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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
CT
501
Caldwell Trust
Florida
$591K – – –
SAI
502
Savvy Advisors Inc
New York
$590K +$252K +6,485 +71%
WCP
503
Wealthcare Capital Partners
Pennsylvania
$588K +$606K +15,632 New
BP
504
Ballentine Partners
Massachusetts
$588K +$65.6K +1,690 +12%
GI
505
GAMMA Investing
California
$586K -$8.15K -210 -1%
MNBTD
506
Moody National Bank Trust Division
Texas
$584K -$30.8K -794 -5%
SPC
507
Sigma Planning Corp
Michigan
$583K -$59.6K -1,537 -9%
PWM
508
Perigon Wealth Management
California
$582K +$172K +4,423 +43%
QI
509
Qtron Investments
Massachusetts
$581K +$599K +15,446 New
MWA
510
Midland Wealth Advisors
Illinois
$576K +$5.9K +152 +1%
AIC
511
Archer Investment Corporation
Indiana
$575K -$15.5K -400 -3%
ISL
512
Ingalls & Snyder LLC
New York
$573K – – –
LSIA
513
LaSalle St. Investment Advisors
Illinois
$573K +$3.45K +89 +0.6%
T. Rowe Price Investment Management
514
T. Rowe Price Investment Management
Maryland
$572K -$244M -6,298,087 -100%
MWM
515
Modern Wealth Management
Kansas
$572K +$181K +4,667 +44%
SM
516
STF Management
Texas
$571K +$29.4K +758 +5%
B
517
Bailard
California
$568K +$17.5K +451 +3%
CPCPP
518
Canada Post Corporation Pension Plan
Canada
$567K +$584K +15,059 New
S
519
SignatureFD
Georgia
$565K +$59K +1,521 +11%
CFG
520
Cooper Financial Group
California
$562K -$11.4K -293 -2%
MSA
521
MUFG Securities Americas
New York
$558K +$575K +14,833 New
LJAC
522
L.J. Altfest & Co
New York
$554K -$137K -3,522 -19%
ACA
523
Aptus Capital Advisors
Alabama
$541K +$157K +4,049 +39%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$540K -$47.6K -1,228 -8%
BBA
525
BLB&B Advisors
Pennsylvania
$538K +$123K +3,177 +29%
19 20
21
22 23

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.