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Exelon
EXC

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: 4 → 9 (+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: 989 → 1,051 (+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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
2
BlackRock
BlackRock
New York
+$294M
3
Cohen & Steers
Cohen & Steers
New York
+$137M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$121M
5
JP Morgan Chase
JP Morgan Chase
New York
+$116M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$799M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$641M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$180M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
701
Pallas Capital Advisors
Massachusetts
$253K +$233K +6,206 New
SAM
702
Smartleaf Asset Management
Massachusetts
$252K +$78K +2,074 +50%
Vontobel Holding
703
Vontobel Holding
Switzerland
$252K -$11.9K -316 -5%
CFM
704
Catalyst Funds Management
Australia
$251K +$233K +6,200 New
PFA
705
Plotkin Financial Advisors
Maryland
$251K – – –
Group One Trading
706
Group One Trading
Illinois
$251K +$233K +6,185 New
FMLI
707
Fukoku Mutual Life Insurance
Japan
$250K – – –
FCAS
708
First Command Advisory Services
Texas
$249K +$38 +1 +0%
EARNEST Partners
709
EARNEST Partners
Georgia
$248K +$230K +6,122 New
PVI
710
Pine Valley Investments
New Jersey
$248K -$2.78K -74 -1%
FAF
711
Fjarde Ap-fonden
Sweden
$246K +$228K +6,068 New
DWT
712
Dorsey & Whitney Trust
South Dakota
$245K -$14.5K -385 -6%
UH
713
Unigestion Holding
Switzerland
$245K -$146K -3,873 -39%
SP
714
Successful Portfolios
Florida
$244K -$4.63K -123 -2%
JWA
715
JFS Wealth Advisors
Pennsylvania
$243K +$5.19K +138 +2%
GEA
716
Glen Eagle Advisors
New Jersey
$243K +$489 +13 +0.2%
RWA
717
Redhawk Wealth Advisors
Minnesota
$243K -$5.04K -134 -2%
ASN
718
Advisory Services Network
Georgia
$241K – – –
SVWAG
719
Sound View Wealth Advisors Group
Georgia
$240K +$223K +5,924 New
DC
720
Davenport & Co
Virginia
$240K -$14.4K -384 -6%
DTL
721
Dynamic Technology Lab
Singapore
$240K -$2.97M -79,005 -93%
PWA
722
Phoenix Wealth Advisors
North Carolina
$239K -$4.29K -114 -2%
FB
723
Fulton Bank
Pennsylvania
$238K -$1.2K -32 -0.5%
BCA
724
Bay Colony Advisors
Massachusetts
$237K +$220K +5,843 New
EFSCE
725
Enterprise Financial Services Corp (EFSC)
Missouri
$236K -$639 -17 -0.3%
27 28
29
30 31

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.