We are live on ! Find out more

989 hedge funds and large institutions have $28.7B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $128M | Put options by funds: $54.6M

7% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 334

0.69% more ownership

Funds ownership: 82.15%82.84% (+0.69%)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,007989 (-18)

7% less capital invested

Capital invested by funds: $30.8B → $28.7B (-$2.18B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
989
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
92
Increased
357
Reduced
334
Closed
93
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
676
Dorsey & Whitney Trust
South Dakota
$222K +$15.5K +421 +7%
PA
677
Parallel Advisors
California
$221K -$7.01K -190 -3%
FMTCOCP
678
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K -$24.6K -666 -10%
OIA
679
OneDigital Investment Advisors
Kansas
$219K +$233K +6,317 New
DC
680
Davenport & Co
Virginia
$218K +$664 +18 +0.3%
AWM
681
Accel Wealth Management
Iowa
$217K -$11.1K -300 -5%
PVI
682
Pine Valley Investments
New Jersey
$214K -$20.3K -549 -8%
PFA
683
Plotkin Financial Advisors
Maryland
$214K
SWM
684
Segment Wealth Management
Texas
$214K
SF
685
Summit Financial
New Jersey
$214K +$228K +6,176 New
FMLI
686
Fukoku Mutual Life Insurance
Japan
$213K
FCAS
687
First Command Advisory Services
Texas
$213K
SP
688
Successful Portfolios
Florida
$212K -$15.1K -409 -6%
RWA
689
Redhawk Wealth Advisors
Minnesota
$212K -$406 -11 -0.2%
SWM
690
SeaCrest Wealth Management
New York
$212K +$4.32K +117 +2%
KFI
691
Key Financial Inc
Pennsylvania
$210K
TCM
692
Telos Capital Management
California
$210K +$224K +6,066 New
LNB
693
Ledyard National Bank
$209K
CUAMC
694
China Universal Asset Management Company
China
$208K +$55.5K +1,505 +33%
PWA
695
Phoenix Wealth Advisors
North Carolina
$208K +$5.83K +158 +3%
MOS
696
MGO One Seven
Ohio
$207K -$5.76K -156 -3%
AC
697
Abbrea Capital
California
$207K
BFAG
698
Blackston Financial Advisory Group
Florida
$207K +$221K +5,976 New
GEA
699
Glen Eagle Advisors
New Jersey
$207K -$82.6K -2,239 -27%
FB
700
Fulton Bank
Pennsylvania
$204K +$217K +5,891 New

EXC Hedge Fund Activity: Q2 2024 in Review

989 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2024, worth a combined $28.7B — down 7.1% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of EXC and 92 opened new positions — a net loss of 1 holder — while 334 trimmed existing stakes and 357 added.

The largest buyer was Vanguard Group, adding an estimated $581M. The largest seller was Wellington Management Group, cutting an estimated $393M.

  • 989 institutional investors held Exelon (EXC) as of Q2 2024, down from 1,007 in Q1 2024.
  • Funds reported $28.7B of Exelon stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 92 funds opened new Exelon positions in Q2 2024 and 93 closed out, a net change of -1 holder.
  • The largest Exelon buyer in Q2 2024 was Vanguard Group, an estimated $581M added.
  • The largest Exelon seller in Q2 2024 was Wellington Management Group, an estimated $393M sold.

Based on aggregated 13F filings for Q2 2024.