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989 hedge funds and large institutions have $28.7B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $128M | Put options by funds: $54.6M

7% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 334

0.69% more ownership

Funds ownership: 82.15%82.84% (+0.69%)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,007989 (-18)

7% less capital invested

Capital invested by funds: $30.8B → $28.7B (-$2.18B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
989
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
92
Increased
357
Reduced
334
Closed
93
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LGF
601
LGT Group Foundation
Liechtenstein
$310K +$57.8K +1,565 +21%
OAM
602
Oxford Asset Management
United Kingdom
$309K +$329K +8,925 New
RBC
603
Romano Brothers & Co
Illinois
$308K -$5.54K -150 -2%
BTI
604
Blue Trust Inc
Georgia
$307K +$69.5K +1,883 +30%
CLOS
605
Compagnie Lombard Odier SCmA
Switzerland
$304K -$6.23M -168,876 -95%
SG
606
Sienna Gestion
France
$304K -$9.92M -268,736 -97%
FNBTCON
607
First National Bank & Trust Co of Newtown
Pennsylvania
$302K
HW
608
Hancock Whitney
Mississippi
$299K -$93.9K -2,543 -23%
LF
609
Lantz Financial
Illinois
$298K -$147K -3,991 -32%
AG
610
AIA Group
Hong Kong
$295K
MIP
611
Marietta Investment Partners
Wisconsin
$294K
CA
612
Cornerstone Advisory
Maryland
$294K -$114K -3,095 -27%
WA
613
WBH Advisory
Maryland
$294K -$16.9K -459 -5%
SAI
614
Savvy Advisors Inc
New York
$293K -$3.4K -92 -1%
SA
615
Strategic Advisors
New York
$291K +$148 +4 +0%
HI
616
Hendershot Investments
Virginia
$290K
PI
617
PEAK6 Investments
Illinois
$287K +$306K +8,278 New
GCP
618
GSA Capital Partners
United Kingdom
$286K +$78.2K +2,118 +34%
Cohen & Steers
619
Cohen & Steers
New York
$284K -$5.68M -153,810 -95%
PTC
620
Private Trust Company
Ohio
$284K -$72.7K -1,970 -19%
CK
621
Cohen Klingenstein
New York
$284K
First Manhattan
622
First Manhattan
New York
$283K
RP
623
Riverwater Partners
Wisconsin
$281K -$6.28K -170 -2%
BCI
624
Brinker Capital Investments
Pennsylvania
$279K -$239K -6,469 -45%
OPS
625
Orion Portfolio Solutions
Nebraska
$279K -$239K -6,469 -45%

EXC Hedge Fund Activity: Q2 2024 in Review

989 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2024, worth a combined $28.7B — down 7.1% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of EXC and 92 opened new positions — a net loss of 1 holder — while 334 trimmed existing stakes and 357 added.

The largest buyer was Vanguard Group, adding an estimated $581M. The largest seller was Wellington Management Group, cutting an estimated $393M.

  • 989 institutional investors held Exelon (EXC) as of Q2 2024, down from 1,007 in Q1 2024.
  • Funds reported $28.7B of Exelon stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 92 funds opened new Exelon positions in Q2 2024 and 93 closed out, a net change of -1 holder.
  • The largest Exelon buyer in Q2 2024 was Vanguard Group, an estimated $581M added.
  • The largest Exelon seller in Q2 2024 was Wellington Management Group, an estimated $393M sold.

Based on aggregated 13F filings for Q2 2024.