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Exelon
EXC

Overview Fund Activity

1,040 hedge funds and large institutions have $32.7B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 323 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+59
Holders Change %
+6.01%
% of All Funds
15.04%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
136
Increased
403
Reduced
323
Closed
66
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$726M
2
BlackRock
BlackRock
New York
+$317M
3
Cohen & Steers
Cohen & Steers
New York
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$862M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$193M
4
Goldman Sachs
Goldman Sachs
New York
-$134M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
726
Resonant Capital Advisors
Wisconsin
$232K +$232K +5,724 New
CSIC
727
Clifford Swan Investment Counsel
California
$232K +$232K +5,723 New
WCA
728
Westover Capital Advisors
Delaware
$231K +$231K +5,708 New
VFA
729
Valeo Financial Advisors
Indiana
$230K +$230K +5,669 New
CFG
730
Compton Financial Group
Maryland
$230K +$230K +5,660 New
P
731
Pitcairn
Pennsylvania
$229K +$229K +5,646 New
SWA
732
Stratos Wealth Advisors
Ohio
$227K +$227K +5,592 New
MWM
733
Marion Wealth Management
Pennsylvania
$226K +$226K +5,581 New
QCG
734
Quadrant Capital Group
Ohio
$226K -$5.23K -129 -2%
AIM
735
Acropolis Investment Management
Missouri
$225K -$10.9K -270 -5%
FC
736
Financial Council
Maryland
$225K +$225K +5,549 New
BWFA
737
Baltimore-Washington Financial Advisors
Maryland
$225K +$225K +5,537 New
GT
738
Glenview Trust
Kentucky
$224K +$224K +5,531 New
SC
739
Scotia Capital
Ontario, Canada
$224K -$11.6K -287 -5%
PP
740
Patten & Patten
Tennessee
$224K +$224K +5,524 New
MIM
741
MTM Investment Management
South Carolina
$224K +$224K +5,568 New
ATC
742
Argent Trust Co
Tennessee
$224K -$14.7K -362 -6%
CGL
743
Clarius Group LLC
Washington
$223K -$14.9K -368 -6%
NB
744
NBT Bank
New York
$223K +$223K +5,488 New
SMC
745
Smith, Moore & Co
Missouri
$222K +$222K +5,477 New
CA
746
Calton & Associates
Florida
$222K +$222K +5,466 New
RA
747
RFG Advisory
Alabama
$221K +$221K +5,459 New
FCP
748
Fidelis Capital Partners
Florida
$220K +$220K +5,401 New
CW
749
CIC Wealth
Maryland
$220K +$220K +5,420 New
WA
750
Waverly Advisors
Alabama
$219K +$219K +5,397 New
28 29
30
31 32