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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 %
CIP
501
Convergence Investment Partners
Florida
$476K +$476K +12,669 New
LF
502
Lantz Financial
Illinois
$474K -$13.6K -362 -3%
VT
503
Vise Technologies
New York
$473K +$172K +4,573 +57%
KWA
504
Kingswood Wealth Advisors
California
$473K +$473K +12,589 New
SW
505
SVB Wealth
Massachusetts
$471K +$28.9K +769 +7%
VCAM
506
Van Cleef Asset Management
Ohio
$469K -$3.8K -101 -0.8%
PI
507
PFG Investments
New York
$469K +$469K +12,476 New
SOAMC
508
Spirit of America Management Corp
New York
$462K – – –
TFGT
509
TS Financial Group (TSFG)
Illinois
$460K -$8.79K -234 -2%
PA
510
Pinnacle Associates
New York
$459K -$109K -2,895 -19%
SACTSONJ
511
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$451K – – –
AWM
512
Apollon Wealth Management
South Carolina
$450K -$43.2K -1,150 -9%
PTC
513
Petrus Trust Company
Texas
$449K +$449K +11,945 New
SI
514
Stephens Inc
Arkansas
$445K +$12.7K +337 +3%
SF
515
Synovus Financial
Georgia
$445K +$30.2K +803 +7%
BBA
516
BLB&B Advisors
Pennsylvania
$442K -$7.51K -200 -2%
SC
517
Syon Capital
California
$435K +$233K +6,191 +115%
CA
518
Cornerstone Advisory
Maryland
$435K +$10.5K +280 +2%
BBPWM
519
Blue Bell Private Wealth Management
Pennsylvania
$434K +$338 +9 +0.1%
TCMP
520
Thrive Capital Management (Pennsylvania)
Pennsylvania
$434K +$117K +3,126 +37%
CCM
521
Coldstream Capital Management
Washington
$433K +$42.2K +1,124 +11%
HTC
522
Haverford Trust Company
Pennsylvania
$432K +$1.39K +37 +0.3%
AFP
523
Ausdal Financial Partners
Iowa
$421K -$14K -373 -3%
HW
524
Hancock Whitney
Mississippi
$420K -$8.6K -229 -2%
SCA
525
Snowden Capital Advisors
New York
$419K +$150K +4,002 +56%
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