Exelon
1,069 hedge funds and large institutions have $45.3B invested in Exelon in 2021 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 354 increasing their positions, 326 reducing their positions, and 61 closing their positions.
257% more first-time investments, than exits
New positions opened: 218 | Existing positions closed: 61
56% more call options, than puts
Call options by funds: $270M | Put options by funds: $173M
19% more capital invested
Capital invested by funds: $38B → $45.3B (+$7.28B)
15% more funds holding
Funds holding: 933 → 1,069 (+136)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
9% more repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 326
0.02% more ownership
Funds ownership: 112.94% → 112.96% (+0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$283M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$190M |
| 3 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
+$134M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$126M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$88.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$277M |
| 2 |
BlackRock
New York
|
-$245M |
| 3 |
PG
Pendal Group
Sydney,
Australia
|
-$153M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$123M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$104M |
EXC Hedge Fund Activity: Q4 2021 in Review
1,069 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2021, worth a combined $45.3B — up 19% from $38B a quarter earlier.
Buyers outnumbered sellers: 218 funds opened new EXC positions and 61 closed out — a net gain of 157 holders — while 354 added to existing stakes and 326 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $283M. The largest seller was T. Rowe Price Associates, cutting an estimated $277M.
- 1,069 institutional investors held Exelon (EXC) as of Q4 2021, up from 933 in Q3 2021.
- Funds reported $45.3B of Exelon stock for Q4 2021, up 19% quarter-over-quarter.
- 218 funds opened new Exelon positions in Q4 2021 and 61 closed out, a net change of +157 holders.
- The largest Exelon buyer in Q4 2021 was Wellington Management Group, an estimated $283M added.
- The largest Exelon seller in Q4 2021 was T. Rowe Price Associates, an estimated $277M sold.
Based on aggregated 13F filings for Q4 2021.