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Exelon
EXC

Overview Fund Activity

1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
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
+$282M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Millennium Management
Millennium Management
New York
+$156M
4
UBS AM
UBS AM
Illinois
+$146M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$237M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$192M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$187M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
576
Pinnacle Associates
New York
$434K -$135K -3,575 -24%
RAG
577
RIA Advisory Group
Iowa
$425K +$169K +4,478 +66%
HTC
578
Haverford Trust Company
Pennsylvania
$421K +$33.8K +897 +9%
FPAS
579
Focus Partners Advisor Solutions
Missouri
$419K -$289K -7,675 -41%
IAS
580
Investment Advisory Services
Texas
$418K +$301 +8 +0.1%
SGAM
581
Smith Group Asset Management
Texas
$414K +$414K +11,000 New
WS
582
Wela Strategies
Georgia
$413K -$283K -7,609 -41%
GIA
583
Gladstone Institutional Advisory
Florida
$413K +$1.88K +50 +0.5%
AWA
584
AmeriServ Wealth Advisors
Pennsylvania
$412K +$412K +10,959 New
SFI
585
Siemens Fonds Invest
Germany
$408K – – –
PCG
586
Prosperity Consulting Group
Maryland
$406K +$4.78K +127 +1%
CIA
587
Concurrent Investment Advisors
Florida
$404K +$55.1K +1,463 +16%
BBPWM
588
Blue Bell Private Wealth Management
Pennsylvania
$403K +$715 +19 +0.2%
UBP
589
Union Bancaire Privee
Switzerland
$402K +$402K +11,294 New
CA
590
Cornerstone Advisory
Maryland
$396K +$55.2K +1,289 +16%
SWP
591
Significant Wealth Partners
Illinois
$393K +$1.84K +49 +0.5%
SG Americas Securities
592
SG Americas Securities
New York
$393K -$15.5M -410,701 -98%
AWM
593
Axxcess Wealth Management
California
$393K +$452 +12 +0.1%
CTC
594
Central Trust Company
Missouri
$391K +$22.6K +600 +6%
BG
595
Bollard Group
Massachusetts
$389K +$3.54K +94 +0.9%
TPI
596
Trust Point Inc
Wisconsin
$387K +$1.51K +40 +0.4%
CAM
597
Costello Asset Management
Pennsylvania
$386K +$151 +4 +0%
CI
598
Cigna Investments
Connecticut
$386K – – –
NSEDCP
599
NJ State Employees Deferred Compensation Plan
New Jersey
$384K – – –
WA
600
WBH Advisory
Maryland
$383K +$58.1K +1,544 +18%
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