Exelon
EXC
1,007 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 340 increasing their positions, 382 reducing their positions, and 108 closing their positions.
124% more call options, than puts
Call options by funds: $154M | Put options by funds: $68.9M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% more capital invested
Capital invested by funds: $29.6B → $30.8B (+$1.21B)
4% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 108
0.77% less ownership
Funds ownership: 82.92% → 82.15% (-0.77%)
1% less funds holding
Funds holding: 1,017 → 1,007 (-10)
11% less repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 382
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$595M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$527M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$340M |
| 4 |
AIP
Atlas Infrastructure Partners
London,
United Kingdom
|
+$197M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$592M |
| 2 |
State Street
Boston,
Massachusetts
|
-$157M |
| 3 |
Neuberger Berman Group
New York
|
-$141M |
| 4 |
ZP
Zimmer Partners
New York
|
-$138M |
| 5 |
Amundi
Paris,
France
|
-$115M |
EXC Hedge Fund Activity: Q1 2024 in Review
1,007 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2024, worth a combined $30.8B — up 4.1% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new EXC positions and 108 closed out — a net gain of 4 holders — while 340 added to existing stakes and 382 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $595M. The largest seller was Morgan Stanley, cutting an estimated $592M.
- 1,007 institutional investors held Exelon (EXC) as of Q1 2024, down from 1,017 in Q4 2023.
- Funds reported $30.8B of Exelon stock for Q1 2024, up 4.1% quarter-over-quarter.
- 112 funds opened new Exelon positions in Q1 2024 and 108 closed out, a net change of +4 holders.
- The largest Exelon buyer in Q1 2024 was Lazard Asset Management, an estimated $595M added.
- The largest Exelon seller in Q1 2024 was Morgan Stanley, an estimated $592M sold.
Based on aggregated 13F filings for Q1 2024.