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1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,0511,100 (+49)

0.39% less ownership

Funds ownership: 81.89%81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
801
Acropolis Investment Management
Missouri
$194K -$15.6K -403 -7%
PR
802
Payden & Rygel
California
$192K
NRG
803
Nemes Rush Group
Michigan
$190K +$2.33K +60 +1%
FHA
804
First Horizon Advisors
Tennessee
$181K +$19.2K +495 +11%
BWAM
805
Boyd Watterson Asset Management
Ohio
$181K -$1.55K -40 -0.8%
BIG
806
Brooklyn Investment Group
New York
$174K +$2.71K +70 +2%
MMG
807
Monetary Management Group
Missouri
$173K +$159K +4,100 +820%
QC
808
Quent Capital
New York
$173K +$38K +979 +27%
NOI
809
Newton One Investments
Delaware
$172K +$178K +4,578 New
EWA
810
EverSource Wealth Advisors
Alabama
$171K +$272 +7 +0.2%
VWWMG
811
Vermillion & White Wealth Management Group
Pennsylvania
$166K
CCA
812
Catalyst Capital Advisors
New York
$166K +$109K +2,806 +176%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$164K +$7.02K +181 +4%
GM
814
GeoWealth Management
Illinois
$164K -$7.68K -198 -4%
MG
815
Mather Group
Illinois
$161K -$29.8K -768 -15%
PFSC
816
Peoples Financial Services Corp
Pennsylvania
$157K
Walleye Capital
817
Walleye Capital
New York
$155K -$334K -8,619 -68%
BBHC
818
Brown Brothers Harriman & Co
New York
$154K -$6.01K -155 -4%
CA
819
CoreCap Advisors
Michigan
$151K +$40.7K +1,050 +36%
RS
820
R Squared
Hong Kong
$151K +$155K +4,000 New
GWM
821
Geneos Wealth Management
Colorado
$150K -$2.02K -52 -1%
LC
822
Lindbrook Capital
California
$147K +$49K +1,263 +48%
HCP
823
Hexagon Capital Partners
Arkansas
$146K +$16.8K +434 +13%
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$138K -$11.8K -304 -8%
TF
825
Tompkins Financial
New York
$137K -$18.2K -470 -11%

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.