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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 %
CNBTD
801
Citizens National Bank Trust Department
Mississippi
$62K – – –
VC
802
Vestor Capital
Illinois
$61K +$4.64K +123 +8%
PWMG
803
Prestige Wealth Management Group
New Jersey
$60.2K -$451 -12 -0.7%
MA
804
Montag & Associates
Georgia
$59.2K – – –
AAG
805
Armstrong Advisory Group
Massachusetts
$59.1K – – –
RAM
806
Ramirez Asset Management
New York
$56.4K – – –
IGWM
807
ICA Group Wealth Management
Colorado
$54.1K – – –
CPBTD
808
Central Pacific Bank - Trust Division
Hawaii
$53.6K +$53.6K +1,439 New
CBT
809
CoreFirst Bank & Trust
Kansas
$52.8K -$66.1K -1,760 -56%
CFO
810
CVA Family Office
Colorado
$52.7K +$902 +24 +2%
FCA
811
FinTrust Capital Advisors
South Carolina
$52.6K +$40.4K +1,075 +331%
LFG
812
Larson Financial Group
Missouri
$49.2K -$218K -5,792 -82%
PAM
813
Paradigm Asset Management
New York
$49K – – –
CSB
814
City State Bank
Iowa
$49K +$2.52K +67 +5%
ZB
815
Zions Bancorporation
Utah
$48.2K -$4.06K -108 -8%
DJSG
816
D.J. St. Germain
Massachusetts
$47.8K – – –
CFFP
817
Center for Financial Planning
Michigan
$47.5K – – –
CA
818
Continuum Advisory
Idaho
$47.1K +$47.1K +1,230 New
LCM
819
Logan Capital Management
Pennsylvania
$44K – – –
CT
820
Clearstead Trust
Maine
$41.9K +$3.5K +93 +9%
OPTFSNA
821
Old Point Trust & Financial Services N A
Virginia
$41.3K – – –
CAL
822
Capital Analysts LLC
Pennsylvania
$41K +$382 +10 +0.9%
DWS
823
Dynamic Wealth Strategies
California
$40K -$16K -427 -29%
HSA
824
Hussman Strategic Advisors
Maryland
$37.6K – – –
PBK
825
Peoples Bank (Kansas)
Kansas
$37.6K – – –
31 32
33
34 35