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1,051 hedge funds and large institutions have $33.2B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 407 increasing their positions, 326 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

111% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 65

81% more call options, than puts

Call options by funds: $166M | Put options by funds: $92M

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 326

16% more capital invested

Capital invested by funds: $28.7B → $33.2B (+$4.5B)

6% more funds holding

Funds holding: 9891,051 (+62)

0.95% less ownership

Funds ownership: 82.84%81.89% (-0.95%)

Holders
1,051
Holders Change
+62
Holders Change %
+6.27%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
137
Increased
407
Reduced
326
Closed
65
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
601
Wilmington Savings Fund Society
Delaware
$376K +$348K +9,261 New
SI
602
Seeds Investor
New York
$375K +$348K +9,257 New
JIC
603
Johnson Investment Counsel
Ohio
$373K -$7.18K -191 -2%
BTI
604
Blue Trust Inc
Georgia
$373K +$97.3K +2,588 +32%
AMIM
605
Aull & Monroe Investment Management
Alabama
$372K
SAI
606
Savvy Advisors Inc
New York
$372K +$26.9K +715 +8%
HBT
607
Heartland Bank & Trust
Illinois
$371K -$13.3K -353 -4%
BF
608
BOK Financial
Oklahoma
$370K +$150 +4 +0%
BCI
609
Brinker Capital Investments
Pennsylvania
$370K +$39.5K +1,051 +13%
OPS
610
Orion Portfolio Solutions
Nebraska
$370K +$39.5K +1,051 +13%
SGI
611
Summit Global Investments
Utah
$367K +$340K +9,041 New
CAM
612
Carret Asset Management
New York
$367K +$68.6K +1,825 +25%
ETC
613
Exchange Traded Concepts
Oklahoma
$366K +$340K +9,035 New
GS
614
GTS Securities
New York
$362K +$58.5K +1,557 +21%
CWS
615
Confluence Wealth Services
Pennsylvania
$362K -$49.7K -1,321 -13%
PCIA
616
Prime Capital Investment Advisors
Kansas
$362K -$69.8K -1,855 -17%
AAS
617
Ameritas Advisory Services
Nebraska
$362K -$310K -8,251 -48%
HIA
618
Harbor Investment Advisory
Maryland
$361K -$19.3K -512 -5%
V
619
VeraBank
Texas
$361K -$15.2K -405 -4%
BFAG
620
Blackston Financial Advisory Group
Florida
$358K +$108K +2,863 +48%
SG
621
Sienna Gestion
France
$355K
MIS
622
Morningstar Investment Services
Illinois
$354K +$329K +8,755 New
FNBTCON
623
First National Bank & Trust Co of Newtown
Pennsylvania
$354K
LF
624
Lantz Financial
Illinois
$353K +$3.16K +84 +1%
LSAG
625
Lake Street Advisors Group
New Hampshire
$351K -$33.4K -888 -9%

EXC Hedge Fund Activity: Q3 2024 in Review

1,051 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2024, worth a combined $33.2B — up 16% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new EXC positions and 65 closed out — a net gain of 72 holders — while 407 added to existing stakes and 326 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $673M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $799M.

  • 1,051 institutional investors held Exelon (EXC) as of Q3 2024, up from 989 in Q2 2024.
  • Funds reported $33.2B of Exelon stock for Q3 2024, up 16% quarter-over-quarter.
  • 137 funds opened new Exelon positions in Q3 2024 and 65 closed out, a net change of +72 holders.
  • The largest Exelon buyer in Q3 2024 was T. Rowe Price Associates, an estimated $673M added.
  • The largest Exelon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2024.