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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
RA
1051
RFG Advisory
Alabama
-$209K -5,570 Closed
MIM
1052
MTM Investment Management
South Carolina
-$209K -5,568 Closed
GT
1053
Glenview Trust
Kentucky
-$209K -5,562 Closed
BWFA
1054
Baltimore-Washington Financial Advisors
Maryland
-$209K -5,557 Closed
FC
1055
Financial Council
Maryland
-$208K -5,549 Closed
PP
1056
Patten & Patten
Tennessee
-$208K -5,544 Closed
WF
1057
Welch & Forbes
Massachusetts
-$207K -5,516 Closed
BCA
1058
Bay Colony Advisors
Massachusetts
-$207K -5,510 Closed
SWA
1059
Stratos Wealth Advisors
Ohio
-$205K -5,449 Closed
CW
1060
CIC Wealth
Maryland
-$203K -5,393 Closed
QCIG
1061
Quad-Cities Investment Group
Iowa
-$202K -5,367 Closed
BFA
1062
Bill Few Associates
Pennsylvania
-$202K -5,366 Closed
AFG
1063
ABLE Financial Group
Arizona
-$200K -5,327 Closed
CBT
1064
CoreFirst Bank & Trust
Kansas
-$52.8K -1,406 Closed
Group One Trading
1065
Group One Trading
Illinois
-$15.7K -424 Closed
IPW
1066
Impact Partnership Wealth
Georgia
-$11.9K -316 Closed
CCMI
1067
Creative Capital Management Investments
California
-$7.51K -200 Closed
NCM
1068
Northwest Capital Management
Oregon
-$7.14K -190 Closed
CYG
1069
Clean Yield Group
Vermont
-$6.54K -174 Closed
AAP
1070
Arax Advisory Partners
Colorado
-$5.64K -150 Closed
WAS
1071
Winch Advisory Services
Wisconsin
-$4.75K -126 Closed
PB
1072
Pinnacle Bancorp
Nebraska
-$4.17K -111 Closed
SWS
1073
SYSTM Wealth Solutions
Illinois
-$3.91K -104 Closed
TC
1074
Truvestments Capital
Florida
-$3.76K -100 Closed
PO
1075
Private Ocean
California
-$1.43K -38 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.