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1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,0511,100 (+49)

0.39% less ownership

Funds ownership: 81.89%81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
P
1151
Pitcairn
Pennsylvania
-$229K -5,646 Closed
MIM
1152
MTM Investment Management
South Carolina
-$224K -5,568 Closed
SC
1153
Scotia Capital
Ontario, Canada
-$224K -5,528 Closed
PP
1154
Patten & Patten
Tennessee
-$224K -5,524 Closed
CA
1155
Calton & Associates
Florida
-$222K -5,466 Closed
RA
1156
RFG Advisory
Alabama
-$221K -5,459 Closed
SFS
1157
Stiles Financial Services
Minnesota
-$213K -5,252 Closed
CCA
1158
Clearwater Capital Advisors
Illinois
-$210K -5,180 Closed
EWS
1159
Eagle Wealth Strategies
New Jersey
-$207K -5,106 Closed
BFA
1160
Bill Few Associates
Pennsylvania
-$206K -5,085 Closed
TLFA
1161
True Link Financial Advisors
California
-$206K -5,082 Closed
CPA
1162
Court Place Advisors
Maryland
-$205K -5,057 Closed
MWM
1163
Marietta Wealth Management
Georgia
-$203K -5,000 Closed
APW
1164
Aurora Private Wealth
New Jersey
-$202K -4,979 Closed
GIA
1165
Gateway Investment Advisers
Ohio
-$202K -4,978 Closed
BIM
1166
Baldwin Investment Management
Pennsylvania
-$201K -4,950 Closed
RP
1167
Rice Partnership
Hawaii
-$200K -4,933 Closed
SIM
1168
Sentry Investment Management
Wisconsin
-$190K -4,682 Closed
KC
1169
Kepos Capital
New York
-$163K -4,022 Closed
MWA
1170
MFA Wealth Advisors
Pennsylvania
-$118K -2,917 Closed
AA
1171
Alta Advisers
United Kingdom
-$114K -2,800 Closed
NFA
1172
Northwest Financial Advisors
Virginia
-$80.4K -1,982 Closed
WPWM
1173
Western Pacific Wealth Management
Illinois
-$80.1K -1,975 Closed
PS
1174
Planned Solutions
California
-$73.6K -1,814 Closed
JIP
1175
Jaffetilchin Investment Partners
Florida
-$68.4K -1,686 Closed