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919 hedge funds and large institutions have $32.6B invested in Exelon in 2020 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 297 increasing their positions, 320 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 75

98% more call options, than puts

Call options by funds: $183M | Put options by funds: $92.8M

19% more capital invested

Capital invested by funds: $27.5B → $32.6B (+$5.12B)

7% more funds holding

Funds holding: 855919 (+64)

0.23% more ownership

Funds ownership: 110.67%110.9% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 320

Holders
919
Holders Change
+64
Holders Change %
+7.49%
% of All Funds
16.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
155
Increased
297
Reduced
320
Closed
75
Calls
$183M
Puts
$92.8M
Net Calls
+$90.6M
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
426
Baillie Gifford & Co
United Kingdom
$819K
WIS
427
Wright Investors Service
Connecticut
$817K +$132K +4,462 +20%
NSIM
428
North Star Investment Management
Illinois
$813K -$86.6K -2,933 -10%
BCM
429
Bayesian Capital Management
New York
$811K +$794K +26,918 New
EH
430
Employers Holdings
Nevada
$810K
MML Investors Services
431
MML Investors Services
Massachusetts
$804K +$104K +3,531 +15%
LIM
432
Longfellow Investment Management
Massachusetts
$802K +$786K +26,627 New
CIBC World Market
433
CIBC World Market
Ontario, Canada
$792K -$123K -4,179 -14%
SCI
434
Stableford Capital II
Arizona
$787K -$281K -9,515 -27%
FMBTD
435
First Midwest Bank Trust Division
Illinois
$785K -$80.9K -2,742 -10%
SPC
436
Sigma Planning Corp
Michigan
$767K -$30.4K -1,031 -4%
IAA
437
Independent Advisor Alliance
North Carolina
$761K -$13K -439 -2%
ACM
438
Azimuth Capital Management
Michigan
$743K -$76.5K -2,593 -10%
AC
439
Allstate Corporation
Illinois
$739K
LDFR
440
Lehman & Derafelo Financial Resources
Pennsylvania
$730K
CHC
441
City Holding Co
West Virginia
$709K -$93.9K -3,183 -12%
IB
442
Intrust Bank
Kansas
$708K -$18.2K -617 -3%
AF
443
Advisornet Financial
Minnesota
$703K +$53.9K +1,825 +8%
DADC
444
D.A. Davidson & Co
Montana
$702K -$27K -915 -4%
SNT
445
Security National Trust
West Virginia
$690K +$29.6K +1,003 +5%
GVAG
446
Great Valley Advisor Group
Delaware
$688K +$1.5K +51 +0.2%
IAS
447
Investment Advisory Services
Texas
$686K
CPO
448
Cerity Partners OCIO
New York
$683K +$2.33K +79 +0.3%
FTDI
449
First Trust Direct Indexing
Massachusetts
$675K +$662K +22,429 New
BOH
450
Bank of Hawaii
Hawaii
$669K +$3.39K +115 +0.5%

EXC Hedge Fund Activity: Q4 2020 in Review

919 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2020, worth a combined $32.6B — up 19% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new EXC positions and 75 closed out — a net gain of 80 holders — while 297 added to existing stakes and 320 trimmed.

The largest buyer was Capital International Investors, adding an estimated $738M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 919 institutional investors held Exelon (EXC) as of Q4 2020, up from 855 in Q3 2020.
  • Funds reported $32.6B of Exelon stock for Q4 2020, up 19% quarter-over-quarter.
  • 155 funds opened new Exelon positions in Q4 2020 and 75 closed out, a net change of +80 holders.
  • The largest Exelon buyer in Q4 2020 was Capital International Investors, an estimated $738M added.
  • The largest Exelon seller in Q4 2020 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2020.