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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 %
PCM
751
Pennsylvania Capital Management
Pennsylvania
$217K +$217K +5,355 New
CT
752
Chicago Trust
Illinois
$216K +$216K +5,339 New
AWA
753
Arkadios Wealth Advisors
Georgia
$216K +$216K +5,334 New
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K -$42.4K -1,045 -16%
KIM
755
Kestra Investment Management
Texas
$215K +$215K +5,299 New
TCM
756
Telos Capital Management
California
$215K -$31.1K -768 -13%
SFS
757
Stiles Financial Services
Minnesota
$213K +$213K +5,252 New
CCA
758
Clearwater Capital Advisors
Illinois
$210K +$210K +5,180 New
EP
759
Edgestream Partners
New Jersey
$209K -$165K -4,067 -44%
WPC
760
Wedmont Private Capital
Pennsylvania
$208K +$208K +5,259 New
EWS
761
Eagle Wealth Strategies
New Jersey
$207K +$207K +5,106 New
PR
762
Payden & Rygel
California
$207K – – –
DSC
763
Duncker Streett & Co
Missouri
$206K – – –
BFA
764
Bill Few Associates
Pennsylvania
$206K +$206K +5,085 New
TLFA
765
True Link Financial Advisors
California
$206K -$30.4K -750 -13%
AC
766
Avestar Capital
New York
$205K +$205K +5,067 New
CPA
767
Court Place Advisors
Maryland
$205K +$205K +5,057 New
MG
768
Mather Group
Illinois
$204K -$452K -11,144 -69%
XT
769
XTX Topco
Cayman Islands
$204K +$204K +5,023 New
MWM
770
Marietta Wealth Management
Georgia
$203K +$203K +5,000 New
APW
771
Aurora Private Wealth
New Jersey
$202K +$202K +4,979 New
GIA
772
Gateway Investment Advisers
Ohio
$202K +$202K +4,978 New
BIM
773
Baldwin Investment Management
Pennsylvania
$201K +$201K +4,950 New
RPCONE
774
Retirement Planning Company of New England
Rhode Island
$201K +$201K +4,949 New
RP
775
Rice Partnership
Hawaii
$200K +$200K +4,933 New
29 30
31
32 33