EXC icon

Exelon
EXC

Overview Fund Activity

1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$282M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Millennium Management
Millennium Management
New York
+$156M
4
UBS AM
UBS AM
Illinois
+$146M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$237M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$192M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$187M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
676
Veery Capital
Delaware
$296K – – –
CAM
677
Cresset Asset Management
Illinois
$296K -$2.73M -72,439 -90%
PSP
678
Principal Street Partners
Tennessee
$295K +$19.4K +516 +7%
IA
679
Insight Advisors
Pennsylvania
$295K – – –
AI
680
Atom Investors
Texas
$293K -$67.3K -1,787 -19%
S
681
SharpePoint
Arizona
$293K +$293K +7,782 New
PTC
682
Petrus Trust Company
Texas
$293K – – –
ESB
683
Essex Savings Bank
Connecticut
$292K +$1.69K +45 +0.6%
RP
684
Riverwater Partners
Wisconsin
$291K -$9.67K -257 -3%
KI
685
Kapitalo Investimentos
Brazil
$290K +$290K +7,709 New
GWA
686
GGM Wealth Advisors
Maryland
$289K – – –
AWA
687
Arkadios Wealth Advisors
Georgia
$288K +$87K +2,311 +43%
HCM
688
Hollencrest Capital Management
California
$282K – – –
KWA
689
Kingswood Wealth Advisors
California
$280K -$472K -12,529 -63%
APP
690
Avantax Planning Partners
Iowa
$280K +$7.83K +208 +3%
CAM
691
Centre Asset Management
New York
$277K +$19.2K +510 +7%
VWA
692
VSM Wealth Advisory
Maryland
$277K +$277K +7,355 New
ILI
693
Invesco LLC (Illinois)
Illinois
$275K -$4.25K -113 -2%
NG
694
Norden Group
Utah
$272K +$13.5K +358 +5%
CA
695
CGN Advisors
Kansas
$272K – – –
WMA
696
Wealth Management Associates
New Jersey
$272K -$1.88K -50 -0.7%
SWM
697
SFG Wealth Management
Maryland
$269K +$269K +7,152 New
EIG
698
Ellenbecker Investment Group
Wisconsin
$269K – – –
BTC
699
Bank & Trust Company
Illinois
$269K – – –
BFG
700
Berger Financial Group
Minnesota
$268K +$268K +7,132 New
26 27
28
29 30