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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 %
TFIPS
826
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.4K – – –
CCA
827
Catalyst Capital Advisors
New York
$35.5K +$413 +11 +1%
JWM
828
Janiczek Wealth Management
Colorado
$34.9K -$21K -560 -38%
AA
829
Addison Advisors
Vermont
$34.8K +$21.8K +579 +166%
CWP
830
Concord Wealth Partners
Virginia
$34.7K – – –
MCM
831
MV Capital Management
Maryland
$34.5K -$5.86K -156 -15%
AWM
832
AllSquare Wealth Management
New York
$33.7K – – –
CT
833
Colonial Trust
South Carolina
$33.3K -$112 -3 -0.3%
NL
834
NVWM LLC
Pennsylvania
$32.2K +$751 +20 +2%
PAI
835
Pittenger & Anderson Inc
Nebraska
$31.9K – – –
FGA
836
Fortis Group Advisors
New Jersey
$31.3K -$31.3K -832 -50%
BCWM
837
Bartlett & Co Wealth Management
Ohio
$30.1K +$1.62K +43 +6%
SWA
838
SOA Wealth Advisors
New York
$29.8K -$6.65K -177 -18%
EA
839
Evolution Advisers
Virginia
$28K +$304 +8 +1%
SL
840
Salomon & Ludwin
Virginia
$27.8K – – –
PWMG
841
Private Wealth Management Group
New Jersey
$27.8K +$6.05K +161 +28%
Loomis, Sayles & Company
842
Loomis, Sayles & Company
Massachusetts
$27K -$4.63K -123 -15%
GKIM
843
GW&K Investment Management
Massachusetts
$27K +$114 +3 +0.4%
BCMLT
844
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.6K – – –
QL
845
Quarry LP
New York
$26.4K -$38.5K -1,024 -59%
IBOK
846
Independence Bank of Kentucky
Kentucky
$26.3K – – –
RFA
847
Register Financial Advisors
Georgia
$26.3K +$26.3K +700 New
CA
848
Crewe Advisors
Utah
$25.6K +$25.6K +681 New
LWA
849
Lowe Wealth Advisors
Maryland
$25.5K -$3.46K -92 -12%
AWM
850
Avior Wealth Management
Nebraska
$25.1K +$24.3K +647 +3,235%
32 33
34
35 36