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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 %
TG
526
TCW Group
California
$526K +$13.4K +357 +3%
AWS
527
Atria Wealth Solutions
New York
$523K -$6.36K -169 -1%
KPWS
528
Kestra Private Wealth Services
Texas
$520K -$67.3K -1,787 -11%
SLI
529
Sumitomo Life Insurance
Japan
$515K -$19.9K -529 -4%
KA
530
Kintegral Advisory
New York
$513K -$23.9K -635 -4%
FRA
531
Frank Rimerman Advisors
California
$513K +$88.6K +2,353 +21%
PT
532
Plimoth Trust
Massachusetts
$512K -$1.88K -50 -0.4%
VT
533
Vise Technologies
New York
$511K +$101K +2,678 +25%
IRC
534
Investors Research Corp
Georgia
$508K – – –
PWM
535
Partnership Wealth Management
Maryland
$507K – – –
Jones Financial Companies
536
Jones Financial Companies
Missouri
$504K +$262K +6,968 +108%
PFS
537
Prospera Financial Services
Texas
$501K +$67.9K +1,805 +16%
LIA
538
LSP Investment Advisors
New York
$500K – – –
PI
539
PFG Investments
New York
$495K +$11.5K +305 +2%
AAM
540
Advisors Asset Management
Colorado
$494K +$494K +13,128 New
IPAM
541
ICICI Prudential Asset Management
India
$493K +$903 +24 +0.2%
SW
542
SVB Wealth
Massachusetts
$490K +$490K +13,007 New
AG
543
Algert Global
California
$489K +$489K +13,003 New
BPA
544
Beacon Pointe Advisors
California
$487K +$30.9K +821 +7%
RIA
545
Regal Investment Advisors
Michigan
$479K -$138K -3,655 -22%
CLOS
546
Compagnie Lombard Odier SCmA
Switzerland
$479K +$177K +4,705 +59%
CAM
547
Campion Asset Management
Virginia
$479K -$47.8K -1,270 -9%
LGF
548
LGT Group Foundation
Liechtenstein
$476K -$245K -6,501 -34%
LS
549
Livforsakringsbolaget Skandia
Sweden
$472K – – –
LSA
550
Lansing Street Advisors
Pennsylvania
$471K +$471K +12,500 New
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