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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: 49 (+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: 9891,051 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
851
Prestige Wealth Management Group
New Jersey
$65K
CCA
852
Catalyst Capital Advisors
New York
$64.8K +$23.3K +620 +63%
MA
853
Montag & Associates
Georgia
$63.9K
CHC
854
City Holding Co
West Virginia
$62.2K -$5.45K -145 -9%
UB
855
UMB Bank
Missouri
$62K +$27.6K +735 +93%
RAM
856
Ramirez Asset Management
New York
$60.8K
SSB
857
Sandy Spring Bank
Maryland
$57.2K
EBA
858
Eagle Bay Advisors
New York
$56.9K +$5.6K +149 +12%
CBT
859
CoreFirst Bank & Trust
Kansas
$55.4K +$51.4K +1,366 New
SIS
860
Strategic Investment Solutions
Illinois
$53.3K -$7.14K -190 -13%
GWP
861
Gen-Wealth Partners
Michigan
$53K -$14.9K -395 -23%
PAM
862
Paradigm Asset Management
New York
$52.9K
CSB
863
City State Bank
Iowa
$52.8K
AAG
864
Armstrong Advisory Group
Massachusetts
$51.7K -$13.9K -370 -22%
CFO
865
CVA Family Office
Colorado
$51.5K +$4.7K +125 +11%
CFFP
866
Center for Financial Planning
Michigan
$51.3K
CA
867
Continuum Advisory
Idaho
$50.2K +$2.97K +79 +6%
SSG
868
Summit Securities Group
New York
$50K +$41.3K +1,099 +833%
TIM
869
Tortoise Investment Management
New York
$48.8K -$18.2K -484 -29%
ZB
870
Zions Bancorporation
Utah
$48.8K -$2.9K -77 -6%
GCM
871
Gables Capital Management
Florida
$48.7K
AA
872
Addison Advisors
Vermont
$47.7K +$1.62K +43 +4%
CPG
873
Cornerstone Planning Group
New Jersey
$46K +$338 +9 +0.8%
CAL
874
Capital Analysts LLC
Pennsylvania
$45K +$376 +10 +0.9%
OPTFSNA
875
Old Point Trust & Financial Services N A
Virginia
$44.6K

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.