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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 %
CBTWT
551
Community Bank & Trust (Waco, Texas)
Texas
$378K – – –
KeyBank National Association
552
KeyBank National Association
Ohio
$377K +$34.9K +929 +10%
BG
553
Bollard Group
Massachusetts
$377K +$3.38K +90 +0.9%
SAG
554
SageView Advisory Group
California
$375K -$6.5K -173 -2%
GA
555
Geller Advisors
New York
$374K -$165K -4,391 -31%
IPAM
556
ICICI Prudential Asset Management
India
$374K +$10.9K +290 +3%
CTC
557
Central Trust Company
Missouri
$374K -$235K -6,265 -39%
EFM
558
E Fund Management
China
$369K -$3.08K -82 -0.8%
PWM
559
Perigon Wealth Management
California
$368K +$62.6K +1,666 +21%
PFP
560
Paragon Financial Partners
California
$367K – – –
SIG
561
Stonegate Investment Group
Alabama
$367K +$21.7K +578 +6%
HBT
562
Heartland Bank & Trust
Illinois
$365K -$6.05K -161 -2%
NP
563
NorthRock Partners
Minnesota
$363K +$56.5K +1,504 +18%
VCG
564
Vantage Consulting Group
Virginia
$362K +$25.8K +687 +8%
Two Sigma Investments
565
Two Sigma Investments
New York
$361K +$361K +9,602 New
AAM
566
Advisors Asset Management
Colorado
$359K -$318K -8,454 -47%
UB
567
UMB Bank
Missouri
$353K +$38 +1 +0%
JWCA
568
J.W. Cole Advisors
Florida
$351K +$17.7K +472 +5%
TC
569
TownSquare Capital
Utah
$351K +$82.1K +2,186 +31%
Bessemer Group
570
Bessemer Group
New Jersey
$350K -$363K -9,656 -51%
CAM
571
Centre Asset Management
New York
$350K -$12.2K -325 -3%
CFP
572
Catalyst Financial Partners
Massachusetts
$350K +$1.75K +48 +0.5%
V
573
VeraBank
Texas
$349K -$12K -320 -3%
AH
574
Addis & Hill
Pennsylvania
$348K +$348K +9,342 New
CIA
575
ClearBridge Investments (Australia)
Australia
$347K – – –
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