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Exelon
EXC

Overview Fund Activity

981 hedge funds and large institutions have $28.6B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 351 increasing their positions, 335 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-17
Holders Change %
-1.7%
% of All Funds
14.27%
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
351
Reduced
335
Closed
92
Calls
$128M
Puts
$54.6M
Net Calls
+$73.2M
Net Calls Change
-$12.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.19B
2
BlackRock
2
BlackRock
New York
$3.48B
3
Goldman Sachs
3
Goldman Sachs
New York
$267M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$882M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$130M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.84B
2
Franklin Resources
2
Franklin Resources
California
$297M
3
SCP
3
Soroban Capital Partners
New York
$74.7M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$892M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
926
Carolina Wealth Advisors
South Carolina
$5.19K – – –
SSG
927
Summit Securities Group
New York
$5K +$5K +132 New
PP
928
Pacifica Partners
Canada
$4.96K – – –
SIS
929
Sound Income Strategies
Florida
$4.74K -$11.9K -345 -72%
SHIM
930
Stone House Investment Management
Pennsylvania
$4.74K -$4.29K -124 -48%
CAM
931
Creekmur Asset Management
Illinois
$4.65K -$1.18K -34 -20%
TVWM
932
Tower View Wealth Management
Wisconsin
$4.64K – – –
RWM
933
Ruedi Wealth Management
Illinois
$4.6K +$208 +6 +5%
CAS
934
Coppell Advisory Solutions
Texas
$4.6K +$4.6K +133 New
DF
935
Dunhill Financial
United Kingdom
$4.58K +$694 +20 +18%
FMP
936
Financial Management Professionals
Texas
$4K – – –
HGERS
937
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
GWSG
938
GPS Wealth Strategies Group
Colorado
$3.81K – – –
TIM
939
Thompson Investment Management
Wisconsin
$3.74K – – –
ACA
940
American Capital Advisory
Idaho
$3.52K – – –
AF
941
Arrow Financial
New York
$3.46K – – –
PAG
942
Paladin Advisory Group
Iowa
$3.01K – – –
PCM
943
Penserra Capital Management
California
$3K – – –
FCG
944
Financial Connections Group
California
$3K – – –
CMP
945
Coston McIsaac & Partners
Maine
$3K – – –
AW
946
Avion Wealth
Texas
$3K +$1.24K +41 +71%
JGIA
947
Jackson Grant Investment Advisers
Connecticut
$2.94K – – –
SC
948
SouthState Corp
Florida
$2.94K +$2.94K +85 New
FW
949
Fairway Wealth
Ohio
$2.87K +$2.87K +83 New
HWP
950
Highline Wealth Partners
California
$2.83K +$34 +1 +1%
36 37
38
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