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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $28.6B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 351 increasing their positions, 335 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-17
Holders Change %
-1.7%
% of All Funds
14.27%
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
351
Reduced
335
Closed
92
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.19B
2
BlackRock
BlackRock
New York
$3.48B
3
Goldman Sachs
Goldman Sachs
New York
$267M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$882M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$130M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.84B
2
Franklin Resources
Franklin Resources
California
$297M
3
SCP
Soroban Capital Partners
New York
$74.7M
4
Lazard Asset Management
Lazard Asset Management
New York
$892M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
801
Ashton Thomas Private Wealth
Arizona
$40.5K +$40.5K +1,171 New
LCM
802
Logan Capital Management
Pennsylvania
$40.5K – – –
CFO
803
CVA Family Office
Colorado
$39.6K -$9K -260 -19%
AA
804
Addison Advisors
Vermont
$39.2K +$7.16K +207 +22%
OPTFSNA
805
Old Point Trust & Financial Services N A
Virginia
$38.1K – – –
CAL
806
Capital Analysts LLC
Pennsylvania
$38K +$1.13K +33 +3%
DWS
807
Dynamic Wealth Strategies
California
$37K – – –
CT
808
Clearstead Trust
Maine
$36.1K -$2.49K -72 -6%
MCM
809
MV Capital Management
Maryland
$36.1K +$4.33K +125 +14%
MCM
810
Manchester Capital Management
Vermont
$36K +$18.3K +530 +104%
PBK
811
Peoples Bank (Kansas)
Kansas
$34.6K – – –
HSA
812
Hussman Strategic Advisors
Maryland
$34.6K – – –
CCA
813
Catalyst Capital Advisors
New York
$33.8K +$1.11K +32 +3%
TFIPS
814
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.6K – – –
JWM
815
Janiczek Wealth Management
Colorado
$32.1K – – –
AWM
816
AllSquare Wealth Management
New York
$31.1K – – –
CT
817
Colonial Trust
South Carolina
$31K – – –
AWM
818
Abound Wealth Management
Tennessee
$30.9K +$25.8K +744 +503%
LFG
819
Larson Financial Group
Missouri
$30.3K -$15.1K -435 -33%
NL
820
NVWM LLC
Pennsylvania
$29.8K +$173 +5 +0.6%
PAI
821
Pittenger & Anderson Inc
Nebraska
$29.4K – – –
GKIM
822
GW&K Investment Management
Massachusetts
$29K +$4.82K +141 +20%
WS
823
Wela Strategies
Georgia
$28.8K +$443 +292 +2%
FGA
824
Fortis Group Advisors
New Jersey
$28.8K – – –
JSAM
825
J. Safra Asset Management
New York
$27.8K +$27.8K +802 New
31 32
33
34 35