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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
FMBTD
401
First Midwest Bank Trust Division
Illinois
$935K -$30.8K -1,160 -3%
TMAM
402
Tokio Marine Asset Management
Japan
$933K
RCM
403
RNC Capital Management
California
$931K +$98.1K +3,696 +11%
ACM
404
Azimuth Capital Management
Michigan
$909K -$20.5K -771 -2%
SCI
405
Stableford Capital II
Arizona
$908K +$931K +35,064 New
FWIA
406
Fort Washington Investment Advisors
Ohio
$907K -$89.3K -3,365 -9%
LNC
407
Lincoln National Corp
Pennsylvania
$883K -$71K -2,675 -7%
IB
408
Intrust Bank
Kansas
$877K +$5.12K +193 +0.6%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$870K -$205K -7,715 -19%
PT
410
Plimoth Trust
Massachusetts
$860K +$21.3K +804 +2%
BG
411
Bollard Group
Massachusetts
$850K +$372 +14 +0%
MCM
412
MAI Capital Management
Ohio
$844K -$1.18M -44,429 -58%
SF
413
Synovus Financial
Georgia
$843K -$57.8K -2,177 -6%
AC
414
Allstate Corporation
Illinois
$826K -$309K -11,657 -27%
IRF
415
IBM Retirement Fund
New York
$826K -$7.67K -289 -0.9%
V
416
Veritable
Delaware
$821K -$113K -4,251 -12%
WFI
417
West Family Investments
California
$821K
FAAS
418
First Allied Advisory Services
California
$819K -$109K -4,095 -11%
OAM
419
Occidental Asset Management
California
$818K +$23K +867 +3%
CA
420
Cetera Advisors
Colorado
$804K -$67.5K -2,542 -8%
CIBC World Market
421
CIBC World Market
Ontario, Canada
$802K -$328K -12,353 -29%
IAA
422
Independent Advisor Alliance
North Carolina
$794K +$132K +4,984 +19%
AAM
423
Advisors Asset Management
Colorado
$785K -$43.8K -1,651 -5%
NSIM
424
North Star Investment Management
Illinois
$785K -$20.6K -777 -2%
Point72 Asset Management
425
Point72 Asset Management
Connecticut
$780K +$800K +30,115 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.