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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
Charles Schwab
26
Charles Schwab
California
$201M -$8.66M -326,308 -4%
PG
27
Pendal Group
Australia
$183M +$84.1M +3,168,096 +81%
UBS AM
28
UBS AM
Illinois
$168M -$12.3M -464,531 -7%
Bank of America
29
Bank of America
North Carolina
$160M +$31.7M +1,194,348 +24%
PPA
30
Parametric Portfolio Associates
Washington
$154M -$900K -33,881 -0.6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$154M -$148M -5,575,137 -48%
Canada Life
32
Canada Life
Manitoba, Canada
$149M -$7.5M -282,472 -5%
Prudential Financial
33
Prudential Financial
New Jersey
$149M +$1.32M +49,654 +0.9%
Morgan Stanley
34
Morgan Stanley
New York
$147M +$24.7M +929,144 +20%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$144M -$971K -36,583 -0.7%
Capital Research Global Investors
36
Capital Research Global Investors
California
$143M +$681K +25,662 +0.5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$140M +$3M +112,861 +2%
Goldman Sachs
38
Goldman Sachs
New York
$134M -$7.3M -274,941 -5%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$120M +$1.07M +40,181 +0.9%
ClearBridge Investments
40
ClearBridge Investments
New York
$114M -$2.32M -87,493 -2%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$107M +$15.1M +569,853 +16%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$98.6M +$908K +34,181 +0.9%
Victory Capital Management
43
Victory Capital Management
Texas
$94M -$87.1M -3,280,593 -47%
APG Asset Management
44
APG Asset Management
Netherlands
$93.3M -$4.74M -178,355 -4%
Swedbank
45
Swedbank
Sweden
$89.6M -$20.1M -758,740 -18%
Wells Fargo
46
Wells Fargo
California
$88.9M +$9.78M +368,517 +12%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$88.2M +$73.5K +2,769 +0.1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$87.9M +$9.26M +348,677 +11%
AAMU
49
Amundi Asset Management US
Massachusetts
$87.5M +$23.4M +879,810 +35%
CM
50
Corvex Management
New York
$78.8M +$80.8M +3,042,857 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.