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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
MG
776
Mather Group
Illinois
$204K -$419K -11,144 -69%
XT
777
XTX Topco
Cayman Islands
$204K +$189K +5,023 New
MWM
778
Marietta Wealth Management
Georgia
$203K +$188K +5,000 New
APW
779
Aurora Private Wealth
New Jersey
$202K +$187K +4,979 New
GIA
780
Gateway Investment Advisers
Ohio
$202K +$187K +4,978 New
BIM
781
Baldwin Investment Management
Pennsylvania
$201K +$186K +4,950 New
RPCONE
782
Retirement Planning Company of New England
Rhode Island
$201K +$186K +4,949 New
RP
783
Rice Partnership
Hawaii
$200K +$185K +4,933 New
BWAM
784
Boyd Watterson Asset Management
Ohio
$197K -$1.47K -39 -0.8%
SIM
785
Sentry Investment Management
Wisconsin
$190K – – –
NRG
786
Nemes Rush Group
Michigan
$188K – – –
ACA
787
Atlas Capital Advisors
Wyoming
$185K +$1.65K +44 +1%
GM
788
GeoWealth Management
Illinois
$185K -$22.4K -597 -12%
BIG
789
Brooklyn Investment Group
New York
$184K +$171K +4,541 New
EWA
790
EverSource Wealth Advisors
Alabama
$183K +$17K +452 +11%
VWWMG
791
Vermillion & White Wealth Management Group
Pennsylvania
$179K -$16.5K -440 -9%
FHA
792
First Horizon Advisors
Tennessee
$175K +$8.23K +219 +5%
BBHC
793
Brown Brothers Harriman & Co
New York
$172K +$7.93K +211 +5%
PFBT
794
Parkside Financial Bank & Trust
Missouri
$170K -$9.89K -263 -6%
WT
795
Whittier Trust
California
$169K – – –
PFSC
796
Peoples Financial Services Corp
Pennsylvania
$169K – – –
TF
797
Tompkins Financial
New York
$166K +$17.7K +470 +13%
GWM
798
Geneos Wealth Management
Colorado
$163K +$11.1K +296 +8%
KC
799
Kepos Capital
New York
$163K -$41.4K -1,101 -21%
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$161K +$18.5K +493 +14%
30 31
32
33 34

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.