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1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,0511,100 (+49)

0.39% less ownership

Funds ownership: 81.89%81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
701
Wealth Management Associates
New Jersey
$272K -$1.94K -50 -0.7%
SWM
702
SFG Wealth Management
Maryland
$269K +$277K +7,152 New
EIG
703
Ellenbecker Investment Group
Wisconsin
$269K
BTC
704
Bank & Trust Company
Illinois
$269K
BFG
705
Berger Financial Group
Minnesota
$268K +$277K +7,132 New
SWM
706
Segment Wealth Management
Texas
$268K +$20.6K +530 +8%
SCA
707
Snowden Capital Advisors
New York
$267K +$3.03K +78 +1%
CIA
708
ClearBridge Investments (Australia)
Australia
$267K -$31.7K -816 -10%
MW
709
Marcum Wealth
Ohio
$266K +$24.3K +627 +10%
CGL
710
Clarius Group LLC
Washington
$264K +$58.1K +1,498 +27%
IC
711
Iconiq Capital
California
$263K +$271K +6,979 New
IFG
712
Independent Financial Group
California
$262K -$16.5K -425 -6%
RCA
713
Resonant Capital Advisors
Wisconsin
$262K +$47.7K +1,229 +21%
GLA
714
Good Life Advisors
Pennsylvania
$261K -$15.8K -406 -6%
HIC
715
Hartline Investment Corp
Illinois
$259K -$5.43K -140 -2%
FIA
716
Foundations Investment Advisors
Arizona
$257K -$27.3K -703 -9%
VCA
717
Verdence Capital Advisors
Maryland
$256K -$56.3K -1,452 -18%
WIA
718
World Investment Advisors
California
$256K -$3.72K -96 -1%
FHC
719
First Heartland Consultants
Missouri
$256K -$4.96K -128 -2%
KIG
720
Kennedy Investment Group
New Jersey
$255K +$1.59K +41 +0.6%
MWM
721
Manske Wealth Management
Texas
$253K +$261K +6,726 New
TIA
722
Tiemann Investment Advisors
California
$253K
ASN
723
Advisory Services Network
Georgia
$253K -$9.62K -248 -4%
EP
724
Essential Planning
New Hampshire
$252K +$252K +6,500 New
OIA
725
OneDigital Investment Advisors
Kansas
$251K -$11.2K -289 -4%

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.