EXC icon

Exelon
EXC

Overview Fund Activity

1,040 hedge funds and large institutions have $32.7B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 323 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+59
Holders Change %
+6.01%
% of All Funds
15.04%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
136
Increased
403
Reduced
323
Closed
66
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$726M
2
BlackRock
BlackRock
New York
+$317M
3
Cohen & Steers
Cohen & Steers
New York
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$862M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$193M
4
Goldman Sachs
Goldman Sachs
New York
-$134M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
476
TownSquare Capital
Utah
$670K +$130K +3,208 +24%
IAA
477
Independent Advisor Alliance
North Carolina
$666K -$18.1K -446 -3%
RIA
478
Regal Investment Advisors
Michigan
$664K +$23.2K +571 +4%
LA
479
Lakeside Advisors
Washington
$663K – – –
MNBTD
480
Moody National Bank Trust Division
Texas
$661K +$18.7K +460 +3%
P
481
&Partners
Tennessee
$661K +$661K +16,292 New
JCM
482
Jacobi Capital Management
Pennsylvania
$654K +$55.3K +1,363 +9%
LSV Asset Management
483
LSV Asset Management
Illinois
$653K – – –
GI
484
GAMMA Investing
California
$640K +$147K +3,616 +30%
AIC
485
Archer Investment Corporation
Indiana
$636K – – –
SG
486
Sourcerock Group
Colorado
$633K – – –
KPWS
487
Kestra Private Wealth Services
Texas
$633K +$109K +2,676 +21%
CCM
488
Coldstream Capital Management
Washington
$633K +$196K +4,895 +45%
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$632K -$38.3K -945 -6%
WEG
490
World Equity Group
Illinois
$631K +$84K +2,071 +15%
FTWA
491
Fifth Third Wealth Advisors
Ohio
$626K +$14K +345 +2%
ISL
492
Ingalls & Snyder LLC
New York
$618K -$1.83K -45 -0.3%
CFG
493
Cooper Financial Group
California
$617K -$104K -2,558 -14%
Parallax Volatility Advisers
494
Parallax Volatility Advisers
California
$615K +$615K +15,172 New
LSIA
495
LaSalle St. Investment Advisors
Illinois
$614K +$11K +272 +2%
MWA
496
Midland Wealth Advisors
Illinois
$614K -$149K -3,686 -20%
STA
497
Summit Trail Advisors
New York
$605K -$34.8K -859 -5%
B
498
Bailard
California
$594K +$43.6K +1,075 +8%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$589K +$44.3K +1,092 +8%
A
500
AlphaQuest
New York
$586K -$338K -8,332 -37%
18 19
20
21 22