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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 %
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$1.65K -44 -0.7%
FHB
702
First Hawaiian Bank
Hawaii
$219K +$6.09K +162 +3%
GSB
703
Greenfield Savings Bank
Massachusetts
$218K -$1.88K -50 -0.9%
CSIC
704
Clifford Swan Investment Counsel
California
$217K -$8.75K -233 -4%
Federated Hermes
705
Federated Hermes
Pennsylvania
$216K -$16.6M -441,656 -99%
JWA
706
JFS Wealth Advisors
Pennsylvania
$216K -$2.07K -55 -0.9%
BJL
707
Brighton Jones LLC
Washington
$216K +$216K +5,740 New
CB
708
Cadence Bank
Mississippi
$215K -$18.8K -500 -8%
CL
709
Choreo LLC
Illinois
$215K +$4.17K +111 +2%
NB
710
NBT Bank
New York
$213K -$2.44K -65 -1%
CFG
711
Compton Financial Group
Maryland
$212K +$212K +5,656 New
SIM
712
Sentry Investment Management
Wisconsin
$212K +$212K +5,641 New
SMC
713
Smith, Moore & Co
Missouri
$212K +$212K +5,637 New
PCA
714
Pallas Capital Advisors
Massachusetts
$211K +$211K +5,608 New
RA
715
RFG Advisory
Alabama
$209K +$209K +5,570 New
MIM
716
MTM Investment Management
South Carolina
$209K +$209K +5,568 New
GT
717
Glenview Trust
Kentucky
$209K +$209K +5,562 New
BWFA
718
Baltimore-Washington Financial Advisors
Maryland
$209K +$209K +5,557 New
FC
719
Financial Council
Maryland
$208K -$6.58K -175 -3%
PP
720
Patten & Patten
Tennessee
$208K +$208K +5,544 New
WF
721
Welch & Forbes
Massachusetts
$207K +$207K +5,516 New
HIC
722
Hartline Investment Corp
Illinois
$207K -$56.5K -1,503 -21%
BCA
723
Bay Colony Advisors
Massachusetts
$207K +$207K +5,510 New
CGL
724
Clarius Group LLC
Washington
$207K -$3.57K -95 -2%
SWA
725
Stratos Wealth Advisors
Ohio
$205K -$42.2K -1,124 -17%
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