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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 %
NW
676
NewEdge Wealth
Pennsylvania
$277K +$277K +6,841 New
CAM
677
Centre Asset Management
New York
$277K -$5.47K -135 -2%
RAG
678
RIA Advisory Group
Iowa
$276K +$276K +6,809 New
KIG
679
Kennedy Investment Group
New Jersey
$273K -$6.04K -149 -2%
TIA
680
Tiemann Investment Advisors
California
$273K -$8.11K -200 -3%
CFS
681
CRA Financial Services
New Jersey
$269K -$18.9K -465 -7%
FHB
682
First Hawaiian Bank
Hawaii
$268K +$268K +6,602 New
CW
683
CreativeOne Wealth
Kansas
$268K +$268K +6,598 New
SWM
684
Segment Wealth Management
Texas
$267K +$16.4K +404 +7%
TCWM
685
Total Clarity Wealth Management
Illinois
$262K -$7.26K -179 -3%
MW
686
Marcum Wealth
Ohio
$262K -$16.9K -416 -6%
Jones Financial Companies
687
Jones Financial Companies
Missouri
$260K +$112K +2,766 +75%
C
688
Covestor
United Kingdom
$259K +$228K +5,631 +746%
HI
689
Harbour Investments
Wisconsin
$258K -$38.6K -953 -13%
BC
690
Bridgefront Capital
Texas
$258K +$258K +6,353 New
LNB
691
Ledyard National Bank
$257K +$12.5K +308 +5%
ECU
692
Eisler Capital (UK)
United Kingdom
$253K +$253K +6,248 New
PCA
693
Pallas Capital Advisors
Massachusetts
$253K +$253K +6,206 New
SAM
694
Smartleaf Asset Management
Massachusetts
$252K +$83.8K +2,074 +50%
Vontobel Holding
695
Vontobel Holding
Switzerland
$252K -$12.8K -316 -5%
CFM
696
Catalyst Funds Management
Australia
$251K +$251K +6,200 New
PFA
697
Plotkin Financial Advisors
Maryland
$251K – – –
Group One Trading
698
Group One Trading
Illinois
$251K +$251K +6,185 New
FMLI
699
Fukoku Mutual Life Insurance
Japan
$250K – – –
FCAS
700
First Command Advisory Services
Texas
$249K +$41 +1 +0%
26 27
28
29 30