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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
Barclays
26
Barclays
United Kingdom
$182M +$50.1M +1,357,791 +35%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$168M -$35.8M -970,800 -17%
Mitsubishi UFJ Trust & Banking
28
Mitsubishi UFJ Trust & Banking
Japan
$162M -$16.8M -455,003 -9%
Canada Life
29
Canada Life
Manitoba, Canada
$160M +$9.47M +256,701 +6%
N
30
Nuveen
North Carolina
$158M +$26.7M +724,733 +19%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$150M -$20.3M -550,514 -11%
Bank of America
32
Bank of America
North Carolina
$146M -$25.9M -701,501 -14%
First Trust Advisors
33
First Trust Advisors
Illinois
$132M +$36.4M +986,141 +35%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$130M +$123M +3,332,423 +814%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$124M +$115M +3,115,763 +666%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$121M +$577K +15,620 +0.5%
Macquarie Group
37
Macquarie Group
Australia
$119M -$1.83M -49,675 -1%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$112M +$8.78M +237,950 +8%
Capital Research Global Investors
39
Capital Research Global Investors
California
$111M +$62K +1,681 +0.1%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$104M +$3.18M +86,052 +3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$102M -$779K -21,100 -0.7%
UBS Group
42
UBS Group
Switzerland
$102M +$33.5M +906,589 +45%
PL
43
Perpetual Ltd
Australia
$99.3M -$43.5M -1,177,922 -29%
JP Morgan Chase
44
JP Morgan Chase
New York
$96.8M -$45.8M -1,240,954 -31%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$95.2M -$18.9M -513,272 -16%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$94.9M +$25M +678,123 +33%
MGP
47
M&G plc
United Kingdom
$93M +$11.4M +309,000 +13%
Swedbank
48
Swedbank
Sweden
$91M +$97.1M +2,629,480 New
ECM
49
ExodusPoint Capital Management
New York
$83.8M +$9.67M +262,062 +12%
National Pension Service
50
National Pension Service
South Korea
$82.9M +$1.65M +44,656 +2%

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.