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Exelon
EXC

Overview Fund Activity

1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$282M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Millennium Management
Millennium Management
New York
+$156M
4
UBS AM
UBS AM
Illinois
+$146M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$237M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$192M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$187M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
926
Rise Advisors
New York
$24.2K +$263 +7 +1%
OIA
927
Optimum Investment Advisors
Illinois
$23.4K – – –
SCM
928
Silvant Capital Management
Georgia
$23.4K – – –
BAM
929
Byrne Asset Management
New Jersey
$23.3K +$4.52K +120 +24%
PCWA
930
Pacific Capital Wealth Advisors
California
$23.2K – – –
AFG
931
Albion Financial Group
Utah
$22.6K – – –
Kayne Anderson Rudnick Investment Management
932
Kayne Anderson Rudnick Investment Management
California
$22.4K +$22K +585 +5,318%
GWP
933
Gen-Wealth Partners
Michigan
$22.4K -$27.8K -739 -55%
PMFA
934
Plante Moran Financial Advisors
Michigan
$22.2K – – –
BGAI
935
Bruce G. Allen Investments
Colorado
$21.8K – – –
WA
936
WPG Advisers
Maryland
$21.2K +$21.2K +562 New
AAP
937
Arax Advisory Partners
Colorado
$20.1K +$16.1K +428 +400%
FP
938
Financial Perspectives
Minnesota
$20.1K +$188 +5 +0.9%
MAM
939
Meeder Asset Management
Ohio
$19.8K +$19.8K +526 New
AIM
940
Anchor Investment Management
South Carolina
$19.8K +$188 +5 +1%
WWP
941
WR Wealth Planners
Missouri
$19.3K -$5.27K -140 -21%
PGAM
942
Princeton Global Asset Management
New Jersey
$19.2K – – –
FFC
943
First Financial Corp
Indiana
$18.8K – – –
RI
944
Ridgewood Investments
New Jersey
$18.8K – – –
BC
945
Barrett & Company
Rhode Island
$18.5K – – –
HBW
946
Hazlett, Burt & Watson
West Virginia
$18K – – –
ETS
947
ESL Trust Services
New York
$17.8K – – –
BL
948
BFSG LLC
California
$17.2K – – –
ST
949
Smithfield Trust
Pennsylvania
$17K – – –
CIAS
950
CBIZ Investment Advisory Services
Ohio
$16.4K +$38 +1 +0.2%
36 37
38
39 40