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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
PRC
426
Pearl River Capital
Michigan
$747K +$796K +21,571 New
AF
427
Allworth Financial
California
$740K -$35.4K -959 -4%
VSQM
428
V-Square Quantitative Management
Illinois
$739K +$46.1K +1,249 +6%
MAS
429
Meeder Advisory Services
Ohio
$734K +$103K +2,788 +15%
PAS
430
Park Avenue Securities
New York
$723K +$20K +541 +3%
GT
431
Greenleaf Trust
Michigan
$715K -$3.88K -105 -0.5%
HFM
432
Hartford Financial Management
Connecticut
$710K
RJT
433
Raymond James Trust
Florida
$704K +$15.5K +420 +2%
NS
434
NBC Securities
Alabama
$704K +$50.6K +1,370 +7%
DT
435
Diversified Trust
Tennessee
$699K -$513K -13,901 -41%
IWM
436
IHT Wealth Management
Illinois
$681K +$237K +6,430 +49%
PS
437
Principal Securities
Iowa
$680K +$145K +3,934 +25%
VA
438
Vident Advisory
Georgia
$675K +$111K +3,008 +18%
Teacher Retirement System of Texas
439
Teacher Retirement System of Texas
Texas
$673K -$217K -5,867 -23%
KWM
440
Kingsview Wealth Management
Oregon
$670K +$34.6K +937 +5%
AIA
441
Affinity Investment Advisors
California
$666K -$2.47K -67 -0.3%
SFS
442
Sowell Financial Services
Arkansas
$665K -$20.7K -560 -3%
MWA
443
Midland Wealth Advisors
Illinois
$652K +$91.2K +2,470 +15%
SB
444
Simmons Bank
Arkansas
$633K -$24.2K -657 -3%
HI
445
Horizon Investments
North Carolina
$630K +$7.09K +192 +1%
BRWA
446
B. Riley Wealth Advisors
Florida
$626K -$154K -4,174 -19%
NSIM
447
North Star Investment Management
Illinois
$622K +$2.14K +58 +0.3%
IAN
448
Integrated Advisors Network
Texas
$616K +$34.7K +940 +6%
CFG
449
Cooper Financial Group
California
$615K +$155K +4,198 +31%
MG
450
Mather Group
Illinois
$608K +$99K +2,683 +20%

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.