Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exelon Corp (EXC)

1K + Investors. Track Smart Money conviction in EXC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — EXC

Based on 1294 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added EXC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,294 hedge funds hold EXC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+129 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

711 buying507 selling
Last quarter: 711 funds bought or added vs 507 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 123 → 178 → 161 → 128. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
860 out of 1,294 hedge funds have held EXC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~128 new funds/quarter

127 → 123 → 178 → 161 → 128 new funds/Q
New funds entering each quarter: 123 → 178 → 161 → 128. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 1,323 holders: 920 (70%) are 2+ year veterans, 156 entered 1–2 years ago, and 247 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
70 of 1288 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EXC

In 2026 Q2, 711 hedge funds were net buyers of EXC (128 opened a new position, 583 added to an existing one), while 507 reduced or exited (388 trimmed, 119 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in EXC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 1294.

Hedge Fund Ownership: EXC

How many hedge funds hold EXC — quarterly history vs. share price
Quarterly hedge fund ownership of EXC vs. share price

Market Analysis: EXC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 2 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: EXC
2026 Q3 Stats Unlock in 16 days 1K + Investors

Track Smart Money conviction in EXC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1278 1285 -0.54%
13F Shares 948M 908M 4.31%
Total Value $43.51B $43.79B -0.63%
New Positions 127 161 -34
Increased Positions 568 512 +56
Closed Positions 128 119 +9
Reduced Positions 380 390 -10
Total Calls 17 24 -29.17%
Total Puts 18 20 -10.0%
PUT/CALL Ratio 1.06 0.83 Neutral

Statistics: EXC

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EXC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EXC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ATLAS Infrastructure Partners (UK) Ltd. 10.96% 7,750,912 $361.3M
2 Longboard Asset Management, LP 3.41% 4,366 $204K
3 ANTIPODES PARTNERS Ltd 3.40% 3,976,576 $185.4M
4 Garton & Associates Financial Advisors LLC 3.05% 28,909 $1.3M
5 RWC Asset Management LLP 2.81% 1,592,781 $74.3M
6 Lazard Asset Management LLC 2.27% 32,169,502 $1.50B
7 Miller Howard Investments Inc /Ny 2.00% 1,620,430 $75.5M
8 GQG Partners LLC 1.72% 19,796,580 $922.9M
9 Foresight Group Ltd Liability Partnership 1.67% 198,415 $9.3M
10 Ostrum Asset Management 1.52% 676,350 $31.5M
11 Liontrust Investment Partners LLP 1.44% 2,096,030 $97.7M
12 Opus Investment Management Inc 1.43% 56,000 $2.6M
13 Kettle Hill Capital Management, LLC 1.26% 109,642 $5.1M
14 Slagle Financial, LLC 1.20% 86,163 $4.0M
15 Magellan Asset Management Ltd 1.20% 1,152,083 $53.7M
16 Lionhunter Capital Management, LLC 1.19% 56,700 $2.6M
17 Ontario Teachers Pension Plan Board 1.14% 3,852,951 $179.6M
18 Te Ahumairangi Investment Management Ltd 1.13% 150,863 $7.0M
19 Trinity Legacy Partners, LLC 1.13% 120,809 $5.7M
20 Providence Wealth Advisors, LLC 1.12% 40,334 $1.9M
21 J. Safra Sarasin Holding AG 0.96% 1,381,618 $67.2M
22 Stance Capital LLC 0.95% 66,556 $3.1M
23 Heartland Advisors Inc 0.91% 437,106 $20.4M
24 Van Hulzen Asset Management, LLC 0.89% 267,381 $12.5M
25 Maryland State Retirement & Pension System 0.82% 1,023,282 $47.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Exelon Corp (EXC)

What does the Smart Money Trend signal show for EXC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EXC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EXC?

Slight buying edge — 58% buying: Last quarter: 711 funds bought or added vs 507 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EXC holders?

Elite ownership — 61% AUM from top-100 funds: 70 of 1288 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXC?

66% of holders stayed for 2+ years: 860 out of 1,294 hedge funds have held EXC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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