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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
ACM
401
Argyle Capital Management
Pennsylvania
$1.19M +$392K +10,100 +47%
SPIA
402
Steward Partners Investment Advisory
New York
$1.18M -$12.2K -314 -1%
Federated Hermes
403
Federated Hermes
Pennsylvania
$1.17M +$281K +7,242 +30%
SPA
404
Sherbrooke Park Advisers
New York
$1.17M -$211K -5,443 -15%
VI
405
Vestcor Inc
New Brunswick, Canada
$1.15M -$835K -21,537 -41%
ACM
406
AlphaStar Capital Management
North Carolina
$1.15M -$41.2K -1,062 -3%
AAMA
407
Advanced Asset Management Advisors
Ohio
$1.14M -$35.7K -921 -3%
AC
408
Allstate Corporation
Illinois
$1.14M +$1.17M +30,288 New
EL
409
Essex LLC
Illinois
$1.13M -$169K -4,356 -13%
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$1.11M -$18.2K -470 -2%
HCA
411
Harbor Capital Advisors
Illinois
$1.1M +$37.6K +970 +3%
WANY
412
Wealthspire Advisors (New York)
New York
$1.1M -$26.3K -679 -2%
BB
413
Burford Brothers
Texas
$1.06M +$1.1M +28,236 New
ECM
414
Everence Capital Management
Indiana
$1.06M -$312K -8,040 -22%
TI
415
Trexquant Investment
Connecticut
$1.04M -$10.7M -274,666 -91%
Lido Advisors
416
Lido Advisors
California
$1.04M +$13.7K +353 +1%
SM
417
Samjo Management
New York
$1.02M – – –
Baird Financial Group
418
Baird Financial Group
Wisconsin
$1.01M -$185K -4,758 -15%
MC
419
Machina Capital
France
$1.01M +$316K +8,157 +44%
AWM
420
Aviso Wealth Management
Washington
$1M -$4.89K -126 -0.5%
BHA
421
Beech Hill Advisors
New York
$988K +$15.9K +410 +2%
SSA
422
Schonfeld Strategic Advisors
New York
$988K -$194 -5 -0%
IAIM
423
International Assets Investment Management
Florida
$972K -$39.6M -1,020,812 -98%
DADC
424
D.A. Davidson & Co
Montana
$958K -$15K -387 -1%
UCI
425
Uncommon Cents Investing
Wisconsin
$955K -$5.82K -150 -0.6%
15 16
17
18 19

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.