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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 %
CSWM
1026
Cassady Schiller Wealth Management
Ohio
$973 – – –
CWM
1027
Cedar Wealth Management
California
$892 – – –
WA
1028
WestEnd Advisors
North Carolina
$568 -$41 -1 -7%
CA
1029
Claris Advisors
Missouri
$487 +$487 +12 New
VAMG
1030
Voisard Asset Management Group
Michigan
$447 +$447 +11 New
Kayne Anderson Rudnick Investment Management
1031
Kayne Anderson Rudnick Investment Management
California
$446 – – –
RWM
1032
Reston Wealth Management
Virginia
$284 +$284 +7 New
DFA
1033
DHJJ Financial Advisors
Illinois
$163 – – –
CAS
1034
Coppell Advisory Solutions
Texas
$162 -$5.23K -129 -97%
WBC
1035
West Branch Capital
Massachusetts
$45 +$45 +1 New
MFG
1036
Mendota Financial Group
Wisconsin
$41 +$41 +1 New
MAM
1037
Morse Asset Management
Connecticut
$41 +$41 +1 New
WOC
1038
West Oak Capital
California
$6 – – –
DWM
1039
Dogwood Wealth Management
Kansas
$5 -$4 – –
CMP
1040
Coston McIsaac & Partners
Maine
$3 – – –
Norges Bank
1041
Norges Bank
Norway
– -$351M -10,146,069 Closed
PL
1042
Perpetual Ltd
Australia
– -$99.3M -2,870,209 Closed
SCP
1043
Soroban Capital Partners
New York
– -$74.7M -2,158,129 Closed
TC
1044
TwinBeech Capital
New York
– -$58.1M -1,677,456 Closed
MME
1045
Meag Munich Ergo
Germany
– -$42.2M -1,219,088 Closed
ACM
1046
Aquatic Capital Management
Illinois
– -$12.3M -355,800 Closed
SGM
1047
Seven Grand Managers
New York
– -$8.65M -250,000 Closed
TPSF
1048
Texas Permanent School Fund
Texas
– -$5.69M -164,522 Closed
AAF
1049
Andra AP-fonden
Sweden
– -$4.78M -138,100 Closed
MF
1050
Magnetar Financial
Illinois
– -$4.64M -134,059 Closed
40 41
42
43 44