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1,051 hedge funds and large institutions have $33.2B invested in Exelon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 407 increasing their positions, 326 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

111% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 65

81% more call options, than puts

Call options by funds: $166M | Put options by funds: $92M

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 326

16% more capital invested

Capital invested by funds: $28.7B → $33.2B (+$4.5B)

6% more funds holding

Funds holding: 9891,051 (+62)

0.95% less ownership

Funds ownership: 82.84%81.89% (-0.95%)

Holders
1,051
Holders Change
+62
Holders Change %
+6.27%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
137
Increased
407
Reduced
326
Closed
65
Calls
$166M
Puts
$92M
Net Calls
+$74M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1001
Sound Income Strategies
Florida
$5.55K
TVWM
1002
Tower View Wealth Management
Wisconsin
$5.43K
CAM
1003
Creekmur Asset Management
Illinois
$5.37K -$75 -2 -1%
RWM
1004
Ruedi Wealth Management
Illinois
$5.15K -$226 -6 -5%
HGERS
1005
Householder Group Estate & Retirement Specialist
Arizona
$5K
GWSG
1006
GPS Wealth Strategies Group
Colorado
$4.46K
TIM
1007
Thompson Investment Management
Wisconsin
$4.38K
ABWM
1008
Alpine Bank Wealth Management
Colorado
$4.34K +$4.02K +107 New
AAP
1009
Arax Advisory Partners
Colorado
$4.34K +$4.02K +107 New
HWP
1010
Highline Wealth Partners
California
$4.32K +$902 +24 +29%
AF
1011
Arrow Financial
New York
$4.05K
TC
1012
Truvestments Capital
Florida
$4.05K +$3.76K +100 New
FMP
1013
Financial Management Professionals
Texas
$4K
AW
1014
Avion Wealth
Texas
$4K +$902 +24 +24%
ACA
1015
American Capital Advisory
Idaho
$3.97K
PAG
1016
Paladin Advisory Group
Iowa
$3.53K
GIA
1017
GHP Investment Advisors
Colorado
$3.53K +$3.27K +87 New
JGIA
1018
Jackson Grant Investment Advisers
Connecticut
$3.45K
AT
1019
Arlington Trust
Alabama
$3.24K +$3.01K +80 New
PCM
1020
Penserra Capital Management
California
$3K +$113 +3 +4%
TCG
1021
Transcendent Capital Group
Oklahoma
$2.99K +$38 +1 +1%
FWM
1022
FSA Wealth Management
Massachusetts
$2.92K +$2.71K +72 New
VWA
1023
Valued Wealth Advisors
Utah
$2.64K +$1.17K +31 +91%
GWMI
1024
Guardian Wealth Management (Illinois)
Illinois
$2.23K +$38 +1 +2%
SIC
1025
SJS Investment Consulting
Ohio
$1.78K +$150 +4 +10%