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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 %
CS
601
Capital Square
Tennessee
$382K -$4.45K -113 -1%
IWC
602
Integrated Wealth Concepts
Massachusetts
$377K -$5.91K -157 -2%
GS
603
GTS Securities
New York
$377K +$40.5K +1,076 +12%
LSAG
604
Lake Street Advisors Group
New Hampshire
$376K +$50.1K +1,331 +15%
ETC
605
Exchange Traded Concepts
Oklahoma
$375K +$35.3K +938 +10%
WB
606
WesBanco Bank
West Virginia
$375K +$11.1K +296 +3%
CCA
607
Checchi Capital Advisers
California
$375K -$26.1K -693 -7%
ALAM
608
Asahi Life Asset Management
Japan
$374K +$374K +9,940 New
FCP
609
Fidelis Capital Partners
Florida
$373K +$154K +3,794 +70%
NIM
610
Nexus Investment Management
Ontario, Canada
$373K -$33.9K -900 -8%
AH
611
Addis & Hill
Pennsylvania
$372K – – –
KA
612
KLCM Advisors
Wisconsin
$372K +$91.2K +2,423 +33%
WSFS
613
Wilmington Savings Fund Society
Delaware
$371K +$22.4K +596 +6%
SF
614
Synovus Financial
Georgia
$369K -$333K -8,839 -47%
JIC
615
Johnson Investment Counsel
Ohio
$369K +$22.7K +602 +7%
Bessemer Group
616
Bessemer Group
New Jersey
$368K +$8.27K +220 +2%
CAM
617
Carret Asset Management
New York
$368K +$27.3K +725 +8%
PFP
618
Paragon Financial Partners
California
$367K -$640 -17 -0.2%
GRP
619
Global Retirement Partners
California
$367K -$5.38K -143 -1%
CBTWT
620
Community Bank & Trust (Waco, Texas)
Texas
$367K -$5.39K -143 -1%
ET
621
Entropy Technologies
New York
$366K +$366K +9,725 New
SAM
622
Smartleaf Asset Management
Massachusetts
$364K +$128K +3,409 +55%
TSWM
623
Tyler-Stone Wealth Management
Ohio
$363K – – –
FB
624
Finward Bancorp
Indiana
$363K +$363K +9,651 New
EWA
625
EP Wealth Advisors
California
$362K -$2.52K -67 -0.7%
23 24
25
26 27