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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
SM
1001
Sciencast Management
New Jersey
-$1.46M -38,895 Closed
LNC
1002
Lincoln National Corp
Pennsylvania
-$1.43M -38,042 Closed
Fidelity International
1003
Fidelity International
Bermuda
-$1.15M -30,663 Closed
GAA
1004
Global Assets Advisory
Florida
-$750K -27,923 Closed
Two Sigma Advisers
1005
Two Sigma Advisers
New York
-$984K -26,200 Closed
FRM
1006
Fox Run Management
Connecticut
-$824K -21,935 Closed
CIP
1007
Chartwell Investment Partners
Pennsylvania
-$789K -20,998 Closed
QI
1008
Qtron Investments
Massachusetts
-$788K -20,975 Closed
BFM
1009
Boston Financial Management
Massachusetts
-$663K -17,638 Closed
Nomura Holdings
1010
Nomura Holdings
Japan
-$594K -16,083 Closed
CC
1011
Corton Capital
Ontario, Canada
-$570K -15,181 Closed
FWCM
1012
Ferguson Wellman Capital Management
Oregon
-$553K -14,727 Closed
WWA
1013
WCG Wealth Advisors
Nevada
-$546K -14,528 Closed
WCA
1014
Waratah Capital Advisors
Ontario, Canada
-$530K -14,112 Closed
ACM
1015
Alethea Capital Management
Washington
-$493K -13,126 Closed
CIP
1016
Convergence Investment Partners
Florida
-$476K -12,669 Closed
PTC
1017
Petrus Trust Company
Texas
-$449K -11,945 Closed
GA
1018
Geller Advisors
New York
-$374K -9,952 Closed
AH
1019
Addis & Hill
Pennsylvania
-$348K -9,342 Closed
CWA
1020
Centennial Wealth Advisory
Michigan
-$314K -8,368 Closed
SP
1021
Systematic Portfolios
New York
-$313K -8,342 Closed
SFM
1022
Systematic Financial Management
New Jersey
-$312K -8,314 Closed
AIM
1023
Aigen Investment Management
New York
-$311K -8,271 Closed
AC
1024
ASB Consultores
Florida
-$309K -8,229 Closed
TW
1025
Transform Wealth
Colorado
-$309K -8,219 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.