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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
WCA
451
Westover Capital Advisors
Delaware
$625K -$41.5K -1,563 -6%
WCA
452
Windsor Creek Advisors
Vermont
$617K +$633K +23,834 New
FWCM
453
Ferguson Wellman Capital Management
Oregon
$607K +$622K +23,433 New
HI
454
Horizon Investments
North Carolina
$599K +$285K +10,741 +85%
LI
455
Leap Investments
Illinois
$599K +$614K +23,133 New
SNT
456
Security National Trust
West Virginia
$598K +$78K +2,937 +15%
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$594K
GVAG
458
Great Valley Advisor Group
Delaware
$586K +$50.5K +1,902 +9%
IAS
459
Investment Advisory Services
Texas
$585K +$600K +22,588 New
OAM
460
Optimal Asset Management
California
$580K -$1.56M -58,731 -72%
CPO
461
Cerity Partners OCIO
New York
$577K -$13.4K -504 -2%
BBA
462
BLB&B Advisors
Pennsylvania
$569K -$1.41K -53 -0.2%
CCM
463
Cadence Capital Management
Massachusetts
$562K +$58.8K +2,215 +11%
CTC
464
Central Trust Company
Missouri
$561K +$57.7K +2,173 +11%
CII
465
Capital International Inc
California
$559K +$82.1K +3,091 +17%
VIA
466
Vident Investment Advisory
Georgia
$555K -$754K -28,392 -57%
IC
467
Intersect Capital
California
$552K -$52.1K -1,963 -8%
BOH
468
Bank of Hawaii
Hawaii
$550K +$564K +21,252 New
PCM
469
Prelude Capital Management
New York
$549K +$563K +21,191 New
MYAM
470
Meiji Yasuda Asset Management
Japan
$542K +$268K +10,095 +93%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$540K +$6.69K +252 +1%
DADC
472
D.A. Davidson & Co
Montana
$538K -$134K -5,043 -20%
TCM
473
Teza Capital Management
Illinois
$528K +$541K +20,382 New
MML Investors Services
474
MML Investors Services
Massachusetts
$521K +$20K +755 +4%
WA
475
WBH Advisory
Maryland
$521K +$24.5K +923 +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.