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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
CMP
951
Coston McIsaac & Partners
Maine
$3K
FCG
952
Financial Connections Group
California
$3K
PCM
953
Penserra Capital Management
California
$3K
AW
954
Avion Wealth
Texas
$3K +$1.51K +41 +71%
JGIA
955
Jackson Grant Investment Advisers
Connecticut
$2.94K
SC
956
SouthState Corp
Florida
$2.94K +$3.14K +85 New
FW
957
Fairway Wealth
Ohio
$2.87K +$3.06K +83 New
HWP
958
Highline Wealth Partners
California
$2.83K +$37 +1 +1%
RS
959
Rakuten Securities
Japan
$2.77K
TCG
960
Transcendent Capital Group
Oklahoma
$2.53K
UWS
961
Unique Wealth Strategies
Illinois
$2.44K +$2.4K +65 New
RFG
962
RFP Financial Group
Georgia
$2.42K +$2.58K +70 New
FLPIM
963
F.L. Putnam Investment Management
Massachusetts
$2.26K +$2.4K +65 New
GLR
964
Great Lakes Retirement
Ohio
$2.21K +$2.36K +64 New
AIM
965
Anchor Investment Management
South Carolina
$1.94K
GWMI
966
Guardian Wealth Management (Illinois)
Illinois
$1.87K +$37 +1 +2%
DIP
967
DT Investment Partners
Pennsylvania
$1.83K
PIM
968
Plato Investment Management
Australia
$1.52K +$1.62K +44 New
CAC
969
Core Alternative Capital
Georgia
$1.49K
SIC
970
SJS Investment Consulting
Ohio
$1.39K -$37 -1 -2%
AP
971
Aspect Partners
Virginia
$1.38K
ECM
972
Everence Capital Management
Indiana
$1.36K +$376K +10,200 +39%
M
973
MOTCO
Texas
$1.35K
MSG
974
Main Street Group
Virginia
$1.35K -$1.22K -33 -46%
TFM
975
TFC Financial Management
Massachusetts
$1.18K +$185 +5 +17%

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.