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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 %
HI
651
Harbour Investments
Wisconsin
$254K +$301 +8 +0.1%
PVI
652
Pine Valley Investments
New Jersey
$253K -$31.5K -838 -11%
VF
653
Virtu Financial
New York
$252K +$252K +6,697 New
WMA
654
Wealth Management Associates
New Jersey
$252K -$10.4K -300 -4%
CIA
655
Capital Investment Advisors
Georgia
$249K +$249K +6,635 New
CT
656
Chicago Trust
Illinois
$248K +$248K +6,607 New
SC
657
Scotia Capital
Ontario, Canada
$248K -$64.9K -1,727 -21%
PA
658
Parallel Advisors
California
$247K +$64.8K +1,725 +36%
AWM
659
Accel Wealth Management
Iowa
$247K +$263 +7 +0.1%
CW
660
CreativeOne Wealth
Kansas
$247K +$247K +6,587 New
RAG
661
RIA Advisory Group
Iowa
$247K +$247K +6,572 New
SP
662
Successful Portfolios
Florida
$246K -$7.93K -211 -3%
AWM
663
Aviso Wealth Management
Washington
$244K +$244K +6,499 New
VFA
664
Valeo Financial Advisors
Indiana
$244K +$244K +6,453 New
BTWM
665
Baker Tilly Wealth Management
Wisconsin
$243K -$1.58K -42 -0.6%
GIA
666
Gladstone Institutional Advisory
Florida
$243K -$29.1K -774 -11%
BCV
667
Banque Cantonale Vaudoise
Switzerland
$243K -$2.68M -71,313 -92%
LFAS
668
Level Four Advisory Services
Texas
$243K – – –
AIM
669
Acropolis Investment Management
Missouri
$241K -$70.1K -1,866 -23%
OA
670
Oracle Alpha
Ontario, Canada
$240K +$240K +6,399 New
EP
671
Eudaimonia Partners
Tennessee
$240K – – –
FAIM
672
Financial Advocates Investment Management
Washington
$240K +$1.01K +27 +0.4%
STA
673
Summit Trail Advisors
New York
$239K +$239K +6,374 New
KC
674
Kepos Capital
New York
$239K -$7.07K -189 -3%
TBNY
675
Trustco Bank (New York)
New York
$239K -$13K -345 -5%
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