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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
STA
476
Summit Trail Advisors
New York
$546K +$347K +9,402 +148%
I
477
InceptionR
California
$545K +$582K +15,761 New
CT
478
Caldwell Trust
Florida
$544K +$58.8K +1,592 +11%
AIC
479
Archer Investment Corporation
Indiana
$543K +$39.3K +1,065 +7%
EF
480
Empowered Funds
Pennsylvania
$540K -$6.21M -168,356 -92%
SG
481
Sourcerock Group
Colorado
$540K -$369 -10 -0.1%
ISL
482
Ingalls & Snyder LLC
New York
$529K -$17.9K -486 -3%
FTWA
483
Fifth Third Wealth Advisors
Ohio
$523K +$227K +6,139 +69%
TPCW
484
TD Private Client Wealth
New York
$517K -$8.93K -242 -2%
LSIA
485
LaSalle St. Investment Advisors
Illinois
$515K +$2.66K +72 +0.5%
CNBT
486
Cornerstone National Bank & Trust
Illinois
$514K
BEI
487
Benjamin Edwards Inc
Missouri
$514K +$31.9K +863 +6%
JCM
488
Jacobi Capital Management
Pennsylvania
$511K +$61.9K +1,678 +13%
GCM
489
Graham Capital Management
Connecticut
$503K +$536K +14,528 New
CAM
490
Campion Asset Management
Virginia
$502K -$6.83K -185 -1%
KA
491
Kintegral Advisory
New York
$500K +$50.4K +1,365 +10%
MFGM
492
Marshall Financial Group (Maryland)
Maryland
$498K -$121K -3,289 -19%
SLI
493
Sumitomo Life Insurance
Japan
$487K -$72.2K -1,956 -12%
BDF
494
Black Diamond Financial
Maryland
$487K +$10.3K +279 +2%
TG
495
TCW Group
California
$483K +$19.7K +533 +4%
PT
496
Plimoth Trust
Massachusetts
$479K -$10.9K -295 -2%
AWS
497
Atria Wealth Solutions
New York
$478K -$80.8K -2,190 -14%
S
498
SignatureFD
Georgia
$475K -$50.6K -1,371 -9%
BP
499
Ballentine Partners
Massachusetts
$472K -$7.42K -201 -1%
B
500
Bailard
California
$470K +$591 +16 +0.1%

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.