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Exelon
EXC

Overview Fund Activity

998 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 339 increasing their positions, 378 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
14.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
108
Increased
339
Reduced
378
Closed
105
Calls
$154M
Puts
$68.9M
Net Calls
+$85.3M
Net Calls Change
-$98.7M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$1.18B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.96B
3
Franklin Resources
Franklin Resources
California
$621M
4
AIP
Atlas Infrastructure Partners
United Kingdom
$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$444M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$577M
2
State Street
State Street
Massachusetts
$2.18B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$257M
4
ZP
Zimmer Partners
New York
$0
5
Amundi
Amundi
France
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
476
Stratos Wealth Partners
Ohio
$541K -$2.89K -77 -0.5%
PT
477
Plimoth Trust
Massachusetts
$531K -$21K -560 -4%
WCA
478
Waratah Capital Advisors
Ontario, Canada
$530K +$530K +14,112 New
BEI
479
Benjamin Edwards Inc
Missouri
$525K -$158K -4,216 -23%
IWC
480
Integrated Wealth Concepts
Massachusetts
$520K +$10.6K +281 +2%
BP
481
Ballentine Partners
Massachusetts
$520K +$294K +7,830 +130%
ONB
482
Old National Bancorp
Indiana
$516K +$18K +480 +4%
CFG
483
Cooper Financial Group
California
$510K +$82.1K +2,184 +19%
B
484
Bailard
California
$509K -$233K -6,199 -31%
WEG
485
World Equity Group
Illinois
$508K -$5.26K -140 -1%
IRC
486
Investors Research Corp
Georgia
$507K -$8.45K -225 -2%
PWM
487
Partnership Wealth Management
Maryland
$506K – – –
ACIM
488
Azimuth Capital Investment Management
Michigan
$506K -$3.76K -100 -0.7%
TG
489
TCW Group
California
$504K -$86.7K -2,309 -15%
LIA
490
LSP Investment Advisors
New York
$499K – – –
IWM
491
IHT Wealth Management
Illinois
$498K -$33.4K -889 -6%
BDF
492
Black Diamond Financial
Maryland
$495K – – –
ACM
493
Alethea Capital Management
Washington
$493K +$493K +13,126 New
KA
494
Kintegral Advisory
New York
$492K -$1.54K -41 -0.3%
JCM
495
Jacobi Capital Management
Pennsylvania
$491K +$8.42K +224 +2%
HWM
496
HB Wealth Management
Georgia
$491K +$200K +5,320 +69%
MG
497
Mather Group
Illinois
$485K +$1.72K +48 +0.4%
KPWS
498
Kestra Private Wealth Services
Texas
$482K -$52.2K -1,389 -10%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$481K +$14.7K +396 +3%
CCA
500
Checchi Capital Advisers
California
$479K +$40K +1,064 +9%
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