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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
PWMG
851
Private Wealth Management Group
New Jersey
$21.6K -$4.25K -115 -16%
OIA
852
Optimum Investment Advisors
Illinois
$21.5K
SCM
853
Silvant Capital Management
Georgia
$21.5K
PCWA
854
Pacific Capital Wealth Advisors
California
$21.4K
WWP
855
WR Wealth Planners
Missouri
$21.1K +$591 +16 +3%
AFG
856
Albion Financial Group
Utah
$20.8K
OA
857
Operose Advisors
Wisconsin
$20.5K
PMFA
858
Plante Moran Financial Advisors
Michigan
$20.4K
BGAI
859
Bruce G. Allen Investments
Colorado
$20.3K +$1.88K +51 +10%
HGA
860
Hobbs Group Advisors
South Carolina
$19.8K +$21.1K +572 New
OC
861
Oakworth Capital
Alabama
$19.3K
LTI
862
Laffer Tengler Investments
Tennessee
$19K
TFA
863
Transamerica Financial Advisors
Florida
$19K
FP
864
Financial Perspectives
Minnesota
$18.1K +$221 +6 +1%
MSWM
865
Mowery & Schoenfeld Wealth Management
Illinois
$17.8K
CB
866
CNB Bank
Pennsylvania
$17.3K -$4.8K -130 -21%
FFC
867
First Financial Corp
Indiana
$17.3K
MMG
868
Monetary Management Group
Missouri
$17.3K
RI
869
Ridgewood Investments
New Jersey
$17.3K +$18.5K +500 New
BC
870
Barrett & Company
Rhode Island
$17K +$74 +2 +0.4%
ST
871
Smithfield Trust
Pennsylvania
$17K
ETS
872
ESL Trust Services
New York
$16.4K
HBW
873
Hazlett, Burt & Watson
West Virginia
$16K
BL
874
BFSG LLC
California
$15.9K -$83.5K -2,263 -83%
SC
875
Stephens Consulting
Michigan
$15.2K

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.