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Exelon
EXC

1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,051 → 1,100 (+49)

0.39% less ownership

Funds ownership: 81.89% → 81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$290M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
Millennium Management
Millennium Management
New York
+$161M
4
UBS AM
UBS AM
Illinois
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$244M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$192M
5
JP Morgan Chase
JP Morgan Chase
New York
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
476
Equitable Holdings
New York
$672K -$152K -3,923 -18%
WHRC
477
W.H. Reaves & Co
New Jersey
$671K -$92.9K -2,395 -12%
IWM
478
IHT Wealth Management
Illinois
$671K -$89.3K -2,303 -11%
AWM
479
Apollon Wealth Management
South Carolina
$667K +$243K +6,259 +55%
CP
480
Cornerstone Planning
North Carolina
$666K +$687K +17,706 New
SOAMC
481
Spirit of America Management Corp
New York
$666K +$155K +4,000 +29%
ELC
482
Edgar Lomax Company
Virginia
$664K -$43.3M -1,116,021 -98%
IB
483
Intrust Bank
Kansas
$654K -$8.22K -212 -1%
QCM
484
Qsemble Capital Management
New York
$653K -$2.7M -69,516 -80%
AAS
485
Ameritas Advisory Services
Nebraska
$652K +$327K +8,418 +94%
GCP
486
GSA Capital Partners
United Kingdom
$652K -$321K -8,280 -32%
WEG
487
World Equity Group
Illinois
$649K +$66K +1,702 +11%
AIM
488
Aigen Investment Management
New York
$645K +$192K +4,956 +41%
SC
489
Steph & Co
Wisconsin
$631K -$20.9K -539 -3%
TBT
490
Texas Bank & Trust
Texas
$629K +$648K +16,706 New
YWM
491
Yardley Wealth Management
Pennsylvania
$626K +$310K +8,000 +100%
CIBC Private Wealth Group
492
CIBC Private Wealth Group
Georgia
$623K +$69.2K +1,784 +12%
NSIM
493
North Star Investment Management
Illinois
$618K -$62.9K -1,621 -9%
CUAMC
494
China Universal Asset Management Company
China
$616K +$142K +3,663 +29%
JCM
495
Jacobi Capital Management
Pennsylvania
$614K +$7.33K +189 +1%
BEI
496
Benjamin Edwards Inc
Missouri
$613K -$50.7K -1,308 -7%
LA
497
Lakeside Advisors
Washington
$612K -$3.88K -100 -0.6%
AI
498
Atria Investments
North Carolina
$602K -$41.9K -1,079 -6%
FTWA
499
Fifth Third Wealth Advisors
Ohio
$600K +$18.9K +488 +3%
IAN
500
Integrated Advisors Network
Texas
$597K -$46.4K -1,195 -7%
18 19
20
21 22

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.