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Exelon
EXC

1,051 hedge funds and large institutions have $33.2B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 407 increasing their positions, 326 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

111% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 65

81% more call options, than puts

Call options by funds: $166M | Put options by funds: $92M

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 326

16% more capital invested

Capital invested by funds: $28.7B → $33.2B (+$4.5B)

6% more funds holding

Funds holding: 989 → 1,051 (+62)

0.95% less ownership

Funds ownership: 82.84% → 81.89% (-0.95%)

Holders
1,051
Holders Change
+62
Holders Change %
+6.27%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
137
Increased
407
Reduced
326
Closed
65
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
2
BlackRock
BlackRock
New York
+$294M
3
Cohen & Steers
Cohen & Steers
New York
+$137M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$121M
5
JP Morgan Chase
JP Morgan Chase
New York
+$116M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$799M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$641M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$180M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
551
Frank Rimerman Advisors
California
$457K +$43.9K +1,168 +12%
BBA
552
BLB&B Advisors
Pennsylvania
$451K -$4.78K -127 -1%
IAS
553
Investment Advisory Services
Texas
$450K – – –
AIM
554
Aquila Investment Management
New York
$446K +$414K +11,000 New
GIA
555
Gladstone Institutional Advisory
Florida
$443K +$3.2K +85 +0.8%
VT
556
Vise Technologies
New York
$442K -$69.8K -1,856 -15%
SFI
557
Siemens Fonds Invest
Germany
$438K – – –
EFM
558
E Fund Management
China
$438K +$29.6K +786 +8%
NIM
559
Nexus Investment Management
Ontario, Canada
$438K – – –
WC
560
Wexford Capital
Florida
$436K +$404K +10,753 New
JWCA
561
J.W. Cole Advisors
Florida
$435K +$12.1K +323 +3%
BBPWM
562
Blue Bell Private Wealth Management
Pennsylvania
$434K -$338 -9 -0.1%
PCG
563
Prosperity Consulting Group
Maryland
$432K +$150 +4 +0%
CCA
564
Checchi Capital Advisers
California
$432K -$29.9K -795 -7%
BFG
565
Bleakley Financial Group
New Jersey
$431K +$13.6K +362 +4%
ACM
566
Alethea Capital Management
Washington
$429K +$398K +10,575 New
MWM
567
Modern Wealth Management
Kansas
$427K +$46.1K +1,225 +13%
AWM
568
Axxcess Wealth Management
California
$422K +$414 +11 +0.1%
SWP
569
Significant Wealth Partners
Illinois
$422K -$4.63K -123 -1%
PWM
570
Perigon Wealth Management
California
$420K +$27.1K +722 +7%
ACA
571
Aptus Capital Advisors
Alabama
$418K +$34K +905 +10%
HTC
572
Haverford Trust Company
Pennsylvania
$417K -$4.51K -120 -1%
CAM
573
Costello Asset Management
Pennsylvania
$416K +$5.79K +154 +2%
CI
574
Cigna Investments
Connecticut
$416K -$7.07K -188 -2%
TPI
575
Trust Point Inc
Wisconsin
$416K -$2.44K -65 -0.6%
21 22
23
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EXC Hedge Fund Activity: Q3 2024 in Review

1,051 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2024, worth a combined $33.2B — up 16% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new EXC positions and 65 closed out — a net gain of 72 holders — while 407 added to existing stakes and 326 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $673M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $799M.

  • 1,051 institutional investors held Exelon (EXC) as of Q3 2024, up from 989 in Q2 2024.
  • Funds reported $33.2B of Exelon stock for Q3 2024, up 16% quarter-over-quarter.
  • 137 funds opened new Exelon positions in Q3 2024 and 65 closed out, a net change of +72 holders.
  • The largest Exelon buyer in Q3 2024 was T. Rowe Price Associates, an estimated $673M added.
  • The largest Exelon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2024.