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Exelon
EXC

1,051 hedge funds and large institutions have $33.2B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 407 increasing their positions, 326 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

111% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 65

81% more call options, than puts

Call options by funds: $166M | Put options by funds: $92M

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 326

16% more capital invested

Capital invested by funds: $28.7B → $33.2B (+$4.5B)

6% more funds holding

Funds holding: 989 → 1,051 (+62)

0.95% less ownership

Funds ownership: 82.84% → 81.89% (-0.95%)

Holders
1,051
Holders Change
+62
Holders Change %
+6.27%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
137
Increased
407
Reduced
326
Closed
65
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
2
BlackRock
BlackRock
New York
+$294M
3
Cohen & Steers
Cohen & Steers
New York
+$137M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$121M
5
JP Morgan Chase
JP Morgan Chase
New York
+$116M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$799M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$641M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$180M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
CH
826
Cromwell Holdings
Wyoming
$93.2K – – –
WTC
827
WhitTier Trust Company
Nevada
$91.1K – – –
DMBA
828
Deseret Mutual Benefit Administrators
Utah
$91K +$9.55K +254 +13%
HPC
829
HM Payson & Co
Maine
$88.8K +$3.05K +81 +4%
MHR
830
Matthew Hamilton Rosenberg
$88.5K – – –
DAM
831
Delta Asset Management
Tennessee
$88K – – –
IA
832
IFP Advisors
Florida
$83.7K -$20.4K -542 -21%
S
833
Sachetta
Massachusetts
$83.5K -$4.25K -113 -5%
JFA
834
JNBA Financial Advisors
Minnesota
$83K – – –
CIA
835
Cape Investment Advisory
Georgia
$81.1K – – –
NFA
836
Northwest Financial Advisors
Virginia
$80.4K +$74.5K +1,982 New
WPWM
837
Western Pacific Wealth Management
Illinois
$80.1K – – –
CFGS
838
Concourse Financial Group Securities
Alabama
$78.4K +$1.88K +50 +3%
FFO
839
Fortitude Family Office
Arizona
$77.7K +$47.9K +1,274 +199%
IBOK
840
Independence Bank of Kentucky
Kentucky
$77K +$45.1K +1,200 +171%
FPB
841
First PREMIER Bank
South Dakota
$76K – – –
WB
842
Webster Bank
Connecticut
$75.2K +$2.59K +69 +4%
PS
843
Planned Solutions
California
$73.6K +$68.2K +1,814 New
FCA
844
FinTrust Capital Advisors
South Carolina
$71.3K +$5.23K +139 +9%
JIP
845
Jaffetilchin Investment Partners
Florida
$68.4K +$63.4K +1,686 New
POIA
846
Pin Oak Investment Advisors
Texas
$68K – – –
CNBTD
847
Citizens National Bank Trust Department
Mississippi
$66.9K – – –
WT
848
Washington Trust
Rhode Island
$66.9K – – –
DJSG
849
D.J. St. Germain
Massachusetts
$66.8K +$14.1K +375 +29%
VC
850
Vestor Capital
Illinois
$66K – – –
32 33
34
35 36

EXC Hedge Fund Activity: Q3 2024 in Review

1,051 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2024, worth a combined $33.2B — up 16% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new EXC positions and 65 closed out — a net gain of 72 holders — while 407 added to existing stakes and 326 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $673M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $799M.

  • 1,051 institutional investors held Exelon (EXC) as of Q3 2024, up from 989 in Q2 2024.
  • Funds reported $33.2B of Exelon stock for Q3 2024, up 16% quarter-over-quarter.
  • 137 funds opened new Exelon positions in Q3 2024 and 65 closed out, a net change of +72 holders.
  • The largest Exelon buyer in Q3 2024 was T. Rowe Price Associates, an estimated $673M added.
  • The largest Exelon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2024.