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Exelon
EXC

Overview Fund Activity

1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.46%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$282M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Millennium Management
Millennium Management
New York
+$156M
4
UBS AM
UBS AM
Illinois
+$146M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$237M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$192M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$187M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
1001
FPC Investment Advisory
California
$8.16K +$8.16K +204 New
RBC
1002
Roble Belko & Company
Pennsylvania
$8K – – –
UIA
1003
Ulland Investment Advisors
Minnesota
$8K – – –
PPC
1004
Park Place Capital
Alabama
$7.94K -$1.05K -28 -12%
B
1005
Birchbrook
Maine
$7.91K +$7.91K +210 New
TSMHT
1006
Thurston Springer Miller Herd & Titak
Indiana
$7.53K – – –
HFS
1007
Hopwood Financial Services
Virginia
$7.53K +$7.53K +200 New
PSB
1008
Piscataqua Savings Bank
New Hampshire
$7.53K – – –
DPW
1009
DiNuzzo Private Wealth
Pennsylvania
$7.3K -$301 -8 -4%
RCM
1010
Raleigh Capital Management
North Carolina
$7.3K -$1.13K -30 -13%
PG
1011
Proffitt & Goodson
Tennessee
$6.96K – – –
BWL
1012
Bogart Wealth LLC
Virginia
$6.93K – – –
SW
1013
SteelPeak Wealth
California
$6.81K +$6.81K +181 New
JFG
1014
JDM Financial Group
Texas
$6.63K -$979 -26 -13%
BSB
1015
Bangor Savings Bank
Maine
$6.36K – – –
RS
1016
Rakuten Securities
Japan
$6.21K -$2.07K -55 -25%
AWM
1017
Abound Wealth Management
Tennessee
$6.19K -$38 -1 -0.6%
WOC
1018
West Oak Capital
California
$6K – – –
VNA
1019
Valley National Advisers
Pennsylvania
$6K +$168 +5 +3%
OC
1020
Oakworth Capital
Alabama
$5.99K -$15.4K -409 -72%
TFM
1021
TFC Financial Management
Massachusetts
$5.95K +$4.9K +130 +464%
SSG
1022
Summit Securities Group
New York
$5.95K -$40.4K -1,073 -87%
CTA
1023
Colonial Trust Advisors
South Carolina
$5.83K – – –
FMP
1024
Financial Management Professionals
Texas
$5.72K +$1.69K +45 +42%
CW
1025
Curio Wealth
Maryland
$5.68K +$5.68K +151 New
39 40
41
42 43