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Exelon
EXC

Overview Fund Activity

1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
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
+$282M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Millennium Management
Millennium Management
New York
+$156M
4
UBS AM
UBS AM
Illinois
+$146M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$237M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$192M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$187M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
501
GAMMA Investing
California
$586K -$7.9K -210 -1%
MNBTD
502
Moody National Bank Trust Division
Texas
$584K -$29.9K -794 -5%
SPC
503
Sigma Planning Corp
Michigan
$583K -$57.9K -1,537 -9%
PWM
504
Perigon Wealth Management
California
$582K +$174K +4,423 +43%
QI
505
Qtron Investments
Massachusetts
$581K +$581K +15,446 New
MWA
506
Midland Wealth Advisors
Illinois
$576K +$5.72K +152 +1%
AIC
507
Archer Investment Corporation
Indiana
$575K -$15.1K -400 -3%
ISL
508
Ingalls & Snyder LLC
New York
$573K – – –
LSIA
509
LaSalle St. Investment Advisors
Illinois
$573K +$3.35K +89 +0.6%
T. Rowe Price Investment Management
510
T. Rowe Price Investment Management
Maryland
$572K -$237M -6,298,087 -100%
MWM
511
Modern Wealth Management
Kansas
$572K +$176K +4,667 +44%
SM
512
STF Management
Texas
$571K +$28.5K +758 +5%
B
513
Bailard
California
$568K +$17K +451 +3%
CPCPP
514
Canada Post Corporation Pension Plan
Canada
$567K +$567K +15,059 New
S
515
SignatureFD
Georgia
$565K +$57.3K +1,521 +11%
CFG
516
Cooper Financial Group
California
$562K -$11K -293 -2%
MSA
517
MUFG Securities Americas
New York
$558K +$558K +14,833 New
LJAC
518
L.J. Altfest & Co
New York
$554K -$133K -3,522 -19%
ACA
519
Aptus Capital Advisors
Alabama
$541K +$152K +4,049 +39%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$540K -$46.2K -1,228 -8%
BBA
521
BLB&B Advisors
Pennsylvania
$538K +$120K +3,177 +29%
EFM
522
E Fund Management
China
$538K +$131K +3,485 +32%
SI
523
Stephens Inc
Arkansas
$533K +$60.6K +1,610 +13%
BDF
524
Black Diamond Financial
Maryland
$532K -$151 -4 -0%
LSV Asset Management
525
LSV Asset Management
Illinois
$531K -$75.3K -2,000 -12%
19 20
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