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Exelon
EXC

Overview Fund Activity

998 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 339 increasing their positions, 378 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
14.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
108
Increased
339
Reduced
378
Closed
105
Calls
$154M
Puts
$68.9M
Net Calls
+$85.3M
Net Calls Change
-$98.7M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$1.18B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.96B
3
Franklin Resources
Franklin Resources
California
$621M
4
AIP
Atlas Infrastructure Partners
United Kingdom
$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$444M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$577M
2
State Street
State Street
Massachusetts
$2.18B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$257M
4
ZP
Zimmer Partners
New York
$0
5
Amundi
Amundi
France
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
976
MOTCO
Texas
$1.47K -$38 -1 -3%
PO
977
Private Ocean
California
$1.43K – – –
VWA
978
Valued Wealth Advisors
Utah
$1.28K -$451 -12 -26%
DWA
979
Delos Wealth Advisors
Texas
$1.24K +$676 +18 +120%
WWM
980
Wolff Wiese Magana
California
$1.13K +$1.13K +30 New
TFM
981
TFC Financial Management
Massachusetts
$1.1K +$227 +6 +26%
FRA
982
Frank Rimerman Advisors
California
$1.05K – – –
VF
983
VitalStone Financial
Texas
$1K -$1.86K -54 -65%
WOC
984
West Oak Capital
California
$1K – – –
ECM
985
Everence Capital Management
Indiana
$977 – – –
CSWM
986
Cassady Schiller Wealth Management
Ohio
$902 +$902 +24 New
CWM
987
Cedar Wealth Management
California
$827 -$413 -11 -33%
BHWM
988
Beaird Harris Wealth Management
Texas
$714 -$5.45K -145 -88%
TWD
989
True Wealth Design
Ohio
$714 +$301 +8 +73%
FSWA
990
Financial Synergies Wealth Advisors
Texas
$677 – – –
FGAM
991
Financial Gravity Asset Management
Texas
$610 +$610 +16 New
WA
992
WestEnd Advisors
North Carolina
$564 +$38 +1 +7%
Kayne Anderson Rudnick Investment Management
993
Kayne Anderson Rudnick Investment Management
California
$413 – – –
CAM
994
ClariVest Asset Management
California
$410 -$75 -2 -15%
CJ
995
Caitlin John
Michigan
$344 -$76 -2 -18%
DFA
996
DHJJ Financial Advisors
Illinois
$151 – – –
AFWM
997
Abich Financial Wealth Management
Virginia
$150 +$150 +4 New
MAWCM
998
Mine & Arao Wealth Creation & Management
California
$76 +$76 +2 New
DWM
999
Dogwood Wealth Management
Kansas
$4 -$7 – –
ZP
1000
Zimmer Partners
New York
– -$138M -3,834,120 Closed
38 39
40
41 42