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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
RCM
301
Radnor Capital Management
Pennsylvania
$2.22M +$28.9K +1,087 +1%
HAG
302
HighPoint Advisor Group
Illinois
$2.2M -$18.9K -712 -0.9%
CA
303
Cornerstone Advisors
North Carolina
$2.18M
PAG
304
Private Advisor Group
New Jersey
$2.08M +$26.8K +1,010 +1%
ZIG
305
Zurich Insurance Group
Switzerland
$2.06M +$2.12M +79,774 New
AB
306
Amalgamated Bank
New York
$2.05M -$3.21M -120,798 -60%
SIM
307
Sentry Investment Management
Wisconsin
$2.04M -$179K -6,737 -8%
COPPSERS
308
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.02M -$238K -8,956 -10%
Millennium Management
309
Millennium Management
New York
$1.99M +$2.04M +76,900 New
KRS
310
Kentucky Retirement Systems
Kentucky
$1.97M -$452K -17,027 -18%
SAM
311
Sompo Asset Management
Japan
$1.96M -$607K -22,852 -23%
NMIMC
312
Northwestern Mutual Investment Management Company
Wisconsin
$1.94M -$8.57M -322,791 -81%
SI
313
Stephens Inc
Arkansas
$1.94M +$149K +5,614 +8%
FIB
314
First Interstate Bank
Montana
$1.94M -$13.4K -506 -0.7%
WA
315
WealthTrust Axiom
Pennsylvania
$1.9M +$83.1K +3,131 +4%
WC
316
Wexford Capital
Florida
$1.89M +$1.94M +73,041 New
SPIA
317
Steward Partners Investment Advisory
New York
$1.89M +$853K +32,134 +79%
NCM
318
Narwhal Capital Management
Georgia
$1.85M -$44.7K -1,682 -2%
IMRF
319
Illinois Municipal Retirement Fund
Illinois
$1.84M +$666K +25,085 +54%
UOC
320
UBS O'Connor
Illinois
$1.81M +$1.86M +70,100 New
Marshall Wace
321
Marshall Wace
United Kingdom
$1.79M -$662K -24,915 -26%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$1.79M -$45.6K -1,716 -2%
ATIA
323
American Trust Investment Advisors
New Hampshire
$1.79M +$1.83M +69,013 New
RWM
324
RBA Wealth Management
California
$1.77M +$49.8K +1,876 +3%
CCWA
325
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.76M +$1.8M +67,874 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.