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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 %
SWP
601
Significant Wealth Partners
Illinois
$309K -$83.7K -2,227 -21%
AC
602
ASB Consultores
Florida
$309K +$309K +8,229 New
TW
603
Transform Wealth
Colorado
$309K -$1.49M -39,755 -83%
GEA
604
Glen Eagle Advisors
New Jersey
$308K -$5.64K -150 -2%
CK
605
Cohen Klingenstein
New York
$308K – – –
First Manhattan
606
First Manhattan
New York
$307K -$2.07K -55 -0.7%
MA
607
Mutual Advisors
Nebraska
$307K +$6.2K +165 +2%
SB
608
Strategic Blueprint
Georgia
$306K -$893K -23,774 -75%
NB
609
Northwest Bancshares
Pennsylvania
$303K -$38 -1 -0%
MC
610
Moors & Cabot
Massachusetts
$298K +$23.7K +632 +9%
SL
611
Sentinus LLC
Illinois
$297K +$297K +7,916 New
Wolverine Trading
612
Wolverine Trading
Illinois
$297K -$25.2K -671 -8%
VC
613
Veery Capital
Delaware
$297K – – –
AOWM
614
Alpha Omega Wealth Management
Virginia
$296K – – –
IA
615
Insight Advisors
Pennsylvania
$295K +$263 +7 +0.1%
CIA
616
Concurrent Investment Advisors
Florida
$293K -$3.95K -105 -1%
CCWM
617
Cassaday & Co Wealth Management
Virginia
$291K +$5.56K +148 +2%
GWA
618
GGM Wealth Advisors
Maryland
$291K +$27.5K +725 +10%
GRP
619
Global Retirement Partners
California
$287K +$6.27K +167 +2%
IPWA
620
International Private Wealth Advisors
California
$284K +$284K +7,562 New
SP
621
Symmetry Partners
Connecticut
$284K – – –
HCM
622
Hollencrest Capital Management
California
$282K – – –
PSP
623
Principal Street Partners
Tennessee
$280K -$20.5K -546 -7%
ILI
624
Invesco LLC (Illinois)
Illinois
$279K -$260K -6,916 -48%
LGF
625
LGT Group Foundation
Liechtenstein
$277K +$277K +7,382 New
23 24
25
26 27