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Exelon
EXC

Overview Fund Activity

998 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 339 increasing their positions, 378 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
14.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
108
Increased
339
Reduced
378
Closed
105
Calls
$154M
Puts
$68.9M
Net Calls
+$85.3M
Net Calls Change
-$98.7M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$625M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$554M
3
Franklin Resources
Franklin Resources
California
+$358M
4
AIP
Atlas Infrastructure Partners
United Kingdom
+$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$134M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$622M
2
State Street
State Street
Massachusetts
-$165M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$148M
4
ZP
Zimmer Partners
New York
-$138M
5
Amundi
Amundi
France
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
626
Diversified
Delaware
$277K -$43.8K -1,167 -14%
SWM
627
Spire Wealth Management
Virginia
$276K -$71.8K -1,910 -21%
UF
628
Univest Financial
Pennsylvania
$276K -$1.13K -30 -0.4%
KIG
629
Kennedy Investment Group
New Jersey
$275K +$1.35K +36 +0.5%
KA
630
KLCM Advisors
Wisconsin
$272K -$9.39K -250 -3%
CA
631
CGN Advisors
Kansas
$271K +$271K +7,225 New
APP
632
Avantax Planning Partners
Iowa
$271K +$271K +7,223 New
CAM
633
Carret Asset Management
New York
$270K -$376 -10 -0.1%
CA
634
Cullinan Associates
Kentucky
$270K -$30.1K -800 -10%
FHC
635
First Heartland Consultants
Missouri
$269K +$3.04K +81 +1%
CT
636
Coastline Trust
Rhode Island
$269K -$2.56K -68 -0.9%
GLA
637
Good Life Advisors
Pennsylvania
$267K +$6.46K +172 +2%
WA
638
Waverly Advisors
Alabama
$267K +$267K +7,102 New
EIG
639
Ellenbecker Investment Group
Wisconsin
$265K -$9.06K -241 -3%
MW
640
Marcum Wealth
Ohio
$264K +$49.2K +1,309 +23%
FMTCOCP
641
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$263K -$8.56K -228 -3%
ASN
642
Advisory Services Network
Georgia
$263K +$113 +3 +0%
TIA
643
Tiemann Investment Advisors
California
$260K -$24.4K -650 -9%
VCA
644
Verdence Capital Advisors
Maryland
$259K -$17.2K -457 -6%
FFM
645
Forum Financial Management
Illinois
$258K -$12.1K -322 -4%
TLFA
646
True Link Financial Advisors
California
$256K +$256K +6,817 New
LIM
647
Longfellow Investment Management
Massachusetts
$256K +$256K +6,813 New
WCA
648
Westover Capital Advisors
Delaware
$256K -$85.2K -2,269 -25%
EFS
649
Essex Financial Services
Connecticut
$255K -$2.97K -79 -1%
TCWM
650
Total Clarity Wealth Management
Illinois
$254K -$3.98K -106 -2%
24 25
26
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