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Exelon
EXC

Overview Fund Activity

980 hedge funds and large institutions have $28.6B invested in Exelon in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 351 increasing their positions, 335 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-18
Holders Change %
-1.8%
% of All Funds
14.25%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
91
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 %
Nomura Holdings
1001
Nomura Holdings
Japan
– -$604K -16,083 Closed
CC
1002
Corton Capital
Ontario, Canada
– -$570K -15,181 Closed
FWCM
1003
Ferguson Wellman Capital Management
Oregon
– -$553K -14,727 Closed
WWA
1004
WCG Wealth Advisors
Nevada
– -$546K -14,528 Closed
WCA
1005
Waratah Capital Advisors
Ontario, Canada
– -$530K -14,112 Closed
ACM
1006
Alethea Capital Management
Washington
– -$493K -13,126 Closed
CIP
1007
Convergence Investment Partners
Florida
– -$476K -12,669 Closed
PTC
1008
Petrus Trust Company
Texas
– -$449K -11,945 Closed
GA
1009
Geller Advisors
New York
– -$374K -9,952 Closed
AH
1010
Addis & Hill
Pennsylvania
– -$348K -9,342 Closed
CWA
1011
Centennial Wealth Advisory
Michigan
– -$314K -8,368 Closed
SP
1012
Systematic Portfolios
New York
– -$313K -8,342 Closed
SFM
1013
Systematic Financial Management
New Jersey
– -$312K -8,314 Closed
AIM
1014
Aigen Investment Management
New York
– -$311K -8,271 Closed
AC
1015
ASB Consultores
Florida
– -$309K -8,229 Closed
TW
1016
Transform Wealth
Colorado
– -$309K -8,219 Closed
MA
1017
Mutual Advisors
Nebraska
– -$307K -8,162 Closed
IPWA
1018
International Private Wealth Advisors
California
– -$284K -7,562 Closed
WA
1019
Waverly Advisors
Alabama
– -$267K -7,102 Closed
WCA
1020
Westover Capital Advisors
Delaware
– -$256K -6,806 Closed
LFAS
1021
Level Four Advisory Services
Texas
– -$243K -6,759 Closed
CIA
1022
Capital Investment Advisors
Georgia
– -$249K -6,635 Closed
CT
1023
Chicago Trust
Illinois
– -$248K -6,607 Closed
CW
1024
CreativeOne Wealth
Kansas
– -$247K -6,587 Closed
BTWM
1025
Baker Tilly Wealth Management
Wisconsin
– -$243K -6,473 Closed
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