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Exelon
EXC

Overview Fund Activity

998 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 339 increasing their positions, 378 reducing their positions, and 105 closing their positions.

Holders
998
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
14.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
108
Increased
339
Reduced
378
Closed
105
Calls
$154M
Puts
$68.9M
Net Calls
+$85.3M
Net Calls Change
-$98.7M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$1.18B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.96B
3
Franklin Resources
3
Franklin Resources
California
$621M
4
AIP
4
Atlas Infrastructure Partners
United Kingdom
$207M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$444M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$577M
2
State Street
2
State Street
Massachusetts
$2.18B
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$257M
4
ZP
4
Zimmer Partners
New York
$0
5
Amundi
5
Amundi
France
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1051
Achmea Investment Management
Netherlands
– -$324K -9,020 Closed
CAS
1052
CTC Alternative Strategies
Illinois
– -$280K -7,800 Closed
Kovitz Investment Group Partners
1053
Kovitz Investment Group Partners
Illinois
– -$250K -6,952 Closed
AM
1054
AGF Management
Ontario, Canada
– -$246K -6,849 Closed
MFS
1055
Mirabella Financial Services
United Kingdom
– -$244K -6,797 Closed
DCM
1056
DGS Capital Management
New Jersey
– -$242K -6,747 Closed
CIAS
1057
Capital Investment Advisory Services
North Carolina
– -$240K -6,686 Closed
BWG
1058
Beta Wealth Group
California
– -$227K -6,311 Closed
GCM
1059
Graham Capital Management
Connecticut
– -$226K -6,284 Closed
AFT
1060
Alpha Family Trust
California
– -$225K -6,280 Closed
KA
1061
Kovack Advisors
Florida
– -$225K -6,273 Closed
Fisher Asset Management
1062
Fisher Asset Management
Washington
– -$225K -6,255 Closed
CWM
1063
Congress Wealth Management
Massachusetts
– -$220K -6,126 Closed
FB
1064
Fulton Bank
Pennsylvania
– -$217K -6,052 Closed
PPWP
1065
Premier Path Wealth Partners
New Jersey
– -$217K -6,036 Closed
WPC
1066
Wedmont Private Capital
Pennsylvania
– -$219K -5,962 Closed
MC
1067
Maverick Capital
Texas
– -$203K -5,664 Closed
BAM
1068
Blueshift Asset Management
New Jersey
– -$201K -5,601 Closed
WTG
1069
West Tower Group
Virginia
– -$127K -3,538 Closed
APC
1070
Aspire Private Capital
North Carolina
– -$119K -3,323 Closed
SSG
1071
Summit Securities Group
New York
– -$111K -3,080 Closed
APW
1072
Austin Private Wealth
Texas
– -$109K -3,030 Closed
NFA
1073
Northwest Financial Advisors
Virginia
– -$105K -2,926 Closed
GWS
1074
Glassman Wealth Services
Virginia
– -$104K -2,888 Closed
FWM
1075
Focused Wealth Management
New York
– -$87.9K -2,448 Closed
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