EXC icon

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 %
FHA
751
First Horizon Advisors
Tennessee
$141K -$21.5K -572 -13%
SAM
752
Smartleaf Asset Management
Massachusetts
$139K +$89.6K +2,402 +183%
TF
753
Tompkins Financial
New York
$136K – – –
HCP
754
Hexagon Capital Partners
Arkansas
$133K -$2.22K -59 -2%
EC
755
EntryPoint Capital
New York
$132K +$32.3K +861 +32%
CHA
756
Carmichael Hill & Associates
Maryland
$132K -$3.57K -95 -3%
IA
757
IFP Advisors
Florida
$128K -$92.9K -2,473 -42%
HNB
758
Hilltop National Bank
Wyoming
$119K +$119K +3,172 New
TCOV
759
Trust Company of Vermont
Vermont
$118K +$33.5K +891 +40%
GJIA
760
Glass Jacobson Investment Advisors
Maryland
$118K – – –
ATC
761
Adirondack Trust Company
New York
$115K – – –
LS
762
Livforsakringsbolaget Skandia
Sweden
$114K – – –
MA
763
MCF Advisors
Kentucky
$113K +$3.12K +83 +3%
PCMC
764
Planning Capital Management Corporation
Pennsylvania
$112K -$9.96K -265 -8%
MPWT
765
MassMutual Private Wealth & Trust
Connecticut
$108K +$22.7K +603 +27%
CA
766
CoreCap Advisors
Michigan
$106K +$106K +2,816 New
AA
767
Alta Advisers
United Kingdom
$105K – – –
FMII
768
Farmers & Merchants Investments Inc
Nebraska
$105K – – –
LC
769
Lindbrook Capital
California
$104K +$30.8K +820 +42%
OSNBOA
770
Old Second National Bank of Aurora
Illinois
$104K – – –
BL
771
BFSG LLC
California
$102K +$85K +2,263 +494%
ITIM
772
Indiana Trust & Investment Management
Indiana
$102K – – –
IFAM
773
Institutional & Family Asset Management
Colorado
$98.8K -$6.12K -163 -6%
T
774
TOBAM
France
$93K +$38.9K +1,032 +72%
FUBT
775
First United Bank & Trust
Maryland
$92.1K -$1.88K -50 -2%
29 30
31
32 33