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Exelon
EXC

1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,051 → 1,100 (+49)

0.39% less ownership

Funds ownership: 81.89% → 81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
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
+$290M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
Millennium Management
Millennium Management
New York
+$161M
4
UBS AM
UBS AM
Illinois
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$244M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$192M
5
JP Morgan Chase
JP Morgan Chase
New York
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
551
Compagnie Lombard Odier SCmA
Switzerland
$479K +$183K +4,705 +59%
CAM
552
Campion Asset Management
Virginia
$479K -$49.3K -1,270 -9%
LGF
553
LGT Group Foundation
Liechtenstein
$476K -$252K -6,501 -34%
LS
554
Livforsakringsbolaget Skandia
Sweden
$472K – – –
LSA
555
Lansing Street Advisors
Pennsylvania
$471K +$485K +12,500 New
DE
556
Diversified Enterprises
Delaware
$470K +$194 +5 +0%
GCP
557
Garda Capital Partners
Minnesota
$468K +$482K +12,428 New
VCAM
558
Van Cleef Asset Management
Ohio
$468K -$1.55K -40 -0.3%
KeyBank National Association
559
KeyBank National Association
Ohio
$467K +$3.26K +84 +0.7%
LSL
560
Legacy Solutions LLC
Pennsylvania
$466K +$480K +12,376 New
SAG
561
SageView Advisory Group
California
$466K +$96.2K +2,479 +25%
TFGT
562
TS Financial Group (TSFG)
Illinois
$465K +$504 +13 +0.1%
SIG
563
Stonegate Investment Group
Alabama
$462K +$7.53K +194 +2%
XT
564
XTX Topco
Cayman Islands
$462K +$281K +7,250 +144%
AFG
565
Allegheny Financial Group
Pennsylvania
$458K +$155 +4 +0%
CC
566
Callan Capital
California
$455K +$246K +6,349 +110%
SA
567
Strategic Advisors
New York
$453K +$141K +3,640 +43%
ACIM
568
Azimuth Capital Investment Management
Michigan
$452K – – –
SACTSONJ
569
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$452K – – –
WTG
570
West Tower Group
Virginia
$452K +$194K +5,000 +71%
SCTC
571
Sanibel Captiva Trust Company
Florida
$451K +$465K +11,985 New
CCA
572
Cora Capital Advisors
New Jersey
$450K -$39 -1 -0%
PCM
573
Prelude Capital Management
New York
$447K +$460K +11,870 New
SIG
574
Sargent Investment Group
Maryland
$445K +$460K +11,850 New
CAM
575
Cidel Asset Management
Ontario, Canada
$445K +$17K +438 +4%
21 22
23
24 25

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.