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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 %
JFA
776
JNBA Financial Advisors
Minnesota
$91.9K – – –
EWA
777
EverSource Wealth Advisors
Alabama
$90.1K +$23.1K +616 +35%
WTC
778
WhitTier Trust Company
Nevada
$84.4K – – –
NF
779
Norwood Financial
Pennsylvania
$83K – – –
S
780
Sachetta
Massachusetts
$82.9K – – –
DAM
781
Delta Asset Management
Tennessee
$82.5K – – –
EBA
782
Eagle Bay Advisors
New York
$81.5K +$2.07K +55 +3%
MHR
783
Matthew Hamilton Rosenberg
$81.2K +$20.8K +560 +35%
BFEC
784
Benjamin F. Edwards & Company
Missouri
$80K -$42.6K -1,138 -35%
HPC
785
HM Payson & Co
Maine
$79.3K – – –
CFGS
786
Concourse Financial Group Securities
Alabama
$75.3K +$1.13K +30 +2%
CIA
787
Cape Investment Advisory
Georgia
$75.1K -$56.7K -1,509 -43%
CHC
788
City Holding Co
West Virginia
$74.9K -$20.3K -540 -21%
DMBA
789
Deseret Mutual Benefit Administrators
Utah
$74.7K +$9.17K +244 +14%
WPWM
790
Western Pacific Wealth Management
Illinois
$74.2K -$42.4K -1,128 -36%
C
791
Covestor
United Kingdom
$72K +$52.9K +1,411 +277%
FPB
792
First PREMIER Bank
South Dakota
$71K – – –
Jones Financial Companies
793
Jones Financial Companies
Missouri
$70.7K +$40.2K +1,070 +132%
WB
794
Webster Bank
Connecticut
$67.1K -$27.2K -723 -29%
TIM
795
Tortoise Investment Management
New York
$64.1K – – –
POIA
796
Pin Oak Investment Advisors
Texas
$64K – – –
GCM
797
Gables Capital Management
Florida
$63.9K – – –
PFA
798
Pathway Financial Advisers
Indiana
$63.9K +$376 +10 +0.6%
SSB
799
Sandy Spring Bank
Maryland
$63K +$4.28K +114 +7%
WT
800
Washington Trust
Rhode Island
$62K – – –
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32
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