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
MWM
926
Mascoma Wealth Management
New Hampshire
$6.51K
AFS
927
Annapolis Financial Services
Maryland
$6.44K
PG
928
Proffitt & Goodson
Tennessee
$6.4K
BWL
929
Bogart Wealth LLC
Virginia
$6.37K
JFG
930
JDM Financial Group
Texas
$6.09K
ATC
931
Advantage Trust Company
Kansas
$5.81K
CTA
932
Colonial Trust Advisors
South Carolina
$5.37K +$4.25K +115 +288%
BWP
933
Baldwin Wealth Partners
Massachusetts
$5.19K
CWA
934
Carolina Wealth Advisors
South Carolina
$5.19K
SSG
935
Summit Securities Group
New York
$5K +$4.87K +132 New
PP
936
Pacifica Partners
Canada
$4.96K
SIS
937
Sound Income Strategies
Florida
$4.74K -$12.7K -345 -72%
SHIM
938
Stone House Investment Management
Pennsylvania
$4.74K -$4.58K -124 -48%
CAM
939
Creekmur Asset Management
Illinois
$4.65K -$1.25K -34 -20%
TVWM
940
Tower View Wealth Management
Wisconsin
$4.64K
RWM
941
Ruedi Wealth Management
Illinois
$4.6K +$221 +6 +5%
CAS
942
Coppell Advisory Solutions
Texas
$4.6K +$4.91K +133 New
DF
943
Dunhill Financial
United Kingdom
$4.58K +$738 +20 +18%
FMP
944
Financial Management Professionals
Texas
$4K
HGERS
945
Householder Group Estate & Retirement Specialist
Arizona
$4K
GWSG
946
GPS Wealth Strategies Group
Colorado
$3.81K
TIM
947
Thompson Investment Management
Wisconsin
$3.74K
ACA
948
American Capital Advisory
Idaho
$3.52K
AF
949
Arrow Financial
New York
$3.46K
PAG
950
Paladin Advisory Group
Iowa
$3.01K

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.