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Exelon
EXC

Overview Fund Activity

1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$282M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Millennium Management
Millennium Management
New York
+$156M
4
UBS AM
UBS AM
Illinois
+$146M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$237M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$192M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$187M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
776
Accel Wealth Management
Iowa
$208K +$208K +5,529 New
SWA
777
Stratos Wealth Advisors
Ohio
$208K -$2.45K -65 -1%
ATC
778
Argent Trust Co
Tennessee
$208K – – –
PCA
779
Pallas Capital Advisors
Massachusetts
$208K -$25.9K -688 -11%
RPCONE
780
Retirement Planning Company of New England
Rhode Island
$207K +$20.7K +550 +11%
NB
781
NBT Bank
New York
$207K – – –
SMC
782
Smith, Moore & Co
Missouri
$206K – – –
GSB
783
Greenfield Savings Bank
Massachusetts
$206K -$11.9K -315 -5%
MFG
784
Merit Financial Group
Georgia
$205K +$205K +5,438 New
MWM
785
Marion Wealth Management
Pennsylvania
$204K -$5.8K -154 -3%
SFC
786
Strategic Financial Concepts
Texas
$204K +$204K +5,411 New
PCM
787
Pennsylvania Capital Management
Pennsylvania
$203K +$1.24K +33 +0.6%
4A
788
4Wealth Advisors
Illinois
$202K +$202K +5,372 New
CB
789
Cadence Bank
Mississippi
$202K -$13.8K -367 -6%
QCG
790
Quadrant Capital Group
Ohio
$202K -$8.06K -214 -4%
CT
791
Chicago Trust
Illinois
$201K – – –
DSC
792
Duncker Streett & Co
Missouri
$196K +$4.44K +118 +2%
FMTCOCP
793
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196K -$3.77K -100 -2%
AIM
794
Acropolis Investment Management
Missouri
$194K -$15.2K -403 -7%
PR
795
Payden & Rygel
California
$192K – – –
NRG
796
Nemes Rush Group
Michigan
$190K +$2.26K +60 +1%
FHA
797
First Horizon Advisors
Tennessee
$181K +$18.6K +495 +11%
BWAM
798
Boyd Watterson Asset Management
Ohio
$181K -$1.51K -40 -0.8%
BIG
799
Brooklyn Investment Group
New York
$174K +$2.63K +70 +2%
MMG
800
Monetary Management Group
Missouri
$173K +$154K +4,100 +820%
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