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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
WJA
451
Willis Johnson & Associates
Texas
$605K
EH
452
Equitable Holdings
New York
$604K +$69.9K +1,894 +12%
AAS
453
Ameritas Advisory Services
Nebraska
$594K -$8.3K -225 -1%
ADL
454
Asset Dedication LLC
California
$593K -$22.4K -607 -3%
NLGIA
455
Nippon Life Global Investors Americas
New York
$592K +$631K +17,100 New
SPC
456
Sigma Planning Corp
Michigan
$585K +$51.1K +1,385 +9%
SC
457
Steph & Co
Wisconsin
$585K -$33.3K -903 -5%
IAA
458
Independent Advisor Alliance
North Carolina
$584K +$55.6K +1,506 +10%
Federated Hermes
459
Federated Hermes
Pennsylvania
$583K +$410K +11,098 +193%
CC
460
Centiva Capital
New York
$580K +$619K +16,772 New
CPIG
461
Chicago Partners Investment Group
Illinois
$579K +$181K +4,897 +46%
OTL
462
Oak Thistle LLC
New York
$578K +$616K +16,701 New
JFG
463
Jefferies Financial Group
New York
$576K +$615K +16,650 New
Wolverine Trading
464
Wolverine Trading
Illinois
$576K +$322K +8,734 +110%
CFG
465
Citizens Financial Group
Rhode Island
$575K +$613K +16,604 New
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$572K -$31.1K -843 -5%
HWM
467
HB Wealth Management
Georgia
$571K +$127K +3,440 +26%
D.E. Shaw & Co
468
D.E. Shaw & Co
New York
$566K +$604K +16,366 New
LA
469
Lakeside Advisors
Washington
$566K -$25.8K -700 -4%
IB
470
Intrust Bank
Kansas
$565K +$42K +1,137 +7%
SM
471
STF Management
Texas
$560K -$31.5K -854 -5%
AIM
472
AHL Investment Management
Florida
$559K +$596K +16,150 New
LSV Asset Management
473
LSV Asset Management
Illinois
$557K -$36.9K -1,000 -6%
MNBTD
474
Moody National Bank Trust Division
Texas
$549K +$30.4K +824 +5%
RIA
475
Regal Investment Advisors
Michigan
$547K -$21.9K -594 -4%

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.