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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
MA
1026
Mutual Advisors
Nebraska
-$307K -8,162 Closed
IPWA
1027
International Private Wealth Advisors
California
-$284K -7,562 Closed
WA
1028
Waverly Advisors
Alabama
-$267K -7,102 Closed
WCA
1029
Westover Capital Advisors
Delaware
-$256K -6,806 Closed
LFAS
1030
Level Four Advisory Services
Texas
-$243K -6,759 Closed
CIA
1031
Capital Investment Advisors
Georgia
-$249K -6,635 Closed
CT
1032
Chicago Trust
Illinois
-$248K -6,607 Closed
CW
1033
CreativeOne Wealth
Kansas
-$247K -6,587 Closed
BTWM
1034
Baker Tilly Wealth Management
Wisconsin
-$243K -6,473 Closed
VFA
1035
Valeo Financial Advisors
Indiana
-$244K -6,453 Closed
FAIM
1036
Financial Advocates Investment Management
Washington
-$240K -6,385 Closed
TBNY
1037
Trustco Bank (New York)
New York
-$239K -6,353 Closed
LOAMS
1038
Lombard Odier Asset Management (Switzerland)
Switzerland
-$235K -6,263 Closed
Fiera Capital (Canada)
1039
Fiera Capital (Canada)
Quebec, Canada
-$233K -6,200 Closed
CCMG
1040
Clark Capital Management Group
Pennsylvania
-$230K -6,120 Closed
CPA
1041
Court Place Advisors
Maryland
-$226K -6,007 Closed
RCA
1042
Resonant Capital Advisors
Wisconsin
-$220K -5,869 Closed
FHB
1043
First Hawaiian Bank
Hawaii
-$219K -5,816 Closed
CSIC
1044
Clifford Swan Investment Counsel
California
-$217K -5,773 Closed
BJL
1045
Brighton Jones LLC
Washington
-$216K -5,740 Closed
CB
1046
Cadence Bank
Mississippi
-$215K -5,718 Closed
NB
1047
NBT Bank
New York
-$213K -5,663 Closed
CFG
1048
Compton Financial Group
Maryland
-$212K -5,656 Closed
SMC
1049
Smith, Moore & Co
Missouri
-$212K -5,637 Closed
PCA
1050
Pallas Capital Advisors
Massachusetts
-$211K -5,608 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.