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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 %
AMIM
576
Aull & Monroe Investment Management
Alabama
$345K -$4.88K -130 -1%
ACA
577
Aptus Capital Advisors
Alabama
$342K +$125K +3,330 +58%
JIC
578
Johnson Investment Counsel
Ohio
$341K +$105K +2,797 +45%
RBC
579
Romano Brothers & Co
Illinois
$340K -$10.9K -290 -3%
FTWA
580
Fifth Third Wealth Advisors
Ohio
$337K -$13.6K -361 -4%
WA
581
WBH Advisory
Maryland
$336K -$16.7K -445 -5%
RCM
582
RNC Capital Management
California
$334K -$7.59K -202 -2%
FNBTCON
583
First National Bank & Trust Co of Newtown
Pennsylvania
$328K – – –
CC
584
Cipher Capital
New York
$325K +$325K +8,658 New
UH
585
Unigestion Holding
Switzerland
$324K -$48.2K -1,282 -13%
SAI
586
Savvy Advisors Inc
New York
$321K +$17.1K +454 +6%
CI Investments Inc
587
CI Investments Inc
Ontario, Canada
$321K +$79.5K +2,115 +33%
PFS
588
Prospera Financial Services
Texas
$321K +$65.8K +1,752 +26%
AG
589
AIA Group
Hong Kong
$320K +$320K +8,511 New
MIP
590
Marietta Investment Partners
Wisconsin
$319K – – –
LSAG
591
Lake Street Advisors Group
New Hampshire
$319K -$53.7K -1,430 -14%
SA
592
Strategic Advisors
New York
$316K -$826 -22 -0.3%
HI
593
Hendershot Investments
Virginia
$315K – – –
CWA
594
Centennial Wealth Advisory
Michigan
$314K +$338 +9 +0.1%
GI
595
GAMMA Investing
California
$314K +$38.9K +1,035 +14%
SP
596
Systematic Portfolios
New York
$313K +$313K +8,342 New
SFM
597
Systematic Financial Management
New Jersey
$312K +$299K +7,965 +2,282%
CFS
598
CRA Financial Services
New Jersey
$312K -$23K -612 -7%
RP
599
Riverwater Partners
Wisconsin
$312K -$3.27K -87 -1%
AIM
600
Aigen Investment Management
New York
$311K +$311K +8,271 New
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