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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
PP
251
Paloma Partners
Connecticut
$4.22M +$3.82M +144,040 +761%
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
$4.11M +$202K +7,618 +5%
CS
253
Candriam SCA
Luxembourg
$4.06M -$1.26M -47,582 -23%
TCM
254
Twin Capital Management
Pennsylvania
$4.04M -$100K -3,766 -2%
PSP
255
Principal Street Partners
Tennessee
$3.99M -$1.36M -51,222 -25%
SAM
256
Shell Asset Management
Netherlands
$3.96M -$2.9M -109,305 -42%
MNBTD
257
Moody National Bank Trust Division
Texas
$3.88M -$15.7K -591 -0.4%
SB
258
Simmons Bank
Arkansas
$3.87M +$191K +7,190 +5%
Truist Financial
259
Truist Financial
North Carolina
$3.86M -$226K -8,508 -5%
HIMCH
260
Hartford Investment Management Co (HIMCO)
Connecticut
$3.84M -$2.61M -98,157 -40%
FAB
261
First American Bank
Illinois
$3.81M +$82.5K +3,108 +2%
PA
262
Profund Advisors
Maryland
$3.75M -$231K -8,710 -6%
ANI
263
American National Insurance
Texas
$3.7M
SIP
264
Stoneridge Investment Partners
Pennsylvania
$3.67M +$1.06M +39,923 +39%
RIM
265
Redpoint Investment Management
Australia
$3.66M +$75.9K +2,858 +2%
Rafferty Asset Management
266
Rafferty Asset Management
New York
$3.64M +$1.16M +43,645 +45%
B
267
BP
United Kingdom
$3.52M -$4.47M -168,240 -55%
CSS
268
Cubist Systematic Strategies
Connecticut
$3.49M +$971K +36,556 +37%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$3.39M -$965K -36,353 -22%
SCM
270
Symons Capital Management
Pennsylvania
$3.36M +$3.44M +129,724 New
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M -$411K -15,492 -11%
FM
272
Foster & Motley
Ohio
$3.31M +$582K +21,937 +21%
SCM
273
Shelton Capital Management
Colorado
$3.23M
KOCAA
274
Knights of Columbus Asset Advisors
Connecticut
$3.13M -$28.1K -1,057 -0.9%
SL
275
Summitry LLC
California
$3.06M +$287K +10,815 +10%

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.