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989 hedge funds and large institutions have $28.7B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $128M | Put options by funds: $54.6M

7% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 334

0.69% more ownership

Funds ownership: 82.15%82.84% (+0.69%)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,007989 (-18)

7% less capital invested

Capital invested by funds: $30.8B → $28.7B (-$2.18B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
989
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
92
Increased
357
Reduced
334
Closed
93
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
626
Essex Financial Services
Connecticut
$279K +$23.2K +628 +9%
AOWM
627
Alpha Omega Wealth Management
Virginia
$273K
VC
628
Veery Capital
Delaware
$272K -$1.14K -31 -0.4%
VCG
629
Vantage Consulting Group
Virginia
$272K -$65.6K -1,778 -18%
CS
630
Capital Square
Tennessee
$272K +$277K +7,497 New
IA
631
Insight Advisors
Pennsylvania
$271K -$258 -7 -0.1%
PTP
632
Platform Technology Partners
New York
$269K +$287K +7,781 New
GWA
633
GGM Wealth Advisors
Maryland
$266K
SP
634
Symmetry Partners
Connecticut
$261K
HCM
635
Hollencrest Capital Management
California
$260K
SWM
636
Spire Wealth Management
Virginia
$259K +$5.06K +137 +2%
NB
637
Northwest Bancshares
Pennsylvania
$258K -$22.7K -615 -8%
KA
638
KLCM Advisors
Wisconsin
$258K +$7.38K +200 +3%
ILI
639
Invesco LLC (Illinois)
Illinois
$257K
GS
640
GTS Securities
New York
$255K +$272K +7,379 New
UF
641
Univest Financial
Pennsylvania
$254K
HI
642
Harbour Investments
Wisconsin
$253K +$20.5K +556 +8%
PSP
643
Principal Street Partners
Tennessee
$252K -$5.72K -155 -2%
FIA
644
Foundations Investment Advisors
Arizona
$252K +$269K +7,278 New
WMA
645
Wealth Management Associates
New Jersey
$252K
IFG
646
Independent Financial Group
California
$252K
GLA
647
Good Life Advisors
Pennsylvania
$251K +$5.68K +154 +2%
CA
648
CGN Advisors
Kansas
$250K
APP
649
Avantax Planning Partners
Iowa
$250K
CAM
650
Carret Asset Management
New York
$250K +$923 +25 +0.3%

EXC Hedge Fund Activity: Q2 2024 in Review

989 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2024, worth a combined $28.7B — down 7.1% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of EXC and 92 opened new positions — a net loss of 1 holder — while 334 trimmed existing stakes and 357 added.

The largest buyer was Vanguard Group, adding an estimated $581M. The largest seller was Wellington Management Group, cutting an estimated $393M.

  • 989 institutional investors held Exelon (EXC) as of Q2 2024, down from 1,007 in Q1 2024.
  • Funds reported $28.7B of Exelon stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 92 funds opened new Exelon positions in Q2 2024 and 93 closed out, a net change of -1 holder.
  • The largest Exelon buyer in Q2 2024 was Vanguard Group, an estimated $581M added.
  • The largest Exelon seller in Q2 2024 was Wellington Management Group, an estimated $393M sold.

Based on aggregated 13F filings for Q2 2024.