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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
AT
551
Arden Trust
Delaware
$364K -$5.32K -144 -1%
SWP
552
Significant Wealth Partners
Illinois
$364K +$84.4K +2,288 +28%
CI
553
Cigna Investments
Connecticut
$362K -$4.72K -128 -1%
AWM
554
Axxcess Wealth Management
California
$360K +$443 +12 +0.1%
JWCA
555
J.W. Cole Advisors
Florida
$360K +$38.8K +1,050 +11%
HTC
556
Haverford Trust Company
Pennsylvania
$360K -$40.2K -1,089 -9%
GRP
557
Global Retirement Partners
California
$359K +$102K +2,756 +36%
TPI
558
Trust Point Inc
Wisconsin
$357K -$23.5K -636 -6%
UH
559
Unigestion Holding
Switzerland
$356K +$47.3K +1,282 +15%
BFG
560
Bleakley Financial Group
New Jersey
$356K -$17.1K -463 -4%
SW
561
Simplicity Wealth
New Jersey
$355K -$15.5K -420 -4%
CWS
562
Confluence Wealth Services
Pennsylvania
$355K
NSEDCP
563
NJ State Employees Deferred Compensation Plan
New Jersey
$353K
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$353K +$61.6K +1,670 +20%
NP
565
NorthRock Partners
Minnesota
$353K +$20K +542 +6%
EWA
566
EP Wealth Advisors
California
$352K -$7.01K -190 -2%
BONH
567
Bank of New Hampshire
New Hampshire
$351K -$9.97K -270 -3%
BG
568
Bollard Group
Massachusetts
$351K +$3.58K +97 +1%
CAM
569
Costello Asset Management
Pennsylvania
$350K -$30.1K -816 -7%
FRA
570
Frank Rimerman Advisors
California
$350K +$372K +10,073 +35,975%
CBTWT
571
Community Bank & Trust (Waco, Texas)
Texas
$347K -$1.18K -32 -0.3%
EFM
572
E Fund Management
China
$347K +$6.9K +187 +2%
ALAM
573
Asahi Life Asset Management
Japan
$344K -$31K -840 -8%
PFS
574
Prospera Financial Services
Texas
$341K +$48.4K +1,310 +15%
WB
575
WesBanco Bank
West Virginia
$340K -$21.2K -575 -6%

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.