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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
VWA
976
Valued Wealth Advisors
Utah
$1.18K
DWA
977
Delos Wealth Advisors
Texas
$1.14K
ACM
978
Anfield Capital Management
California
$1K +$1.07K +29 New
CSWM
979
Cassady Schiller Wealth Management
Ohio
$831
TWD
980
True Wealth Design
Ohio
$762 +$111 +3 +16%
CWM
981
Cedar Wealth Management
California
$761
WOC
982
West Oak Capital
California
$554
WA
983
WestEnd Advisors
North Carolina
$519
Kayne Anderson Rudnick Investment Management
984
Kayne Anderson Rudnick Investment Management
California
$381
FHC
985
First Heartland Consultants
Missouri
$234 -$14.5K -393 -5%
DFA
986
DHJJ Financial Advisors
Illinois
$139
AFWM
987
Abich Financial Wealth Management
Virginia
$138
CJ
988
Caitlin John
Michigan
$35 -$295 -8 -89%
DWM
989
Dogwood Wealth Management
Kansas
$4
TSW
990
Thompson Siegel & Walmsley
Virginia
-$46.3M -1,232,587 Closed
Hudson Bay Capital Management
991
Hudson Bay Capital Management
Connecticut
-$22.3M -594,358 Closed
AIG
992
American International Group
New York
-$14.4M -382,645 Closed
SO
993
STRS Ohio
Ohio
-$9.4M -250,213 Closed
TPSF
994
Texas Permanent School Fund
Texas
-$7.73M -205,721 Closed
CFM
995
Catalyst Funds Management
Australia
-$2.7M -71,800 Closed
MMA
996
Mizuho Markets Americas
New York
-$2.62M -69,770 Closed
LAS
997
Lloyd Advisory Services
Georgia
-$2.22M -59,115 Closed
XT
998
XTX Topco
Cayman Islands
-$1.95M -51,819 Closed
ACG
999
Aventail Capital Group
New York
-$1.61M -42,790 Closed
MLICM
1000
Metropolitan Life Insurance Company (MetLife)
New York
-$1.51M -40,148 Closed

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.