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1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,0511,100 (+49)

0.39% less ownership

Funds ownership: 81.89%81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
601
Trust Point Inc
Wisconsin
$387K +$1.55K +40 +0.4%
CAM
602
Costello Asset Management
Pennsylvania
$386K +$155 +4 +0%
CI
603
Cigna Investments
Connecticut
$386K
NSEDCP
604
NJ State Employees Deferred Compensation Plan
New Jersey
$384K
WA
605
WBH Advisory
Maryland
$383K +$59.9K +1,544 +18%
CS
606
Capital Square
Tennessee
$382K -$4.38K -113 -1%
IWC
607
Integrated Wealth Concepts
Massachusetts
$377K -$6.09K -157 -2%
GS
608
GTS Securities
New York
$377K +$41.7K +1,076 +12%
LSAG
609
Lake Street Advisors Group
New Hampshire
$376K +$51.6K +1,331 +15%
ETC
610
Exchange Traded Concepts
Oklahoma
$375K +$36.4K +938 +10%
WB
611
WesBanco Bank
West Virginia
$375K +$11.5K +296 +3%
CCA
612
Checchi Capital Advisers
California
$375K -$26.9K -693 -7%
ALAM
613
Asahi Life Asset Management
Japan
$374K +$386K +9,940 New
FCP
614
Fidelis Capital Partners
Florida
$373K +$147K +3,794 +70%
NIM
615
Nexus Investment Management
Ontario, Canada
$373K -$34.9K -900 -8%
AH
616
Addis & Hill
Pennsylvania
$372K
KA
617
KLCM Advisors
Wisconsin
$372K +$94K +2,423 +33%
WSFS
618
Wilmington Savings Fund Society
Delaware
$371K +$23.1K +596 +6%
SF
619
Synovus Financial
Georgia
$369K -$343K -8,839 -47%
JIC
620
Johnson Investment Counsel
Ohio
$369K +$23.4K +602 +7%
Bessemer Group
621
Bessemer Group
New Jersey
$368K +$8.53K +220 +2%
CAM
622
Carret Asset Management
New York
$368K +$28.1K +725 +8%
PFP
623
Paragon Financial Partners
California
$367K -$659 -17 -0.2%
GRP
624
Global Retirement Partners
California
$367K -$5.55K -143 -1%
CBTWT
625
Community Bank & Trust (Waco, Texas)
Texas
$367K -$5.55K -143 -1%

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.