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Exelon
EXC

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: 4 → 9 (+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: 989 → 1,051 (+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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
2
BlackRock
BlackRock
New York
+$294M
3
Cohen & Steers
Cohen & Steers
New York
+$137M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$121M
5
JP Morgan Chase
JP Morgan Chase
New York
+$116M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$799M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$641M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$180M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
651
Vivaldi Capital Management
Illinois
$313K +$290K +7,720 New
ESB
652
Essex Savings Bank
Connecticut
$313K +$28.4K +755 +11%
GWA
653
GGM Wealth Advisors
Maryland
$311K – – –
RCM
654
RNC Capital Management
California
$310K – – –
AWA
655
Aaron Wealth Advisors
Illinois
$307K +$30.2K +802 +12%
FIA
656
Foundations Investment Advisors
Arizona
$305K +$9.59K +255 +4%
TCMP
657
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K -$199K -5,300 -41%
PA
658
Parallel Advisors
California
$305K +$42.2K +1,122 +18%
HCM
659
Hollencrest Capital Management
California
$304K – – –
KA
660
KLCM Advisors
Wisconsin
$302K – – –
ILI
661
Invesco LLC (Illinois)
Illinois
$301K – – –
IFG
662
Independent Financial Group
California
$299K +$4.14K +110 +2%
GLA
663
Good Life Advisors
Pennsylvania
$297K +$2.75K +73 +1%
WMA
664
Wealth Management Associates
New Jersey
$295K – – –
FFA
665
Farther Finance Advisors
California
$294K +$87.9K +2,339 +48%
CA
666
CGN Advisors
Kansas
$293K – – –
APP
667
Avantax Planning Partners
Iowa
$293K – – –
CA
668
Cullinan Associates
Kentucky
$292K – – –
EIG
669
Ellenbecker Investment Group
Wisconsin
$290K +$6.47K +172 +2%
BTC
670
Bank & Trust Company
Illinois
$290K +$4.51K +120 +2%
PSP
671
Principal Street Partners
Tennessee
$288K +$1.13K +30 +0.4%
SF
672
Summit Financial
New Jersey
$288K +$35K +930 +15%
CI Investments Inc
673
CI Investments Inc
Ontario, Canada
$285K -$120K -3,179 -31%
SCA
674
Snowden Capital Advisors
New York
$285K -$135K -3,587 -34%
HIC
675
Hartline Investment Corp
Illinois
$284K – – –
25 26
27
28 29

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.