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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
+$625M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$554M
3
Franklin Resources
Franklin Resources
California
+$358M
4
AIP
Atlas Infrastructure Partners
United Kingdom
+$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$134M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$622M
2
State Street
State Street
Massachusetts
-$165M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$148M
4
ZP
Zimmer Partners
New York
-$138M
5
Amundi
Amundi
France
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
526
Prime Capital Investment Advisors
Kansas
$419K +$88K +2,342 +27%
IAS
527
Investment Advisory Services
Texas
$417K -$14.2K -377 -3%
TPI
528
Trust Point Inc
Wisconsin
$412K +$20.6K +547 +5%
CAM
529
Costello Asset Management
Pennsylvania
$410K +$150 +4 +0%
CW
530
Connectus Wealth
Ohio
$408K +$408K +10,847 New
NIM
531
Nexus Investment Management
Ontario, Canada
$406K – – –
ALAM
532
Asahi Life Asset Management
Japan
$405K – – –
AFG
533
Allegheny Financial Group
Pennsylvania
$404K -$28.6K -762 -7%
BFG
534
Bleakley Financial Group
New Jersey
$403K +$9.36K +249 +2%
SW
535
Simplicity Wealth
New Jersey
$401K +$401K +10,686 New
AT
536
Arden Trust
Delaware
$401K -$35.9K -955 -8%
CPIG
537
Chicago Partners Investment Group
Illinois
$400K +$1.77K +47 +0.4%
PCG
538
Prosperity Consulting Group
Maryland
$398K +$398K +10,587 New
CI
539
Cigna Investments
Connecticut
$397K – – –
CAM
540
Cidel Asset Management
Ontario, Canada
$395K +$24K +639 +6%
CA
541
Clearstead Advisors
Ohio
$393K -$8.5K -223 -2%
BONH
542
Bank of New Hampshire
New Hampshire
$391K -$70.3K -1,872 -15%
WB
543
WesBanco Bank
West Virginia
$391K +$75.9K +2,021 +24%
AWM
544
Axxcess Wealth Management
California
$391K -$6.09K -162 -2%
EWA
545
EP Wealth Advisors
California
$390K +$42.2K +1,123 +12%
SFI
546
Siemens Fonds Invest
Germany
$388K -$173K -4,599 -31%
HIA
547
Harbor Investment Advisory
Maryland
$386K -$56.3K -1,498 -13%
CWS
548
Confluence Wealth Services
Pennsylvania
$385K +$41.4K +1,101 +12%
NSEDCP
549
NJ State Employees Deferred Compensation Plan
New Jersey
$383K – – –
PTC
550
Private Trust Company
Ohio
$382K +$76.2K +2,027 +25%
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