We are live on ! Find out more

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
BFS
876
Bare Financial Services
Pennsylvania
$15.2K
CIAS
877
CBIZ Investment Advisory Services
Ohio
$15K +$37 +1 +0.2%
CAL
878
Capital Advisors Ltd
Ohio
$15K +$295 +8 +2%
BCWM
879
Bartlett & Co Wealth Management
Ohio
$14.1K -$14.5K -393 -49%
RA
880
Ransom Advisory
Rhode Island
$13.8K
FG
881
Fairman Group
Pennsylvania
$13.6K
TH
882
TCTC Holdings
Texas
$13.6K
TFF
883
The Family Firm
Maryland
$13.1K +$14K +379 New
AGWCA
884
Annis Gardner Whiting Capital Advisors
Florida
$12.9K
KWAG
885
Kiely Wealth Advisory Group
North Carolina
$12.4K -$6.28K -170 -34%
RCM
886
Richardson Capital Management
Wisconsin
$12.1K
LWA
887
Lowe Wealth Advisors
Maryland
$11.9K -$12.3K -334 -49%
SA
888
SRH Advisors
Kansas
$11.8K
SFCL
889
Strengthening Families & Communities LLC
Massachusetts
$11K +$111 +3 +1%
SS
890
Sunbelt Securities
Texas
$10.5K
MSFP
891
Mark Sheptoff Financial Planning
Connecticut
$10.4K
SIM
892
Studio Investment Management
Illinois
$10.4K
MCM
893
MidAtlantic Capital Management
Virginia
$10.3K
VNA
894
Valley National Advisers
Pennsylvania
$10K +$2.95K +80 +37%
IHWM
895
Iron Horse Wealth Management
Iowa
$9.76K
SFA
896
Semmax Financial Advisors
North Carolina
$9.62K +$6.24K +169 +194%
OLVIG
897
Oliver Lagore Vanvalin Investment Group
Michigan
$9.52K
WIA
898
Wetzel Investment Advisors
Indiana
$9.51K
CSC
899
Caldwell Sutter Capital
California
$9.38K
PA
900
PSI Advisors
Florida
$9.07K +$9.67K +262 New

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.