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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
LFG
826
Larson Financial Group
Missouri
$30.3K -$16.1K -435 -33%
NL
827
NVWM LLC
Pennsylvania
$29.8K +$185 +5 +0.6%
PAI
828
Pittenger & Anderson Inc
Nebraska
$29.4K
GKIM
829
GW&K Investment Management
Massachusetts
$29K +$5.2K +141 +20%
WS
830
Wela Strategies
Georgia
$28.8K +$10.8K +292 +2%
FGA
831
Fortis Group Advisors
New Jersey
$28.8K
JSAM
832
J. Safra Asset Management
New York
$27.8K +$29.6K +802 New
SWA
833
SOA Wealth Advisors
New York
$27.6K +$148 +4 +0.5%
UB
834
UMB Bank
Missouri
$27.4K -$318K -8,613 -92%
VCM
835
Versant Capital Management
Arizona
$26.9K +$24.8K +672 +646%
C
836
Covestor
United Kingdom
$26K -$43K -1,166 -61%
SL
837
Salomon & Ludwin
Virginia
$25.6K
EA
838
Evolution Advisers
Virginia
$25K +$258 +7 +0.9%
Loomis, Sayles & Company
839
Loomis, Sayles & Company
Massachusetts
$25K +$554 +15 +2%
BCMLT
840
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.5K
CWP
841
Concord Wealth Partners
Virginia
$24.4K -$8.08K -219 -24%
IBOK
842
Independence Bank of Kentucky
Kentucky
$24.2K
RFA
843
Register Financial Advisors
Georgia
$24.2K
BIC
844
Beach Investment Counsel
Pennsylvania
$24K +$25.7K +695 New
CA
845
Crewe Advisors
Utah
$23.6K
PGAM
846
Princeton Global Asset Management
New Jersey
$23K +$2.66K +72 +12%
MFT
847
Moisand Fitzgerald Tamayo
Florida
$22.7K
FFO
848
Fortitude Family Office
Arizona
$22.2K
RA
849
Rise Advisors
New York
$21.8K +$258 +7 +1%
MTIC
850
Missouri Trust & Investment Company
Missouri
$21.8K

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.