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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
AF
476
Advisornet Financial
Minnesota
$520K +$1.57K +59 +0.3%
IRC
477
Investors Research Corp
Georgia
$517K
AT
478
Arden Trust
Delaware
$506K +$1.54K +58 +0.3%
SBH
479
Segall Bryant & Hamill
Illinois
$504K -$120K -4,520 -19%
JWCA
480
J.W. Cole Advisors
Florida
$504K +$517K +19,464 New
CI
481
Conning Inc
Connecticut
$503K -$17.4K -656 -3%
AIL
482
AGF Investments LLC
Ontario, Canada
$503K +$258K +9,710 +100%
WIP
483
Wellesley Investment Partners
Massachusetts
$502K -$130K -4,899 -20%
NICM
484
Neo Ivy Capital Management
New York
$499K +$302K +11,383 +144%
EP
485
Eudaimonia Partners
Tennessee
$496K +$106 +4 +0%
RIM
486
Rampart Investment Management
Connecticut
$493K +$206K +7,763 +69%
AAS
487
Avantax Advisory Services
Texas
$492K +$88.8K +3,344 +21%
CAM
488
ClariVest Asset Management
California
$491K
SSA
489
Schonfeld Strategic Advisors
New York
$488K -$948K -35,692 -65%
GWM
490
Geneos Wealth Management
Colorado
$485K +$23.8K +895 +5%
WAP
491
Wealthcare Advisory Partners
Pennsylvania
$483K +$52.6K +1,982 +12%
MAM
492
Meeder Asset Management
Ohio
$483K +$428K +16,113 +629%
SS
493
Simplicity Solutions
Minnesota
$480K -$952K -35,873 -66%
CCP
494
Corient Capital Partners
California
$474K +$76.8K +2,894 +19%
FIM
495
Freedom Investment Management
Connecticut
$473K -$130K -4,915 -21%
BCM
496
Brookstone Capital Management
Illinois
$471K -$80K -3,013 -14%
CAM
497
Costello Asset Management
Pennsylvania
$471K +$483K +18,209 New
PTP
498
Platform Technology Partners
New York
$467K +$50.3K +1,893 +12%
ANTB
499
AMG National Trust Bank
Colorado
$464K +$476K +17,911 New
WAM
500
Wealthspire Advisors (Maryland)
Maryland
$463K +$1.59K +60 +0.3%

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.