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Exelon
EXC

Overview Fund Activity

1,040 hedge funds and large institutions have $32.7B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 323 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+59
Holders Change %
+6.01%
% of All Funds
15.04%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
136
Increased
403
Reduced
323
Closed
66
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$816M
2
BlackRock
BlackRock
New York
$4.39B
3
Cohen & Steers
Cohen & Steers
New York
$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.04B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$239M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$256M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$21.1M
4
Goldman Sachs
Goldman Sachs
New York
$178M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1001
Arrow Financial
New York
$4.06K – – –
TC
1002
Truvestments Capital
Florida
$4.06K +$4.06K +100 New
FMP
1003
Financial Management Professionals
Texas
$4K – – –
AW
1004
Avion Wealth
Texas
$4K +$780 +24 +24%
ACA
1005
American Capital Advisory
Idaho
$3.97K – – –
PAG
1006
Paladin Advisory Group
Iowa
$3.53K – – –
GIA
1007
GHP Investment Advisors
Colorado
$3.53K +$3.53K +87 New
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$3.45K – – –
AT
1009
Arlington Trust
Alabama
$3.24K +$3.24K +80 New
PCM
1010
Penserra Capital Management
California
$3K +$107 +3 +4%
TCG
1011
Transcendent Capital Group
Oklahoma
$2.99K +$40 +1 +1%
FWM
1012
FSA Wealth Management
Massachusetts
$2.92K +$2.92K +72 New
VWA
1013
Valued Wealth Advisors
Utah
$2.64K +$1.26K +31 +91%
GWM
1014
Guardian Wealth Management
Illinois
$2.23K +$41 +1 +2%
SIC
1015
SJS Investment Consulting
Ohio
$1.79K +$162 +4 +10%
CAC
1016
Core Alternative Capital
Georgia
$1.74K – – –
PFA
1017
Pathway Financial Advisers
Indiana
$1.72K +$1.68K +68,128 +3,979%
AP
1018
Aspect Partners
Virginia
$1.62K – – –
M
1019
MOTCO
Texas
$1.58K – – –
MSG
1020
Main Street Group
Virginia
$1.58K – – –
IWP
1021
IAG Wealth Partners
Wisconsin
$1.22K +$1.22K +30 New
ACM
1022
Anfield Capital Management
California
$1.18K – – –
TFM
1023
TFC Financial Management
Massachusetts
$1.14K -$245 -6 -18%
TWD
1024
True Wealth Design
Ohio
$1.01K +$122 +3 +14%
TFA
1025
Transamerica Financial Advisors
Florida
$1K -$136K -545 -99%
39 40
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