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Exelon
EXC

1,051 hedge funds and large institutions have $33.2B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 407 increasing their positions, 326 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

111% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 65

81% more call options, than puts

Call options by funds: $166M | Put options by funds: $92M

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 326

16% more capital invested

Capital invested by funds: $28.7B → $33.2B (+$4.5B)

6% more funds holding

Funds holding: 989 → 1,051 (+62)

0.95% less ownership

Funds ownership: 82.84% → 81.89% (-0.95%)

Holders
1,051
Holders Change
+62
Holders Change %
+6.27%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
137
Increased
407
Reduced
326
Closed
65
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
2
BlackRock
BlackRock
New York
+$294M
3
Cohen & Steers
Cohen & Steers
New York
+$137M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$121M
5
JP Morgan Chase
JP Morgan Chase
New York
+$116M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$799M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$641M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$180M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
476
Atria Investments
North Carolina
$692K -$187K -4,977 -23%
IAN
477
Integrated Advisors Network
Texas
$691K -$28.8K -765 -4%
SPC
478
Sigma Planning Corp
Michigan
$691K +$4.55K +121 +0.7%
EF
479
Empowered Funds
Pennsylvania
$689K +$51.4K +1,367 +9%
VA
480
Vident Advisory
Georgia
$673K -$109K -2,905 -15%
TC
481
TownSquare Capital
Utah
$670K +$121K +3,208 +24%
IAA
482
Independent Advisor Alliance
North Carolina
$666K -$16.8K -446 -3%
RIA
483
Regal Investment Advisors
Michigan
$664K +$21.5K +571 +4%
LA
484
Lakeside Advisors
Washington
$663K – – –
MNBTD
485
Moody National Bank Trust Division
Texas
$661K +$17.3K +460 +3%
P
486
&Partners
Tennessee
$661K +$613K +16,292 New
JCM
487
Jacobi Capital Management
Pennsylvania
$654K +$51.3K +1,363 +9%
LSV Asset Management
488
LSV Asset Management
Illinois
$653K – – –
GI
489
GAMMA Investing
California
$640K +$136K +3,616 +30%
CT
490
Caldwell Trust
Florida
$637K – – –
AIC
491
Archer Investment Corporation
Indiana
$636K – – –
SG
492
Sourcerock Group
Colorado
$633K – – –
KPWS
493
Kestra Private Wealth Services
Texas
$633K +$101K +2,676 +21%
CCM
494
Coldstream Capital Management
Washington
$633K +$184K +4,895 +45%
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$632K -$35.5K -945 -6%
WEG
496
World Equity Group
Illinois
$631K +$77.9K +2,071 +15%
FTWA
497
Fifth Third Wealth Advisors
Ohio
$626K +$13K +345 +2%
ISL
498
Ingalls & Snyder LLC
New York
$618K -$1.69K -45 -0.3%
CFG
499
Cooper Financial Group
California
$617K -$96.2K -2,558 -14%
Parallax Volatility Advisers
500
Parallax Volatility Advisers
California
$615K +$570K +15,172 New
18 19
20
21 22

EXC Hedge Fund Activity: Q3 2024 in Review

1,051 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2024, worth a combined $33.2B — up 16% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new EXC positions and 65 closed out — a net gain of 72 holders — while 407 added to existing stakes and 326 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $673M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $799M.

  • 1,051 institutional investors held Exelon (EXC) as of Q3 2024, up from 989 in Q2 2024.
  • Funds reported $33.2B of Exelon stock for Q3 2024, up 16% quarter-over-quarter.
  • 137 funds opened new Exelon positions in Q3 2024 and 65 closed out, a net change of +72 holders.
  • The largest Exelon buyer in Q3 2024 was T. Rowe Price Associates, an estimated $673M added.
  • The largest Exelon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2024.