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Exelon
EXC

Overview Fund Activity

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

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-17
Holders Change %
-1.7%
% of All Funds
14.27%
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
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 %
VFA
1026
Valeo Financial Advisors
Indiana
– -$244K -6,453 Closed
FAIM
1027
Financial Advocates Investment Management
Washington
– -$240K -6,385 Closed
TBNY
1028
Trustco Bank (New York)
New York
– -$239K -6,353 Closed
LOAMS
1029
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$235K -6,263 Closed
Fiera Capital (Canada)
1030
Fiera Capital (Canada)
Quebec, Canada
– -$233K -6,200 Closed
CCMG
1031
Clark Capital Management Group
Pennsylvania
– -$230K -6,120 Closed
CPA
1032
Court Place Advisors
Maryland
– -$226K -6,007 Closed
RCA
1033
Resonant Capital Advisors
Wisconsin
– -$220K -5,869 Closed
FHB
1034
First Hawaiian Bank
Hawaii
– -$219K -5,816 Closed
CSIC
1035
Clifford Swan Investment Counsel
California
– -$217K -5,773 Closed
BJL
1036
Brighton Jones LLC
Washington
– -$216K -5,740 Closed
CB
1037
Cadence Bank
Mississippi
– -$215K -5,718 Closed
NB
1038
NBT Bank
New York
– -$213K -5,663 Closed
CFG
1039
Compton Financial Group
Maryland
– -$212K -5,656 Closed
SMC
1040
Smith, Moore & Co
Missouri
– -$212K -5,637 Closed
PCA
1041
Pallas Capital Advisors
Massachusetts
– -$211K -5,608 Closed
RA
1042
RFG Advisory
Alabama
– -$209K -5,570 Closed
MIM
1043
MTM Investment Management
South Carolina
– -$209K -5,568 Closed
GT
1044
Glenview Trust
Kentucky
– -$209K -5,562 Closed
BWFA
1045
Baltimore-Washington Financial Advisors
Maryland
– -$209K -5,557 Closed
FC
1046
Financial Council
Maryland
– -$208K -5,549 Closed
PP
1047
Patten & Patten
Tennessee
– -$208K -5,544 Closed
WF
1048
Welch & Forbes
Massachusetts
– -$207K -5,516 Closed
BCA
1049
Bay Colony Advisors
Massachusetts
– -$207K -5,510 Closed
SWA
1050
Stratos Wealth Advisors
Ohio
– -$205K -5,449 Closed
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