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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 %
RS
951
Rakuten Securities
Japan
$2.77K – – –
TCG
952
Transcendent Capital Group
Oklahoma
$2.53K – – –
UWS
953
Unique Wealth Strategies
Illinois
$2.44K +$2.44K +65 New
RFG
954
RFP Financial Group
Georgia
$2.42K +$2.42K +70 New
FLPIM
955
F.L. Putnam Investment Management
Massachusetts
$2.26K +$2.26K +65 New
GLR
956
Great Lakes Retirement
Ohio
$2.22K +$2.22K +64 New
AIM
957
Anchor Investment Management
South Carolina
$1.94K – – –
GWM
958
Guardian Wealth Management
Illinois
$1.87K +$35 +1 +2%
DIP
959
DT Investment Partners
Pennsylvania
$1.84K – – –
PIM
960
Plato Investment Management
Australia
$1.52K +$1.52K +44 New
CAC
961
Core Alternative Capital
Georgia
$1.49K – – –
SIC
962
SJS Investment Consulting
Ohio
$1.39K -$35 -1 -2%
AP
963
Aspect Partners
Virginia
$1.38K – – –
ECM
964
Everence Capital Management
Indiana
$1.36K +$383 +10,200 +39%
M
965
MOTCO
Texas
$1.35K – – –
MSG
966
Main Street Group
Virginia
$1.35K -$1.14K -33 -46%
TFM
967
TFC Financial Management
Massachusetts
$1.18K +$174 +5 +17%
VWA
968
Valued Wealth Advisors
Utah
$1.18K – – –
DWA
969
Delos Wealth Advisors
Texas
$1.14K – – –
ACM
970
Anfield Capital Management
California
$1K +$1K +29 New
CSWM
971
Cassady Schiller Wealth Management
Ohio
$831 – – –
TWD
972
True Wealth Design
Ohio
$762 +$104 +3 +16%
CWM
973
Cedar Wealth Management
California
$761 – – –
WOC
974
West Oak Capital
California
$554 – – –
WA
975
WestEnd Advisors
North Carolina
$519 – – –
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