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1,051 hedge funds and large institutions have $33.2B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 407 increasing their positions, 326 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

111% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 65

81% more call options, than puts

Call options by funds: $166M | Put options by funds: $92M

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 326

16% more capital invested

Capital invested by funds: $28.7B → $33.2B (+$4.5B)

6% more funds holding

Funds holding: 9891,051 (+62)

0.95% less ownership

Funds ownership: 82.84%81.89% (-0.95%)

Holders
1,051
Holders Change
+62
Holders Change %
+6.27%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
137
Increased
407
Reduced
326
Closed
65
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
WBH Advisory
Maryland
$350K +$5.79K +154 +2%
PTC
627
Private Trust Company
Ohio
$348K +$14.7K +390 +5%
HW
628
Hancock Whitney
Mississippi
$347K -$2.59K -69 -0.8%
AG
629
AIA Group
Hong Kong
$345K
MIP
630
Marietta Investment Partners
Wisconsin
$345K
ONB
631
Old National Bancorp
Indiana
$342K -$170K -4,524 -35%
SA
632
Strategic Advisors
New York
$341K +$150 +4 +0%
First Manhattan
633
First Manhattan
New York
$341K +$8.42K +224 +3%
MPM
634
MBB Public Markets
Illinois
$336K -$2.39M -63,630 -88%
HI
635
Hendershot Investments
Virginia
$335K -$3.91K -104 -1%
VCA
636
Verdence Capital Advisors
Maryland
$334K +$53.6K +1,426 +21%
CK
637
Cohen Klingenstein
New York
$333K
FFM
638
Forum Financial Management
Illinois
$332K +$43.4K +1,154 +16%
RBC
639
Romano Brothers & Co
Illinois
$330K -$28.8K -765 -9%
MFGM
640
Marshall Financial Group (Maryland)
Maryland
$328K -$237K -6,305 -44%
RP
641
Riverwater Partners
Wisconsin
$327K -$5.23K -139 -2%
CLOS
642
Compagnie Lombard Odier SCmA
Switzerland
$325K -$28.4K -756 -9%
YWM
643
Yardley Wealth Management
Pennsylvania
$324K +$301K +8,000 New
CA
644
Cornerstone Advisory
Maryland
$323K -$20.2K -537 -6%
PTP
645
Platform Technology Partners
New York
$322K +$5.98K +159 +2%
CIA
646
ClearBridge Investments (Australia)
Australia
$321K -$50.3K -1,337 -14%
AOWM
647
Alpha Omega Wealth Management
Virginia
$319K
VC
648
Veery Capital
Delaware
$319K
IA
649
Insight Advisors
Pennsylvania
$318K
PTC
650
Petrus Trust Company
Texas
$315K +$292K +7,774 New

EXC Hedge Fund Activity: Q3 2024 in Review

1,051 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2024, worth a combined $33.2B — up 16% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new EXC positions and 65 closed out — a net gain of 72 holders — while 407 added to existing stakes and 326 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $673M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $799M.

  • 1,051 institutional investors held Exelon (EXC) as of Q3 2024, up from 989 in Q2 2024.
  • Funds reported $33.2B of Exelon stock for Q3 2024, up 16% quarter-over-quarter.
  • 137 funds opened new Exelon positions in Q3 2024 and 65 closed out, a net change of +72 holders.
  • The largest Exelon buyer in Q3 2024 was T. Rowe Price Associates, an estimated $673M added.
  • The largest Exelon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2024.