We are live on ! Find out more

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
WPWM
776
Western Pacific Wealth Management
Illinois
$68.4K
LSA
777
Leonteq Securities AG
Switzerland
$66.1K +$49.4K +1,339 +235%
CFGS
778
Concourse Financial Group Securities
Alabama
$65.2K -$4.47K -121 -6%
FPB
779
First PREMIER Bank
South Dakota
$65K
VWM
780
Venturi Wealth Management
Texas
$63.8K +$47.3K +1,282 +228%
WB
781
Webster Bank
Connecticut
$61.8K
GWP
782
Gen-Wealth Partners
Michigan
$59.8K -$105K -2,840 -62%
PFA
783
Pathway Financial Advisers
Indiana
$59.2K +$480 +13 +0.8%
POIA
784
Pin Oak Investment Advisors
Texas
$59K
TIM
785
Tortoise Investment Management
New York
$58.4K -$627 -17 -1%
CHC
786
City Holding Co
West Virginia
$58.1K -$11.6K -315 -16%
SIS
787
Strategic Investment Solutions
Illinois
$57.3K +$55.5K +1,504 New
CNBTD
788
Citizens National Bank Trust Department
Mississippi
$57.1K
WT
789
Washington Trust
Rhode Island
$57.1K
AAG
790
Armstrong Advisory Group
Massachusetts
$56.9K
FCA
791
FinTrust Capital Advisors
South Carolina
$56.1K +$8.12K +220 +16%
VC
792
Vestor Capital
Illinois
$56K
PWMG
793
Prestige Wealth Management Group
New Jersey
$55.4K
MA
794
Montag & Associates
Georgia
$54.5K
RAM
795
Ramirez Asset Management
New York
$51.9K
IGWM
796
ICA Group Wealth Management
Colorado
$49K -$960 -26 -2%
SSB
797
Sandy Spring Bank
Maryland
$48.8K -$9.78K -265 -16%
CPBTD
798
Central Pacific Bank - Trust Division
Hawaii
$48.1K -$1.84K -50 -3%
PAM
799
Paradigm Asset Management
New York
$45.2K
CSB
800
City State Bank
Iowa
$45K

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.