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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
CAC
1026
Core Alternative Capital
Georgia
$1.74K
PFA
1027
Pathway Financial Advisers
Indiana
$1.72K +$2.56M +68,128 +3,979%
AP
1028
Aspect Partners
Virginia
$1.62K
MSG
1029
Main Street Group
Virginia
$1.58K
M
1030
MOTCO
Texas
$1.58K
IWP
1031
IAG Wealth Partners
Wisconsin
$1.22K +$1.13K +30 New
ACM
1032
Anfield Capital Management
California
$1.18K
TFM
1033
TFC Financial Management
Massachusetts
$1.14K -$226 -6 -18%
TWD
1034
True Wealth Design
Ohio
$1.01K +$113 +3 +14%
TFA
1035
Transamerica Financial Advisors
Florida
$1K -$20.5K -545 -99%
CSWM
1036
Cassady Schiller Wealth Management
Ohio
$973
CWM
1037
Cedar Wealth Management
California
$892
WA
1038
WestEnd Advisors
North Carolina
$568 -$38 -1 -7%
CA
1039
Claris Advisors
Missouri
$487 +$451 +12 New
VAMG
1040
Voisard Asset Management Group
Michigan
$447 +$414 +11 New
Kayne Anderson Rudnick Investment Management
1041
Kayne Anderson Rudnick Investment Management
California
$446
RWM
1042
Reston Wealth Management
Virginia
$284 +$263 +7 New
CAM
1043
Chesapeake Asset Management
New York
$202 +$188 +5 New
DFA
1044
DHJJ Financial Advisors
Illinois
$163
CAS
1045
Coppell Advisory Solutions
Texas
$162 -$4.85K -129 -97%
WBC
1046
West Branch Capital
Massachusetts
$45 +$38 +1 New
MFG
1047
Mendota Financial Group
Wisconsin
$41 +$38 +1 New
MAM
1048
Morse Asset Management
Connecticut
$41 +$38 +1 New
WOC
1049
West Oak Capital
California
$6
DWM
1050
Dogwood Wealth Management
Kansas
$5