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989 hedge funds and large institutions have $28.7B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $128M | Put options by funds: $54.6M

7% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 334

0.69% more ownership

Funds ownership: 82.15%82.84% (+0.69%)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,007989 (-18)

7% less capital invested

Capital invested by funds: $30.8B → $28.7B (-$2.18B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
989
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
92
Increased
357
Reduced
334
Closed
93
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
526
Syon Capital
California
$398K -$3.77K -102 -0.9%
CCA
527
Checchi Capital Advisers
California
$396K -$48.5K -1,313 -10%
SL
528
Sentinus LLC
Illinois
$391K +$125K +3,385 +43%
BBA
529
BLB&B Advisors
Pennsylvania
$389K -$19.5K -528 -4%
IAS
530
Investment Advisory Services
Texas
$384K -$369 -10 -0.1%
SAG
531
SageView Advisory Group
California
$384K +$40.6K +1,099 +11%
CAM
532
Cidel Asset Management
Ontario, Canada
$381K +$18.1K +491 +5%
IPAM
533
ICICI Prudential Asset Management
India
$380K +$38.2K +1,034 +10%
KWA
534
Kingswood Wealth Advisors
California
$379K -$60.6K -1,643 -13%
SF
535
Synovus Financial
Georgia
$378K -$33.6K -911 -8%
SWP
536
Stratos Wealth Partners
Ohio
$378K -$128K -3,481 -24%
CCM
537
Coldstream Capital Management
Washington
$377K -$22.3K -605 -5%
ET
538
Entropy Technologies
New York
$377K +$402K +10,903 New
SFI
539
Siemens Fonds Invest
Germany
$375K +$18.6K +505 +5%
GIA
540
Gladstone Institutional Advisory
Florida
$375K +$161K +4,359 +67%
NIM
541
Nexus Investment Management
Ontario, Canada
$374K
PCIA
542
Prime Capital Investment Advisors
Kansas
$373K -$14K -379 -3%
BBPWM
543
Blue Bell Private Wealth Management
Pennsylvania
$370K -$31.6K -857 -7%
IWC
544
Integrated Wealth Concepts
Massachusetts
$370K -$117K -3,158 -23%
CTC
545
Central Trust Company
Missouri
$370K +$27K +732 +7%
PCG
546
Prosperity Consulting Group
Maryland
$369K +$2.29K +62 +0.6%
VF
547
Virtu Financial
New York
$368K +$146K +3,945 +59%
SCA
548
Snowden Capital Advisors
New York
$367K -$20.2K -546 -5%
KeyBank National Association
549
KeyBank National Association
Ohio
$367K +$20.6K +559 +6%
SIG
550
Stonegate Investment Group
Alabama
$365K +$28.9K +783 +8%

EXC Hedge Fund Activity: Q2 2024 in Review

989 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2024, worth a combined $28.7B — down 7.1% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of EXC and 92 opened new positions — a net loss of 1 holder — while 334 trimmed existing stakes and 357 added.

The largest buyer was Vanguard Group, adding an estimated $581M. The largest seller was Wellington Management Group, cutting an estimated $393M.

  • 989 institutional investors held Exelon (EXC) as of Q2 2024, down from 1,007 in Q1 2024.
  • Funds reported $28.7B of Exelon stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 92 funds opened new Exelon positions in Q2 2024 and 93 closed out, a net change of -1 holder.
  • The largest Exelon buyer in Q2 2024 was Vanguard Group, an estimated $581M added.
  • The largest Exelon seller in Q2 2024 was Wellington Management Group, an estimated $393M sold.

Based on aggregated 13F filings for Q2 2024.