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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: 49 (+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: 9891,051 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WTG
676
West Tower Group
Virginia
$284K +$263K +7,000 New
OIA
677
OneDigital Investment Advisors
Kansas
$282K +$24K +638 +10%
NB
678
Northwest Bancshares
Pennsylvania
$282K -$19.4K -516 -7%
CCWM
679
Cassaday & Co Wealth Management
Virginia
$282K +$4.78K +127 +2%
FHC
680
First Heartland Consultants
Missouri
$281K +$5.71K +152 +2%
LIM
681
Longfellow Investment Management
Massachusetts
$280K +$1.54K +41 +0.6%
WIA
682
World Investment Advisors
California
$279K -$7.97K -212 -3%
NG
683
Norden Group
Utah
$279K +$258K +6,869 New
NW
684
NewEdge Wealth
Pennsylvania
$277K +$257K +6,841 New
CAM
685
Centre Asset Management
New York
$277K -$5.08K -135 -2%
RAG
686
RIA Advisory Group
Iowa
$276K +$256K +6,809 New
KIG
687
Kennedy Investment Group
New Jersey
$273K -$5.6K -149 -2%
TIA
688
Tiemann Investment Advisors
California
$273K -$7.52K -200 -3%
CFS
689
CRA Financial Services
New Jersey
$269K -$17.5K -465 -7%
FHB
690
First Hawaiian Bank
Hawaii
$268K +$248K +6,602 New
CW
691
CreativeOne Wealth
Kansas
$268K +$248K +6,598 New
SWM
692
Segment Wealth Management
Texas
$267K +$15.2K +404 +7%
TCWM
693
Total Clarity Wealth Management
Illinois
$262K -$6.73K -179 -3%
MW
694
Marcum Wealth
Ohio
$262K -$15.6K -416 -6%
Jones Financial Companies
695
Jones Financial Companies
Missouri
$260K +$104K +2,766 +75%
C
696
Covestor
United Kingdom
$259K +$212K +5,631 +746%
HI
697
Harbour Investments
Wisconsin
$258K -$35.8K -953 -13%
BC
698
Bridgefront Capital
Texas
$258K +$239K +6,353 New
LNB
699
Ledyard National Bank
$257K +$11.6K +308 +5%
ECU
700
Eisler Capital (UK)
United Kingdom
$253K +$235K +6,248 New

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.