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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 %
SP
1076
Symmetry Partners
Connecticut
– -$261K -7,550 Closed
EFS
1077
Essex Financial Services
Connecticut
– -$279K -7,425 Closed
UF
1078
Univest Financial
Pennsylvania
– -$254K -7,345 Closed
BA
1079
Bridgewater Associates
Connecticut
– -$248K -7,154 Closed
CT
1080
Coastline Trust
Rhode Island
– -$247K -7,150 Closed
SB
1081
Strategic Blueprint
Georgia
– -$244K -7,064 Closed
MM
1082
MQS Management
New York
– -$238K -6,880 Closed
AWM
1083
Accel Wealth Management
Iowa
– -$217K -6,278 Closed
NOI
1084
Newton One Investments
Delaware
– -$158K -4,578 Closed
GI
1085
Gradient Investments
Minnesota
– -$146K -4,223 Closed
OWA
1086
Opal Wealth Advisors
New York
– -$136K -3,925 Closed
WFS
1087
Widmann Financial Services
Maryland
– -$101K -2,928 Closed
EC
1088
EntryPoint Capital
New York
– -$71.6K -2,070 Closed
RWMG
1089
Redwood Wealth Management Group
New Jersey
– -$70.8K -2,046 Closed
ATPW
1090
Ashton Thomas Private Wealth
Arizona
– -$40.5K -1,171 Closed
RFA
1091
Register Financial Advisors
Georgia
– -$24.2K -700 Closed
LTI
1092
Laffer Tengler Investments
Tennessee
– -$19K -550 Closed
TFF
1093
The Family Firm
Maryland
– -$13.1K -379 Closed
SIM
1094
Studio Investment Management
Illinois
– -$10.4K -300 Closed
EC
1095
EdgeRock Capital
Colorado
– -$8.89K -257 Closed
WIA
1096
Wetzel Investment Advisors
Indiana
– -$9.51K -253 Closed
ATC
1097
Advantage Trust Company
Kansas
– -$5.81K -168 Closed
FCG
1098
Financial Connections Group
California
– -$3K -93 Closed
SC
1099
SouthState Corp
Florida
– -$2.94K -85 Closed
FW
1100
Fairway Wealth
Ohio
– -$2.87K -83 Closed
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