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877 hedge funds and large institutions have $28.1B invested in Exelon in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 305 increasing their positions, 338 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $96.6M | Put options by funds: $49.4M

1% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 94

0.04% more ownership

Funds ownership: 111.49%111.53% (+0.04%)

0% less funds holding

Funds holding: 881877 (-4)

1% less capital invested

Capital invested by funds: $28.5B → $28.1B (-$378M)

10% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 338

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
877
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
17.98%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
95
Increased
305
Reduced
338
Closed
94
Calls
$96.6M
Puts
$49.4M
Net Calls
+$47.3M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
226
Transform Wealth
Colorado
$5.14M +$466K +17,538 +10%
6M
227
6 Meridian
Kansas
$5.06M -$9.1M -342,718 -64%
MSA
228
Mason Street Advisors
Wisconsin
$5.05M +$15.4K +579 +0.3%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$5.04M -$303K -11,421 -6%
HCMT
230
Highland Capital Management (Tennessee)
Tennessee
$5.04M +$48.9K +1,840 +1%
AIM
231
Achmea Investment Management
Netherlands
$5.03M -$1.62M -61,131 -24%
QI
232
QS Investors
New York
$5.01M -$390K -14,681 -7%
CLOS
233
Compagnie Lombard Odier SCmA
Switzerland
$4.95M -$696K -26,219 -12%
Jane Street
234
Jane Street
New York
$4.92M +$112K +4,209 +2%
FHA
235
First Horizon Advisors
Tennessee
$4.92M +$525K +19,780 +12%
FAF
236
Första AP-fonden
Sweden
$4.89M -$3.83M -144,265 -43%
GAM
237
Gotham Asset Management
New York
$4.89M +$5.02M +188,964 New
MOACM
238
Mutual of America Capital Management
New York
$4.81M +$3.82K +144 +0.1%
HighTower Advisors
239
HighTower Advisors
Illinois
$4.79M -$943K -35,528 -16%
ISL
240
Ingalls & Snyder LLC
New York
$4.73M -$21.5K -810 -0.4%
Macquarie Group
241
Macquarie Group
Australia
$4.72M +$1.37M +51,427 +39%
BFA
242
Bragg Financial Advisors
North Carolina
$4.65M +$279K +10,512 +6%
JMPWA
243
JP Morgan Private Wealth Advisors
California
$4.64M +$311K +11,716 +7%
M&T Bank
244
M&T Bank
New York
$4.52M -$547K -20,605 -11%
NAM
245
Nissay Asset Management
Japan
$4.46M +$39.7K +1,496 +0.9%
PL
246
Perpetual Ltd
Australia
$4.37M +$246K +9,273 +6%
BSPF
247
British Steel Pension Fund
United Kingdom
$4.36M
Calamos Advisors
248
Calamos Advisors
Illinois
$4.34M -$260K -9,784 -6%
WA
249
Wasatch Advisors
Utah
$4.31M -$238K -8,977 -5%
YCM
250
Yaupon Capital Management
New York
$4.28M +$4.39M +165,231 New

EXC Hedge Fund Activity: Q2 2020 in Review

877 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2020, worth a combined $28.1B — down 1.3% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EXC positions and 94 closed out — a net gain of 1 holder — while 305 added to existing stakes and 338 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $628M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 877 institutional investors held Exelon (EXC) as of Q2 2020, down from 881 in Q1 2020.
  • Funds reported $28.1B of Exelon stock for Q2 2020, down 1.3% quarter-over-quarter.
  • 95 funds opened new Exelon positions in Q2 2020 and 94 closed out, a net change of +1 holder.
  • The largest Exelon buyer in Q2 2020 was T. Rowe Price Associates, an estimated $628M added.
  • The largest Exelon seller in Q2 2020 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2020.