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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
PRC
426
Pearl River Capital
Michigan
$777K +$797K +30,007 New
TCA
427
Transcend Capital Advisors
New Jersey
$770K -$99.9K -3,763 -11%
TRCT
428
Tower Research Capital (TRC)
New York
$770K +$516K +19,430 +189%
JFGIW
429
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$760K +$285K +10,720 +58%
KF
430
Krilogy Financial
Missouri
$758K +$53 +2 +0%
AssetMark Inc
431
AssetMark Inc
California
$757K -$371K -13,988 -32%
LS
432
Livforsakringsbolaget Skandia
Sweden
$757K
NIT
433
NumerixS Investment Technologies
British Columbia, Canada
$756K +$678K +25,527 +697%
FMT
434
First Mercantile Trust
Tennessee
$752K -$12.1K -454 -2%
NHC
435
Nicholas Hoffman & Company
Georgia
$749K +$75.9K +2,860 +11%
SPC
436
Sigma Planning Corp
Michigan
$741K -$3K -113 -0.4%
PA
437
Pinnacle Associates
New York
$726K -$42.8K -1,611 -5%
BOPW
438
Brandywine Oak Private Wealth
Pennsylvania
$719K +$27 +1 +0%
HT
439
HighTower Trust
Texas
$715K +$25.4K +957 +4%
BBVA
440
Banco Bilbao Vizcaya Argentaria
Spain
$714K +$263K +9,887 +56%
Baillie Gifford & Co
441
Baillie Gifford & Co
United Kingdom
$704K +$143K +5,380 +25%
EH
442
Employers Holdings
Nevada
$690K +$231K +8,699 +48%
CHC
443
City Holding Co
West Virginia
$671K +$89.5K +3,372 +15%
RIA
444
Regal Investment Advisors
Michigan
$661K +$678K +25,546 New
Cetera Investment Advisers
445
Cetera Investment Advisers
Illinois
$659K +$21K +790 +3%
HSA
446
HBK Sorce Advisory
Pennsylvania
$640K +$10.2K +386 +2%
CBTWT
447
Community Bank & Trust (Waco, Texas)
Texas
$637K -$4.94K -186 -0.8%
RJT
448
Raymond James Trust
Florida
$636K +$33.2K +1,252 +5%
UCFA
449
United Capital Financial Advisors
Texas
$636K +$84.8K +3,194 +15%
LDFR
450
Lehman & Derafelo Financial Resources
Pennsylvania
$627K -$212 -8 -0%

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.