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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.79B +$119M +3,064,673 +2%
BlackRock
2
BlackRock
New York
$4.1B +$17.8M +459,301 +0.4%
State Street
3
State Street
Massachusetts
$2.26B -$3.57M -91,938 -0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.3B -$1.19B -30,570,932 -47%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.04B +$290M +7,483,873 +37%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$988M +$14.3M +368,505 +1%
Lazard Asset Management
7
Lazard Asset Management
New York
$928M +$25.4M +653,627 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$651M +$214M +5,524,103 +47%
Deutsche Bank
9
Deutsche Bank
Germany
$643M +$66.2M +1,706,184 +11%
Morgan Stanley
10
Morgan Stanley
New York
$632M +$46.7M +1,204,399 +8%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$592M -$41M -1,056,525 -6%
Invesco
12
Invesco
Georgia
$516M +$109M +2,817,174 +26%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$507M -$14.4M -371,563 -3%
Legal & General Group
14
Legal & General Group
United Kingdom
$488M +$4.71M +121,382 +0.9%
UBS AM
15
UBS AM
Illinois
$484M +$150M +3,878,687 +43%
Norges Bank
16
Norges Bank
Norway
$480M +$92.5M +2,383,902 +23%
Northern Trust
17
Northern Trust
Illinois
$422M +$61.2M +1,577,317 +16%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$290M -$16.4M -422,932 -5%
Charles Schwab
19
Charles Schwab
California
$253M +$11M +282,596 +4%
Franklin Resources
20
Franklin Resources
California
$236M -$19.4M -499,545 -7%
Amundi
21
Amundi
France
$235M +$83.8M +2,160,201 +54%
Goldman Sachs
22
Goldman Sachs
New York
$229M +$66M +1,701,109 +39%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$228M -$198M -5,095,613 -46%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$210M +$44.1M +1,136,954 +26%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$173M +$596K +15,376 +0.3%