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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 %
BTI
676
Blue Trust Inc
Georgia
$236K +$82.5K +2,196 +54%
DC
677
Davenport & Co
Virginia
$236K +$6.01K +160 +3%
LOAMS
678
Lombard Odier Asset Management (Switzerland)
Switzerland
$235K +$235K +6,263 New
Fiera Capital (Canada)
679
Fiera Capital (Canada)
Quebec, Canada
$233K +$22.5K +600 +11%
SWM
680
Segment Wealth Management
Texas
$233K – – –
PFA
681
Plotkin Financial Advisors
Maryland
$233K +$233K +6,191 New
FMLI
682
Fukoku Mutual Life Insurance
Japan
$232K – – –
GCP
683
GSA Capital Partners
United Kingdom
$231K +$231K +6,155 New
MOS
684
MGO One Seven
Ohio
$231K +$5.79K +154 +3%
FCAS
685
First Command Advisory Services
Texas
$231K – – –
RWA
686
Redhawk Wealth Advisors
Minnesota
$230K +$8.19K +218 +4%
CCMG
687
Clark Capital Management Group
Pennsylvania
$230K +$230K +6,120 New
Vontobel Holding
688
Vontobel Holding
Switzerland
$230K +$230K +6,114 New
KFI
689
Key Financial Inc
Pennsylvania
$228K – – –
LNB
690
Ledyard National Bank
$227K – – –
CPA
691
Court Place Advisors
Maryland
$226K -$3.12K -83 -1%
DWT
692
Dorsey & Whitney Trust
South Dakota
$225K +$15.8K +420 +8%
SWM
693
SeaCrest Wealth Management
New York
$225K -$170K -4,532 -43%
FAF
694
Fjarde Ap-fonden
Sweden
$224K -$3.7M -98,600 -94%
AC
695
Abbrea Capital
California
$224K – – –
QC
696
Quent Capital
New York
$223K +$5.34K +142 +2%
ESB
697
Essex Savings Bank
Connecticut
$222K – – –
ATC
698
Argent Trust Co
Tennessee
$221K +$221K +5,882 New
RCA
699
Resonant Capital Advisors
Wisconsin
$220K +$220K +5,869 New
PWA
700
Phoenix Wealth Advisors
North Carolina
$220K -$6.31K -168 -3%
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