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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
VWM
876
Venturi Wealth Management
Texas
$43.9K -$28.7K -762 -41%
CT
877
Clearstead Trust
Maine
$42.7K +$414 +11 +1%
MCM
878
MV Capital Management
Maryland
$42.7K +$338 +9 +0.9%
MCM
879
Manchester Capital Management
Vermont
$42.7K +$414 +11 +1%
EC
880
Elequin Capital
New York
$41.5K +$38.5K +1,024 New
HSA
881
Hussman Strategic Advisors
Maryland
$40.5K
PBK
882
Peoples Bank (Kansas)
Kansas
$40.5K
TFIPS
883
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.3K
CT
884
Colonial Trust
South Carolina
$37.8K +$1.65K +44 +5%
AWM
885
AllSquare Wealth Management
New York
$36.4K
LCM
886
Logan Capital Management
Pennsylvania
$36.4K -$10.3K -273 -23%
GKIM
887
GW&K Investment Management
Massachusetts
$36K +$1.13K +30 +4%
NL
888
NVWM LLC
Pennsylvania
$34.8K -$188 -5 -0.6%
PAI
889
Pittenger & Anderson Inc
Nebraska
$34.5K
PWMG
890
Private Wealth Management Group
New Jersey
$33.9K +$7.97K +212 +34%
FGA
891
Fortis Group Advisors
New Jersey
$33.7K
SWA
892
SOA Wealth Advisors
New York
$32.5K +$150 +4 +0.5%
JSAM
893
J. Safra Asset Management
New York
$32.4K
ATS
894
Ashton Thomas Securities
New York
$32.3K +$30K +797 New
DWS
895
Dynamic Wealth Strategies
California
$32K -$10.8K -287 -27%
EA
896
Evolution Advisers
Virginia
$30K +$263 +7 +0.9%
Loomis, Sayles & Company
897
Loomis, Sayles & Company
Massachusetts
$30K +$526 +14 +2%
BCMLT
898
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.7K
CWP
899
Concord Wealth Partners
Virginia
$28.5K
SL
900
Salomon & Ludwin
Virginia
$28.4K -$1.5K -40 -5%