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989 hedge funds and large institutions have $28.7B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $128M | Put options by funds: $54.6M

7% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 334

0.69% more ownership

Funds ownership: 82.15%82.84% (+0.69%)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,007989 (-18)

7% less capital invested

Capital invested by funds: $30.8B → $28.7B (-$2.18B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
989
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
14.28%
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
357
Reduced
334
Closed
93
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
801
Zions Bancorporation
Utah
$44.3K -$111 -3 -0.2%
DJSG
802
D.J. St. Germain
Massachusetts
$44K
CFFP
803
Center for Financial Planning
Michigan
$43.8K
EBA
804
Eagle Bay Advisors
New York
$43.4K -$33.8K -915 -42%
CPG
805
Cornerstone Planning Group
New Jersey
$43.3K +$42.6K +1,154 New
CA
806
Continuum Advisory
Idaho
$42.8K +$258 +7 +0.6%
GCM
807
Gables Capital Management
Florida
$41.5K -$18.5K -500 -29%
ATPW
808
Ashton Thomas Private Wealth
Arizona
$40.5K +$43.2K +1,171 New
LCM
809
Logan Capital Management
Pennsylvania
$40.5K
CFO
810
CVA Family Office
Colorado
$39.6K -$9.6K -260 -19%
AA
811
Addison Advisors
Vermont
$39.2K +$7.64K +207 +22%
OPTFSNA
812
Old Point Trust & Financial Services N A
Virginia
$38.1K
CAL
813
Capital Analysts LLC
Pennsylvania
$38K +$1.22K +33 +3%
DWS
814
Dynamic Wealth Strategies
California
$37K
CT
815
Clearstead Trust
Maine
$36.1K -$2.66K -72 -6%
MCM
816
MV Capital Management
Maryland
$36.1K +$4.61K +125 +14%
MCM
817
Manchester Capital Management
Vermont
$36K +$19.6K +530 +104%
HSA
818
Hussman Strategic Advisors
Maryland
$34.6K
PBK
819
Peoples Bank (Kansas)
Kansas
$34.6K
CCA
820
Catalyst Capital Advisors
New York
$33.8K +$1.18K +32 +3%
TFIPS
821
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.6K
JWM
822
Janiczek Wealth Management
Colorado
$32.1K
AWM
823
AllSquare Wealth Management
New York
$31.1K
CT
824
Colonial Trust
South Carolina
$31K
AWM
825
Abound Wealth Management
Tennessee
$30.9K +$27.5K +744 +503%

EXC Hedge Fund Activity: Q2 2024 in Review

989 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2024, worth a combined $28.7B — down 7.1% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of EXC and 92 opened new positions — a net loss of 1 holder — while 334 trimmed existing stakes and 357 added.

The largest buyer was Vanguard Group, adding an estimated $581M. The largest seller was Wellington Management Group, cutting an estimated $393M.

  • 989 institutional investors held Exelon (EXC) as of Q2 2024, down from 1,007 in Q1 2024.
  • Funds reported $28.7B of Exelon stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 92 funds opened new Exelon positions in Q2 2024 and 93 closed out, a net change of -1 holder.
  • The largest Exelon buyer in Q2 2024 was Vanguard Group, an estimated $581M added.
  • The largest Exelon seller in Q2 2024 was Wellington Management Group, an estimated $393M sold.

Based on aggregated 13F filings for Q2 2024.