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Exelon
EXC

Overview Fund Activity

1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
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
+$282M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Millennium Management
Millennium Management
New York
+$156M
4
UBS AM
UBS AM
Illinois
+$146M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$237M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$192M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$187M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
426
HB Wealth Management
Georgia
$915K +$251K +6,672 +38%
RWP
427
RWA Wealth Partners
Massachusetts
$912K +$339 +9 +0%
TCA
428
Transcend Capital Advisors
New Jersey
$911K -$89.5K -2,378 -9%
AF
429
Advisornet Financial
Minnesota
$906K +$17.7K +471 +2%
CC
430
Centiva Capital
New York
$902K -$1.64M -43,523 -64%
FFWA
431
FRG Family Wealth Advisors
Washington
$902K -$18.1K -480 -2%
GVAG
432
Great Valley Advisor Group
Delaware
$899K +$1.99K +53 +0.2%
AF
433
Allworth Financial
California
$896K +$79.7K +2,033 +10%
BBVA
434
Banco Bilbao Vizcaya Argentaria
Spain
$887K -$417K -11,069 -32%
RBI
435
Raiffeisen Bank International
Austria
$875K +$875K +23,250 New
WAP
436
Wealthcare Advisory Partners
Pennsylvania
$875K +$19.8K +525 +2%
HSA
437
HBK Sorce Advisory
Pennsylvania
$872K +$39.1K +1,040 +5%
TIAA Trust, National Association
438
TIAA Trust, National Association
North Carolina
$861K -$115K -3,065 -12%
PS
439
Principal Securities
Iowa
$851K +$81.3K +2,160 +11%
UCFA
440
United Capital Financial Advisors
Texas
$845K +$56.1K +1,490 +7%
KWM
441
Kingsview Wealth Management
Oregon
$839K +$98K +2,603 +13%
DT
442
Diversified Trust
Tennessee
$834K -$578K -15,354 -41%
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$831K +$20.2K +738 +2%
USAA
444
United Services Automobile Association
Texas
$828K – – –
BRWA
445
B. Riley Wealth Advisors
Florida
$824K +$21.1K +561 +3%
ECA
446
Elevated Capital Advisors
Utah
$819K -$5.04K -134 -0.6%
VSQM
447
V-Square Quantitative Management
Illinois
$812K -$12.4K -329 -2%
SFS
448
Sowell Financial Services
Arkansas
$789K +$75.5K +2,006 +11%
OC
449
Oppenheimer & Co
New York
$786K -$471K -12,508 -37%
GT
450
Greenleaf Trust
Michigan
$783K +$33.5K +889 +4%
16 17
18
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