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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
CMBA
726
C.M. Bidwell & Associates
Hawaii
$235K +$218K +5,805 New
GSB
727
Greenfield Savings Bank
Massachusetts
$235K -$38 -1 -0%
MOS
728
MGO One Seven
Ohio
$234K -$8.61K -229 -4%
CC
729
Callan Capital
California
$233K +$216K +5,750 New
KFI
730
Key Financial Inc
Pennsylvania
$233K -$12.4K -329 -5%
CB
731
Cadence Bank
Mississippi
$232K +$215K +5,731 New
MC
732
Moors & Cabot
Massachusetts
$232K -$28.8K -766 -12%
SWM
733
SeaCrest Wealth Management
New York
$232K -$14.6K -387 -6%
RCA
734
Resonant Capital Advisors
Wisconsin
$232K +$215K +5,724 New
CSIC
735
Clifford Swan Investment Counsel
California
$232K +$215K +5,723 New
WCA
736
Westover Capital Advisors
Delaware
$231K +$215K +5,708 New
VFA
737
Valeo Financial Advisors
Indiana
$230K +$213K +5,669 New
CFG
738
Compton Financial Group
Maryland
$230K +$213K +5,660 New
P
739
Pitcairn
Pennsylvania
$229K +$212K +5,646 New
SWA
740
Stratos Wealth Advisors
Ohio
$227K +$210K +5,592 New
MWM
741
Marion Wealth Management
Pennsylvania
$226K +$210K +5,581 New
QCG
742
Quadrant Capital Group
Ohio
$226K -$4.85K -129 -2%
AIM
743
Acropolis Investment Management
Missouri
$225K -$10.2K -270 -5%
FC
744
Financial Council
Maryland
$225K +$209K +5,549 New
BWFA
745
Baltimore-Washington Financial Advisors
Maryland
$225K +$208K +5,537 New
GT
746
Glenview Trust
Kentucky
$224K +$208K +5,531 New
SC
747
Scotia Capital
Ontario, Canada
$224K -$10.8K -287 -5%
PP
748
Patten & Patten
Tennessee
$224K +$208K +5,524 New
MIM
749
MTM Investment Management
South Carolina
$224K +$209K +5,568 New
ATC
750
Argent Trust Co
Tennessee
$224K -$13.6K -362 -6%
28 29
30
31 32

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.