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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
MTIC
926
Missouri Trust & Investment Company
Missouri
$27.5K +$3.88K +100 +16%
CFB
927
Cullen/Frost Bankers
Texas
$27.1K -$118K -3,043 -81%
FFO
928
Fortitude Family Office
Arizona
$26.6K -$46.8K -1,207 -63%
CWP
929
Concord Wealth Partners
Virginia
$26.5K
SL
930
Salomon & Ludwin
Virginia
$26.3K
MWA
931
Medallion Wealth Advisors
Connecticut
$26.2K +$22K +568 New
HWM
932
Hemington Wealth Management
Virginia
$26K +$582 +15 +2%
AG
933
AmeriFlex Group
Nevada
$24.8K +$24.1K +621 New
BCMLT
934
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.8K -$1.9K -49 -7%
MFT
935
Moisand Fitzgerald Tamayo
Florida
$24.7K
RA
936
Rise Advisors
New York
$24.2K +$272 +7 +1%
OIA
937
Optimum Investment Advisors
Illinois
$23.4K
SCM
938
Silvant Capital Management
Georgia
$23.4K
BAM
939
Byrne Asset Management
New Jersey
$23.3K +$4.66K +120 +24%
PCWA
940
Pacific Capital Wealth Advisors
California
$23.2K
AFG
941
Albion Financial Group
Utah
$22.6K
Kayne Anderson Rudnick Investment Management
942
Kayne Anderson Rudnick Investment Management
California
$22.4K +$22.7K +585 +5,318%
GWP
943
Gen-Wealth Partners
Michigan
$22.4K -$28.7K -739 -55%
PMFA
944
Plante Moran Financial Advisors
Michigan
$22.2K
BGAI
945
Bruce G. Allen Investments
Colorado
$21.8K
WA
946
WPG Advisers
Maryland
$21.2K +$21.8K +562 New
AAP
947
Arax Advisory Partners
Colorado
$20.1K +$16.6K +428 +400%
FP
948
Financial Perspectives
Minnesota
$20.1K +$194 +5 +0.9%
MAM
949
Meeder Asset Management
Ohio
$19.8K +$20.4K +526 New
AIM
950
Anchor Investment Management
South Carolina
$19.8K +$194 +5 +1%

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.