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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 %
CW
726
CIC Wealth
Maryland
$203K -$24.1K -642 -11%
QCIG
727
Quad-Cities Investment Group
Iowa
$202K +$202K +5,367 New
BFA
728
Bill Few Associates
Pennsylvania
$202K +$202K +5,366 New
AFG
729
ABLE Financial Group
Arizona
$200K +$200K +5,327 New
PR
730
Payden & Rygel
California
$192K -$9.47M -252,100 -98%
PRIG
731
Payden & Rygel Investment Group
California
$192K +$192K +5,110 New
DSC
732
Duncker Streett & Co
Missouri
$191K -$11.3K -300 -6%
NRG
733
Nemes Rush Group
Michigan
$188K – – –
TSWM
734
Tyler-Stone Wealth Management
Ohio
$184K – – –
BWAM
735
Boyd Watterson Asset Management
Ohio
$184K +$75 +2 +0%
VWWMG
736
Vermillion & White Wealth Management Group
Pennsylvania
$182K – – –
GM
737
GeoWealth Management
Illinois
$181K +$74.2K +1,976 +70%
FFA
738
Farther Finance Advisors
California
$175K +$10.8K +291 +7%
QCG
739
Quadrant Capital Group
Ohio
$175K -$10.4K -277 -6%
NOI
740
Newton One Investments
Delaware
$172K – – –
GWP
741
Gen-Wealth Partners
Michigan
$172K +$172K +4,569 New
GBT
742
Grove Bank & Trust
Florida
$171K -$13.1K -348 -7%
ACA
743
Atlas Capital Advisors
Wyoming
$170K -$12.9K -343 -7%
PFBT
744
Parkside Financial Bank & Trust
Missouri
$170K -$6.91K -184 -4%
CUAMC
745
China Universal Asset Management Company
China
$169K +$94.1K +2,505 +125%
CFB
746
Cullen/Frost Bankers
Texas
$158K +$10K +267 +7%
GWM
747
Geneos Wealth Management
Colorado
$158K -$7.74K -206 -5%
WT
748
Whittier Trust
California
$157K +$39.8K +1,060 +34%
PFSC
749
Peoples Financial Services Corp
Pennsylvania
$157K -$7.51K -200 -5%
BBHC
750
Brown Brothers Harriman & Co
New York
$152K -$6.76K -180 -4%
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