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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
CGL
751
Clarius Group LLC
Washington
$223K -$13.8K -368 -6%
NB
752
NBT Bank
New York
$223K +$206K +5,488 New
SMC
753
Smith, Moore & Co
Missouri
$222K +$206K +5,477 New
CA
754
Calton & Associates
Florida
$222K +$206K +5,466 New
RA
755
RFG Advisory
Alabama
$221K +$205K +5,459 New
FCP
756
Fidelis Capital Partners
Florida
$220K +$203K +5,401 New
CW
757
CIC Wealth
Maryland
$220K +$204K +5,420 New
WA
758
Waverly Advisors
Alabama
$219K +$203K +5,397 New
PCM
759
Pennsylvania Capital Management
Pennsylvania
$217K +$201K +5,355 New
CT
760
Chicago Trust
Illinois
$216K +$201K +5,339 New
AWA
761
Arkadios Wealth Advisors
Georgia
$216K +$201K +5,334 New
FMTCOCP
762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K -$39.3K -1,045 -16%
KIM
763
Kestra Investment Management
Texas
$215K +$199K +5,299 New
TCM
764
Telos Capital Management
California
$215K -$28.9K -768 -13%
SFS
765
Stiles Financial Services
Minnesota
$213K +$197K +5,252 New
CCA
766
Clearwater Capital Advisors
Illinois
$210K +$195K +5,180 New
EP
767
Edgestream Partners
New Jersey
$209K -$153K -4,067 -44%
WPC
768
Wedmont Private Capital
Pennsylvania
$208K +$198K +5,259 New
EWS
769
Eagle Wealth Strategies
New Jersey
$207K +$192K +5,106 New
PR
770
Payden & Rygel
California
$207K – – –
DSC
771
Duncker Streett & Co
Missouri
$206K – – –
BFA
772
Bill Few Associates
Pennsylvania
$206K +$191K +5,085 New
TLFA
773
True Link Financial Advisors
California
$206K -$28.2K -750 -13%
AC
774
Avestar Capital
New York
$205K +$191K +5,067 New
CPA
775
Court Place Advisors
Maryland
$205K +$190K +5,057 New
29 30
31
32 33

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.