EXC icon

Exelon
EXC

Overview Fund Activity

1,040 hedge funds and large institutions have $32.7B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 323 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+59
Holders Change %
+6.01%
% of All Funds
15.04%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
136
Increased
403
Reduced
323
Closed
66
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$726M
2
BlackRock
BlackRock
New York
+$317M
3
Cohen & Steers
Cohen & Steers
New York
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$862M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$193M
4
Goldman Sachs
Goldman Sachs
New York
-$134M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
826
JNBA Financial Advisors
Minnesota
$83K – – –
CIA
827
Cape Investment Advisory
Georgia
$81.1K – – –
NFA
828
Northwest Financial Advisors
Virginia
$80.4K +$80.4K +1,982 New
WPWM
829
Western Pacific Wealth Management
Illinois
$80.1K – – –
CFGS
830
Concourse Financial Group Securities
Alabama
$78.4K +$2.03K +50 +3%
FFO
831
Fortitude Family Office
Arizona
$77.7K +$51.7K +1,274 +199%
IBOK
832
Independence Bank of Kentucky
Kentucky
$77K +$48.7K +1,200 +171%
FPB
833
First PREMIER Bank
South Dakota
$76K – – –
WB
834
Webster Bank
Connecticut
$75.2K +$2.8K +69 +4%
PS
835
Planned Solutions
California
$73.6K +$73.6K +1,814 New
FCA
836
FinTrust Capital Advisors
South Carolina
$71.3K +$5.64K +139 +9%
JIP
837
Jaffetilchin Investment Partners
Florida
$68.4K +$68.4K +1,686 New
POIA
838
Pin Oak Investment Advisors
Texas
$68K – – –
WT
839
Washington Trust
Rhode Island
$66.9K – – –
CNBTD
840
Citizens National Bank Trust Department
Mississippi
$66.9K – – –
DJSG
841
D.J. St. Germain
Massachusetts
$66.8K +$15.2K +375 +29%
VC
842
Vestor Capital
Illinois
$66K – – –
PWMG
843
Prestige Wealth Management Group
New Jersey
$65K – – –
CCA
844
Catalyst Capital Advisors
New York
$64.8K +$25.1K +620 +63%
MA
845
Montag & Associates
Georgia
$63.9K – – –
CHC
846
City Holding Co
West Virginia
$62.2K -$5.88K -145 -9%
UB
847
UMB Bank
Missouri
$62K +$29.8K +735 +93%
RAM
848
Ramirez Asset Management
New York
$60.8K – – –
SSB
849
Sandy Spring Bank
Maryland
$57.2K – – –
EBA
850
Eagle Bay Advisors
New York
$56.9K +$6.04K +149 +12%
32 33
34
35 36