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1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,0511,100 (+49)

0.39% less ownership

Funds ownership: 81.89%81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
901
MV Capital Management
Maryland
$39.4K -$194 -5 -0.5%
VCM
902
Versant Capital Management
Arizona
$39.4K +$14.7K +379 +57%
LSA
903
Leonteq Securities AG
Switzerland
$38.8K +$14.7K +378 +58%
HSA
904
Hussman Strategic Advisors
Maryland
$37.6K
PBK
905
Peoples Bank (Kansas)
Kansas
$37.6K
TFIPS
906
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
EBA
907
Eagle Bay Advisors
New York
$36.2K -$17.1K -441 -31%
GKIM
908
GW&K Investment Management
Massachusetts
$36K +$2.56K +66 +8%
SS
909
SBI Securities
Japan
$35.8K +$36.9K +950 New
CAL
910
Capital Advisors Ltd
Ohio
$35K +$19.9K +513 +120%
ECG
911
Edge Capital Group
Georgia
$34.9K +$19.8M +511,041 New
AWM
912
AllSquare Wealth Management
New York
$33.8K
CBT
913
Crews Bank & Trust
Florida
$33.6K +$34.6K +893 New
NL
914
NVWM LLC
Pennsylvania
$32.4K +$194 +5 +0.6%
PAI
915
Pittenger & Anderson Inc
Nebraska
$32K
MSWM
916
Mowery & Schoenfeld Wealth Management
Illinois
$31.6K +$12.6K +326 +64%
FGA
917
Fortis Group Advisors
New Jersey
$31.3K
SWA
918
SOA Wealth Advisors
New York
$30.3K +$155 +4 +0.5%
PWMG
919
Private Wealth Management Group
New Jersey
$30.2K -$1.36K -35 -4%
BLC
920
Brown, Lisle/Cummings
Rhode Island
$30.1K +$31K +800 New
SC
921
Stephens Consulting
Michigan
$29.4K +$13.3K +343 +78%
LCM
922
Logan Capital Management
Pennsylvania
$29.4K -$4.5K -116 -13%
MEG
923
Millstone Evans Group
Colorado
$28.2K +$29.1K +750 New
EA
924
Evolution Advisers
Virginia
$28K +$310 +8 +1%
ADL
925
Asset Dedication LLC
California
$27.7K -$357K -9,194 -93%

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.