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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
EC
901
EdgeRock Capital
Colorado
$8.89K +$9.49K +257 New
CWC
902
Carolinas Wealth Consulting
North Carolina
$8.79K +$1.74K +47 +23%
BIA
903
Bell Investment Advisors
California
$8.69K -$37 -1 -0.4%
ANBT
904
American National Bank & Trust
Texas
$8.65K
LWANC
905
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.65K
AP
906
Atwood & Palmer
Missouri
$8.52K
AWM
907
Avior Wealth Management
Nebraska
$8.39K -$15.7K -425 -64%
ME
908
McIlrath & Eck
Washington
$8.34K
PPC
909
Park Place Capital
Alabama
$8.27K -$7.05K -191 -44%
TCM
910
TruNorth Capital Management
Michigan
$8.2K +$8.75K +237 New
RMC
911
Resources Management Corp
Connecticut
$8K -$8.86K -240 -50%
PP
912
PrairieView Partners
Minnesota
$8K -$443 -12 -5%
NBT
913
Northwest Bank & Trust
Iowa
$7.96K
CTC
914
Cetera Trust Company
Minnesota
$7.82K
CMA
915
Cedar Mountain Advisors
Oregon
$7.79K
AA
916
Ancora Advisors
Ohio
$7.41K
RCM
917
Raleigh Capital Management
North Carolina
$7.27K -$738 -20 -9%
RBC
918
Roble Belko & Company
Pennsylvania
$7K
UIA
919
Ulland Investment Advisors
Minnesota
$7K
HWA
920
Heritage Wealth Advisors
Virginia
$6.92K
PSB
921
Piscataqua Savings Bank
New Hampshire
$6.92K
TSMHT
922
Thurston Springer Miller Herd & Titak
Indiana
$6.92K +$7.38K +200 New
RDIA
923
RE Dickinson Investment Advisors
Iowa
$6.89K
DPW
924
DiNuzzo Private Wealth
Pennsylvania
$6.82K +$332 +9 +5%
BSB
925
Bangor Savings Bank
Maine
$6.54K -$406 -11 -6%

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.