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Exelon
EXC

Overview Fund Activity

1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$282M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Millennium Management
Millennium Management
New York
+$156M
4
UBS AM
UBS AM
Illinois
+$146M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$237M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$192M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$187M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
851
Independence Bank of Kentucky
Kentucky
$71.5K – – –
ITIM
852
Indiana Trust & Investment Management
Indiana
$71.1K -$19.8K -525 -22%
FPB
853
First PREMIER Bank
South Dakota
$71K – – –
CWM
854
Crowley Wealth Management
Delaware
$69.4K +$69.4K +1,844 New
POIA
855
Pin Oak Investment Advisors
Texas
$69K – – –
CFGS
856
Concourse Financial Group Securities
Alabama
$67.8K -$8.04K -205 -11%
WB
857
Webster Bank
Connecticut
$67.2K -$2.6K -69 -4%
PFA
858
Pathway Financial Advisers
Indiana
$65K -$2.56M -68,113 -98%
CFO
859
CVA Family Office
Colorado
$62.1K +$14.4K +382 +30%
WT
860
Washington Trust
Rhode Island
$62.1K – – –
CNBTD
861
Citizens National Bank Trust Department
Mississippi
$62.1K – – –
VC
862
Vestor Capital
Illinois
$62K +$683 +18 +1%
LFG
863
Larson Financial Group
Missouri
$61.7K -$76.7K -2,037 -55%
PWMG
864
Prestige Wealth Management Group
New Jersey
$60.3K – – –
JSAM
865
J. Safra Asset Management
New York
$60.3K +$30.1K +800 +100%
MA
866
Montag & Associates
Georgia
$59.3K – – –
CIA
867
Cape Investment Advisory
Georgia
$59.1K -$16.2K -431 -22%
RAM
868
Ramirez Asset Management
New York
$56.5K – – –
CFG
869
Chapman Financial Group
Hawaii
$53.9K +$53.9K +1,433 New
SSB
870
Sandy Spring Bank
Maryland
$53.1K – – –
MFS
871
Mattson Financial Services
Michigan
$51.9K +$51.9K +1,280 New
CHC
872
City Holding Co
West Virginia
$51.7K -$6.02K -160 -10%
CT
873
Colonial Trust
South Carolina
$50.6K +$15.4K +408 +44%
KIM
874
Kestra Investment Management
Texas
$50.1K -$149K -3,967 -75%
PAM
875
Paradigm Asset Management
New York
$49.1K – – –
33 34
35
36 37