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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 %
BWAM
776
Boyd Watterson Asset Management
Ohio
$197K -$1.58K -39 -0.8%
SIM
777
Sentry Investment Management
Wisconsin
$190K – – –
NRG
778
Nemes Rush Group
Michigan
$188K – – –
ACA
779
Atlas Capital Advisors
Wyoming
$185K +$1.78K +44 +1%
GM
780
GeoWealth Management
Illinois
$185K -$24.2K -597 -12%
BIG
781
Brooklyn Investment Group
New York
$184K +$184K +4,541 New
EWA
782
EverSource Wealth Advisors
Alabama
$183K +$18.3K +452 +11%
VWWMG
783
Vermillion & White Wealth Management Group
Pennsylvania
$179K -$17.8K -440 -9%
FHA
784
First Horizon Advisors
Tennessee
$175K +$8.88K +219 +5%
BBHC
785
Brown Brothers Harriman & Co
New York
$172K +$8.56K +211 +5%
PFBT
786
Parkside Financial Bank & Trust
Missouri
$170K -$10.7K -263 -6%
WT
787
Whittier Trust
California
$169K – – –
PFSC
788
Peoples Financial Services Corp
Pennsylvania
$169K – – –
TF
789
Tompkins Financial
New York
$166K +$19.1K +470 +13%
GWM
790
Geneos Wealth Management
Colorado
$163K +$12K +296 +8%
KC
791
Kepos Capital
New York
$163K -$44.6K -1,101 -21%
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$161K +$20K +493 +14%
CFB
793
Cullen/Frost Bankers
Texas
$153K -$54.7K -1,349 -26%
LFG
794
Larson Financial Group
Missouri
$149K +$114K +2,801 +320%
QL
795
Quarry LP
New York
$147K -$66.4K -1,638 -31%
QC
796
Quent Capital
New York
$147K -$12.9K -318 -8%
CHA
797
Carmichael Hill & Associates
Maryland
$142K -$892 -22 -0.6%
CPBTD
798
Central Pacific Bank - Trust Division
Hawaii
$141K +$84.5K +2,085 +150%
HCP
799
Hexagon Capital Partners
Arkansas
$140K -$3.65K -90 -3%
HNB
800
Hilltop National Bank
Wyoming
$129K – – –
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