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Exelon
EXC

Overview Fund Activity

1,040 hedge funds and large institutions have $32.7B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 323 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+59
Holders Change %
+6.01%
% of All Funds
15.04%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
136
Increased
403
Reduced
323
Closed
66
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$726M
2
BlackRock
BlackRock
New York
+$317M
3
Cohen & Steers
Cohen & Steers
New York
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$862M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$193M
4
Goldman Sachs
Goldman Sachs
New York
-$134M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFM
551
E Fund Management
China
$438K +$31.9K +786 +8%
NIM
552
Nexus Investment Management
Ontario, Canada
$438K – – –
WC
553
Wexford Capital
Florida
$436K +$436K +10,753 New
JWCA
554
J.W. Cole Advisors
Florida
$435K +$13.1K +323 +3%
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$434K -$365 -9 -0.1%
PCG
556
Prosperity Consulting Group
Maryland
$432K +$162 +4 +0%
CCA
557
Checchi Capital Advisers
California
$432K -$32.2K -795 -7%
BFG
558
Bleakley Financial Group
New Jersey
$431K +$14.7K +362 +4%
ACM
559
Alethea Capital Management
Washington
$429K +$429K +10,575 New
MWM
560
Modern Wealth Management
Kansas
$427K +$49.7K +1,225 +13%
AWM
561
Axxcess Wealth Management
California
$422K +$446 +11 +0.1%
SWP
562
Significant Wealth Partners
Illinois
$422K -$4.99K -123 -1%
PWM
563
Perigon Wealth Management
California
$420K +$29.3K +722 +7%
ACA
564
Aptus Capital Advisors
Alabama
$418K +$36.7K +905 +10%
HTC
565
Haverford Trust Company
Pennsylvania
$417K -$4.87K -120 -1%
CAM
566
Costello Asset Management
Pennsylvania
$416K +$6.25K +154 +2%
CI
567
Cigna Investments
Connecticut
$416K -$7.63K -188 -2%
TPI
568
Trust Point Inc
Wisconsin
$416K -$2.64K -65 -0.6%
BG
569
Bollard Group
Massachusetts
$415K +$3.57K +88 +0.9%
NSEDCP
570
NJ State Employees Deferred Compensation Plan
New Jersey
$414K – – –
IWC
571
Integrated Wealth Concepts
Massachusetts
$412K -$20.8K -512 -5%
CFP
572
Catalyst Financial Partners
Massachusetts
$410K +$16.6K +410 +4%
ADL
573
Asset Dedication LLC
California
$403K -$292K -7,205 -42%
VF
574
Vest Financial
Virginia
$402K +$402K +9,908 New
GRP
575
Global Retirement Partners
California
$401K -$19.8K -489 -5%
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