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Exelon
EXC

Overview Fund Activity

1,040 hedge funds and large institutions have $32.7B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 323 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+59
Holders Change %
+6.01%
% of All Funds
15.04%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
136
Increased
403
Reduced
323
Closed
66
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$726M
2
BlackRock
BlackRock
New York
+$317M
3
Cohen & Steers
Cohen & Steers
New York
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$862M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$193M
4
Goldman Sachs
Goldman Sachs
New York
-$134M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
651
Parallel Advisors
California
$305K +$45.5K +1,122 +18%
HCM
652
Hollencrest Capital Management
California
$304K – – –
KA
653
KLCM Advisors
Wisconsin
$302K – – –
ILI
654
Invesco LLC (Illinois)
Illinois
$301K – – –
GLA
655
Good Life Advisors
Pennsylvania
$297K +$2.96K +73 +1%
WMA
656
Wealth Management Associates
New Jersey
$295K – – –
FFA
657
Farther Finance Advisors
California
$294K +$94.8K +2,339 +48%
CA
658
CGN Advisors
Kansas
$293K – – –
APP
659
Avantax Planning Partners
Iowa
$293K – – –
CA
660
Cullinan Associates
Kentucky
$292K – – –
EIG
661
Ellenbecker Investment Group
Wisconsin
$290K +$6.98K +172 +2%
BTC
662
Bank & Trust Company
Illinois
$290K +$4.87K +120 +2%
PSP
663
Principal Street Partners
Tennessee
$288K +$1.18K +30 +0.4%
SF
664
Summit Financial
New Jersey
$288K +$37.7K +930 +15%
CI Investments Inc
665
CI Investments Inc
Ontario, Canada
$285K -$129K -3,179 -31%
SCA
666
Snowden Capital Advisors
New York
$285K -$145K -3,587 -34%
HIC
667
Hartline Investment Corp
Illinois
$284K – – –
WTG
668
West Tower Group
Virginia
$284K +$284K +7,000 New
OIA
669
OneDigital Investment Advisors
Kansas
$282K +$25.9K +638 +10%
NB
670
Northwest Bancshares
Pennsylvania
$282K -$20.9K -516 -7%
CCWM
671
Cassaday & Co Wealth Management
Virginia
$282K +$5.15K +127 +2%
FHC
672
First Heartland Consultants
Missouri
$281K +$6.17K +152 +2%
LIM
673
Longfellow Investment Management
Massachusetts
$280K +$1.66K +41 +0.6%
WIA
674
World Investment Advisors
California
$279K -$8.6K -212 -3%
NG
675
Norden Group
Utah
$279K +$279K +6,869 New
25 26
27
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