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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
NB
276
Norinchukin Bank
Japan
$3.05M -$17.6K -662 -0.6%
Creative Planning
277
Creative Planning
Kansas
$3M -$143K -5,393 -4%
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$2.96M +$187K +7,031 +7%
OIM
279
Opus Investment Management
Massachusetts
$2.96M
VFM
280
Viking Fund Management
North Dakota
$2.94M -$744K -28,040 -20%
BHA
281
Beech Hill Advisors
New York
$2.82M +$259K +9,744 +10%
Nomura Holdings
282
Nomura Holdings
Japan
$2.8M +$2.88M +108,620 New
Cerity Partners
283
Cerity Partners
New York
$2.78M -$5.47K -206 -0.2%
MC
284
Middleton & Co
Massachusetts
$2.73M +$538K +20,254 +24%
II
285
IFM Investors
Australia
$2.71M -$821K -30,914 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
286
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.7M +$957K +36,031 +53%
AIA
287
Affinity Investment Advisors
California
$2.69M -$501K -18,851 -15%
DILIC
288
Dai-ichi Life Insurance Company
Japan
$2.68M -$1.76M -66,128 -39%
EARNEST Partners
289
EARNEST Partners
Georgia
$2.66M +$8.26K +311 +0.3%
EVM
290
Eaton Vance Management
Massachusetts
$2.64M -$135K -5,092 -5%
FCI
291
Financial Counselors Inc
Kansas
$2.61M +$8.23K +310 +0.3%
SLAM
292
Swiss Life Asset Management
$2.53M +$2.11M +79,640 +438%
Assenagon Asset Management
293
Assenagon Asset Management
Luxembourg
$2.45M +$2.51M +94,561 New
TC
294
Teilinger Capital
Texas
$2.41M +$2.48M +93,233 New
EAM
295
Eagle Asset Management
Florida
$2.39M +$18K +679 +0.7%
TA
296
Tiedemann Advisors
New York
$2.39M +$893K +33,643 +57%
CAMG
297
CWA Asset Management Group
Florida
$2.38M -$2.11M -79,628 -46%
NMERB
298
New Mexico Educational Retirement Board
New Mexico
$2.38M +$160K +6,029 +7%
PDN
299
Pensionfund DSM Netherlands
Netherlands
$2.36M
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$2.22M -$141K -5,308 -6%

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.