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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
CL
401
Choreo LLC
Illinois
$1.15M +$1.52M +40,442 +163%
HCM
402
Howard Capital Management
Georgia
$1.14M +$1.05M +28,003 New
FIC
403
FCG Investment Company
Tennessee
$1.11M +$1.03M +27,468 New
Lido Advisors
404
Lido Advisors
California
$1.1M -$32.5K -865 -3%
DIM
405
DC Investments Management
Virginia
$1.1M – – –
SM
406
Samjo Management
New York
$1.1M – – –
QIM
407
Quantitative Investment Management
Virginia
$1.09M +$1.01M +26,973 New
AAMA
408
Advanced Asset Management Advisors
Ohio
$1.08M – – –
AWM
409
Aviso Wealth Management
Washington
$1.08M +$655K +17,433 +188%
TCA
410
Transcend Capital Advisors
New Jersey
$1.08M +$22.3K +594 +2%
SSA
411
Schonfeld Strategic Advisors
New York
$1.06M -$404K -10,751 -29%
TIAA Trust, National Association
412
TIAA Trust, National Association
North Carolina
$1.05M -$48.4K -1,286 -5%
DADC
413
D.A. Davidson & Co
Montana
$1.05M +$29.5K +785 +3%
BHA
414
Beech Hill Advisors
New York
$1.05M +$59K +1,569 +6%
GCP
415
GSA Capital Partners
United Kingdom
$1.04M +$652K +17,334 +210%
UCI
416
Uncommon Cents Investing
Wisconsin
$1.03M +$15.8K +420 +2%
BC
417
Burney Company
Virginia
$1.02M -$338K -8,988 -26%
SFA
418
Sequoia Financial Advisors
Ohio
$1.01M +$55K +1,462 +6%
CCIA
419
Campbell & Co Investment Adviser
Maryland
$1M +$928K +24,684 New
FFWA
420
FRG Family Wealth Advisors
Washington
$992K – – –
RWP
421
RWA Wealth Partners
Massachusetts
$982K +$64K +1,702 +8%
SCM
422
Stevens Capital Management
Pennsylvania
$974K -$322K -8,566 -26%
Federated Hermes
423
Federated Hermes
Pennsylvania
$971K +$266K +7,085 +42%
GVAG
424
Great Valley Advisor Group
Delaware
$966K +$39.1K +1,041 +5%
AF
425
Advisornet Financial
Minnesota
$957K +$2.48K +66 +0.3%
15 16
17
18 19

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.