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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
WANY
451
Wealthspire Advisors (New York)
New York
$663K +$348K +11,796 +115%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$655K -$5.37M -182,125 -89%
MSRPS
453
Maryland State Retirement & Pension System
Maryland
$655K +$653K +22,114 New
WCA
454
Westover Capital Advisors
Delaware
$654K -$11.2K -380 -2%
FWCM
455
Ferguson Wellman Capital Management
Oregon
$651K -$4.96K -168 -0.8%
IC
456
Intersect Capital
California
$646K +$1.42K +48 +0.2%
BBA
457
BLB&B Advisors
Pennsylvania
$646K +$161K +5,452 +34%
MFGM
458
Marshall Financial Group (Maryland)
Maryland
$645K +$632K +21,430 New
PA
459
Pinnacle Associates
New York
$644K -$215K -7,292 -25%
GWM
460
Geneos Wealth Management
Colorado
$642K +$36.4K +1,235 +6%
BOPW
461
Brandywine Oak Private Wealth
Pennsylvania
$635K +$2.77K +94 +0.4%
USGIU
462
U.S. Global Investors (USGI)
Texas
$633K +$621K +21,030 New
CAM
463
Costello Asset Management
Pennsylvania
$627K +$76.2K +2,581 +14%
LS
464
Livforsakringsbolaget Skandia
Sweden
$626K +$190K +6,449 +45%
AT
465
Arden Trust
Delaware
$618K -$207 -7 -0%
CA
466
Cornerstone Advisory
Maryland
$617K +$74.2K +2,515 +14%
AWA
467
AmeriServ Wealth Advisors
Pennsylvania
$609K +$596K +20,210 New
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$602K -$207 -7 -0%
AAS
469
Avantax Advisory Services
Texas
$596K -$739K -25,035 -56%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$594K
IRC
471
Investors Research Corp
Georgia
$589K -$12.4K -420 -2%
EP
472
Eudaimonia Partners
Tennessee
$589K +$59 +2 +0%
MFP
473
Meridian Financial Partners
Virginia
$586K -$16.9K -573 -3%
WA
474
WBH Advisory
Maryland
$570K -$42.6K -1,442 -7%
UCFA
475
United Capital Financial Advisors
Texas
$567K -$56.5K -1,913 -9%

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.