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989 hedge funds and large institutions have $28.7B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $128M | Put options by funds: $54.6M

7% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 334

0.69% more ownership

Funds ownership: 82.15%82.84% (+0.69%)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,007989 (-18)

7% less capital invested

Capital invested by funds: $30.8B → $28.7B (-$2.18B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
989
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
92
Increased
357
Reduced
334
Closed
93
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
751
MFA Wealth Advisors
Pennsylvania
$101K +$108K +2,917 New
OP
752
ORG Partners
Indiana
$98.8K +$105K +2,858 New
AA
753
Alta Advisers
United Kingdom
$96.9K
FMII
754
Farmers & Merchants Investments Inc
Nebraska
$96.4K
OSNBOA
755
Old Second National Bank of Aurora
Illinois
$95.8K
IFAM
756
Institutional & Family Asset Management
Colorado
$94.2K +$3.4K +92 +3%
ITIM
757
Indiana Trust & Investment Management
Indiana
$93.9K
YDMI
758
Y.D. More Investments
Israel
$93K +$99.1K +2,686 New
IA
759
IFP Advisors
Florida
$90.2K -$29.7K -806 -24%
LC
760
Lindbrook Capital
California
$87.3K -$9.38K -254 -9%
FUBT
761
First United Bank & Trust
Maryland
$84.9K
LS
762
Livforsakringsbolaget Skandia
Sweden
$84.3K -$22.1K -600 -20%
S
763
Sachetta
Massachusetts
$80.8K -$5.13K -139 -6%
CH
764
Cromwell Holdings
Wyoming
$79.6K +$84.9K +2,299 New
T
765
TOBAM
France
$79K -$6.72K -182 -7%
WTC
766
WhitTier Trust Company
Nevada
$77.8K
MHR
767
Matthew Hamilton Rosenberg
$75.4K
DAM
768
Delta Asset Management
Tennessee
$75.1K -$886 -24 -1%
HPC
769
HM Payson & Co
Maine
$73K
BFEC
770
Benjamin F. Edwards & Company
Missouri
$72K -$2.4K -65 -3%
EC
771
EntryPoint Capital
New York
$71.6K -$53.4K -1,447 -41%
RWMG
772
Redwood Wealth Management Group
New Jersey
$70.8K +$75.5K +2,046 New
JFA
773
JNBA Financial Advisors
Minnesota
$70.8K -$14.8K -400 -16%
CIA
774
Cape Investment Advisory
Georgia
$69.2K
DMBA
775
Deseret Mutual Benefit Administrators
Utah
$68.8K

EXC Hedge Fund Activity: Q2 2024 in Review

989 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2024, worth a combined $28.7B — down 7.1% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of EXC and 92 opened new positions — a net loss of 1 holder — while 334 trimmed existing stakes and 357 added.

The largest buyer was Vanguard Group, adding an estimated $581M. The largest seller was Wellington Management Group, cutting an estimated $393M.

  • 989 institutional investors held Exelon (EXC) as of Q2 2024, down from 1,007 in Q1 2024.
  • Funds reported $28.7B of Exelon stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 92 funds opened new Exelon positions in Q2 2024 and 93 closed out, a net change of -1 holder.
  • The largest Exelon buyer in Q2 2024 was Vanguard Group, an estimated $581M added.
  • The largest Exelon seller in Q2 2024 was Wellington Management Group, an estimated $393M sold.

Based on aggregated 13F filings for Q2 2024.