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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 %
NLGIA
426
Nippon Life Global Investors Americas
New York
$901K +$208K +5,130 +30%
HSA
427
HBK Sorce Advisory
Pennsylvania
$897K -$58.6K -1,445 -6%
USAA
428
United Services Automobile Association
Texas
$892K -$211K -5,205 -19%
VSQM
429
V-Square Quantitative Management
Illinois
$888K +$22.9K +564 +3%
ECA
430
Elevated Capital Advisors
Utah
$888K -$18K -445 -2%
EH
431
Equitable Holdings
New York
$883K +$175K +4,326 +25%
ACM
432
Argyle Capital Management
Pennsylvania
$869K -$40.6K -1,000 -4%
CB
433
Community Bank
New York
$867K -$99.1K -2,445 -10%
BRWA
434
B. Riley Wealth Advisors
Florida
$865K +$132K +3,244 +18%
RJT
435
Raymond James Trust
Florida
$859K +$34K +838 +4%
UCFA
436
United Capital Financial Advisors
Texas
$850K -$83.3K -2,053 -9%
NS
437
NBC Securities
Alabama
$849K +$24.6K +607 +3%
AF
438
Allworth Financial
California
$843K +$12.6K +311 +2%
HFM
439
Hartford Financial Management
Connecticut
$831K – – –
PS
440
Principal Securities
Iowa
$829K +$32.3K +796 +4%
WHRC
441
W.H. Reaves & Co
New Jersey
$821K -$19.1M -471,961 -96%
IWM
442
IHT Wealth Management
Illinois
$816K +$17.9K +440 +2%
KWA
443
Kingswood Wealth Advisors
California
$810K +$366K +9,023 +82%
GT
444
Greenleaf Trust
Michigan
$807K -$30K -741 -4%
KWM
445
Kingsview Wealth Management
Oregon
$798K +$13.4K +331 +2%
TPCW
446
TD Private Client Wealth
New York
$797K +$191K +4,717 +32%
AIA
447
Affinity Investment Advisors
California
$795K +$14K +345 +2%
LGF
448
LGT Group Foundation
Liechtenstein
$784K +$418K +10,201 +114%
WS
449
Wedbush Securities
California
$773K -$174K -4,294 -18%
SFS
450
Sowell Financial Services
Arkansas
$769K -$9.41K -232 -1%
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