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Exelon
EXC

Overview Fund Activity

1,040 hedge funds and large institutions have $32.7B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 323 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+59
Holders Change %
+6.01%
% of All Funds
15.04%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
136
Increased
403
Reduced
323
Closed
66
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$726M
2
BlackRock
BlackRock
New York
+$317M
3
Cohen & Steers
Cohen & Steers
New York
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$862M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$193M
4
Goldman Sachs
Goldman Sachs
New York
-$134M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
601
BOK Financial
Oklahoma
$370K +$163 +4 +0%
OPS
602
Orion Portfolio Solutions
Nebraska
$370K +$42.6K +1,051 +13%
BCI
603
Brinker Capital Investments
Pennsylvania
$370K +$42.6K +1,051 +13%
SGI
604
Summit Global Investments
Utah
$367K +$367K +9,041 New
CAM
605
Carret Asset Management
New York
$367K +$74K +1,825 +25%
ETC
606
Exchange Traded Concepts
Oklahoma
$366K +$366K +9,035 New
GS
607
GTS Securities
New York
$362K +$63.1K +1,557 +21%
CWS
608
Confluence Wealth Services
Pennsylvania
$362K -$53.6K -1,321 -13%
PCIA
609
Prime Capital Investment Advisors
Kansas
$362K -$75.2K -1,855 -17%
AAS
610
Ameritas Advisory Services
Nebraska
$362K -$335K -8,251 -48%
HIA
611
Harbor Investment Advisory
Maryland
$361K -$20.8K -512 -5%
V
612
VeraBank
Texas
$361K -$16.4K -405 -4%
BFAG
613
Blackston Financial Advisory Group
Florida
$358K +$116K +2,863 +48%
SG
614
Sienna Gestion
France
$355K – – –
MIS
615
Morningstar Investment Services
Illinois
$354K +$354K +8,755 New
FNBTCON
616
First National Bank & Trust Co of Newtown
Pennsylvania
$354K – – –
LF
617
Lantz Financial
Illinois
$353K +$3.41K +84 +1%
LSAG
618
Lake Street Advisors Group
New Hampshire
$351K -$36K -888 -9%
WA
619
WBH Advisory
Maryland
$350K +$6.25K +154 +2%
PTC
620
Private Trust Company
Ohio
$348K +$15.8K +390 +5%
HW
621
Hancock Whitney
Mississippi
$347K -$2.8K -69 -0.8%
AG
622
AIA Group
Hong Kong
$345K – – –
MIP
623
Marietta Investment Partners
Wisconsin
$345K – – –
ONB
624
Old National Bancorp
Indiana
$342K -$183K -4,524 -35%
SA
625
Strategic Advisors
New York
$341K +$162 +4 +0%
23 24
25
26 27