington
$1.08M +$707K +17,433 +188%
TCA
405
Transcend Capital Advisors
New Jersey
$1.08M +$24.1K +594 +2%
SSA
406
Schonfeld Strategic Advisors
New York
$1.06M -$436K -10,751 -29%
TIAA Trust, National Association
407
TIAA Trust, National Association
North Carolina
$1.05M -$52.1K -1,286 -5%
DADC
408
D.A. Davidson & Co
Montana
$1.05M +$31.8K +785 +3%
BHA
409
Beech Hill Advisors
New York
$1.05M +$63.6K +1,569 +6%
GCP
410
GSA Capital Partners
United Kingdom
$1.04M +$703K +17,334 +210%
UCI
411
Uncommon Cents Investing
Wisconsin
$1.03M +$17K +420 +2%
BC
412
Burney Company
Virginia
$1.02M -$364K -8,988 -26%
SFA
413
Sequoia Financial Advisors
Ohio
$1.01M +$59.3K +1,462 +6%
CCIA
414
Campbell & Co Investment Adviser
Maryland
$1M +$1M +24,684 New
FFWA
415
FRG Family Wealth Advisors
Washington
$992K – – –
RWP
416
RWA Wealth Partners
Massachusetts
$982K +$69K +1,702 +8%
SCM
417
Stevens Capital Management
Pennsylvania
$974K -$347K -8,566 -26%
Federated Hermes
418
Federated Hermes
Pennsylvania
$971K +$287K +7,085 +42%
GVAG
419
Great Valley Advisor Group
Delaware
$966K +$42.2K +1,041 +5%
AF
420
Advisornet Financial
Minnesota
$957K +$2.68K +66 +0.3%
4WM
421
44 Wealth Management
Oregon
$934K +$934K +22,931 New
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$921K -$4.74K -117 -0.5%
NC
423
nVerses Capital
Florida
$908K +$32.4K +800 +4%
MAS
424
Meeder Advisory Services
Ohio
$907K +$46.8K +1,153 +5%
BFM
425
Boothbay Fund Management
New York
$906K -$310K -7,651 -26%
15 16
17
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