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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
JIR
376
James Investment Research
Ohio
$1.15M -$126K -4,739 -10%
CAL
377
Capital Analysts LLC
Pennsylvania
$1.15M -$10.9K -410 -0.9%
CBB
378
Citizens Business Bank
California
$1.14M +$18.6K +701 +2%
CI
379
Cigna Investments
Connecticut
$1.14M +$150K +5,667 +15%
Boston Partners
380
Boston Partners
Massachusetts
$1.12M
HF
381
HRT Financial
New York
$1.12M +$1.15M +43,156 New
LIA
382
LS Investment Advisors
Michigan
$1.11M -$855K -32,203 -43%
IAIM
383
International Assets Investment Management
Florida
$1.11M -$46.2K -1,740 -4%
AWM
384
AE Wealth Management
Kansas
$1.1M -$1.01M -37,960 -47%
AP
385
Advisor Partners
California
$1.1M +$354K +13,351 +46%
HSA
386
Hussman Strategic Advisors
Maryland
$1.09M -$372K -14,020 -25%
CIS
387
Capital International Sarl
California
$1.05M +$80.1K +3,016 +8%
HNB
388
Huntington National Bank
Ohio
$1.05M -$54.1K -2,037 -5%
Capstone Investment Advisors
389
Capstone Investment Advisors
New York
$1.04M +$1.07M +40,345 New
CIM
390
CIM Investment Management
Pennsylvania
$1.03M +$420K +15,833 +66%
LFAS
391
Level Four Advisory Services
Texas
$1.02M +$202K +7,596 +24%
PAM
392
Paradigm Asset Management
New York
$1.01M -$100K -3,785 -9%
AWC
393
Abundance Wealth Counselors
Pennsylvania
$1.01M +$715K +26,917 +225%
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$998K -$1.36M -51,385 -58%
S
395
Seeyond
France
$996K -$1.26M -47,532 -55%
SGCA
396
Steel Grove Capital Advisors
Tennessee
$986K -$106K -3,989 -9%
LPIC
397
LeJeune Puetz Investment Counsel
Michigan
$973K
CNBT
398
Cornerstone National Bank & Trust
Illinois
$964K +$35M +1,316,597 +3,774%
MERSOM
399
Municipal Employees' Retirement System of Michigan
Michigan
$958K -$564K -21,240 -36%
HCA
400
Harbour Capital Advisors
Virginia
$955K +$5.23K +197 +0.5%

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.