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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
CG
501
Colony Group
Massachusetts
$459K -$20.1K -758 -4%
Wolverine Trading
502
Wolverine Trading
Illinois
$447K -$624K -23,509 -57%
MFP
503
Meridian Financial Partners
Virginia
$439K +$50.7K +1,909 +13%
SACTSONJ
504
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$435K
GT
505
Greenleaf Trust
Michigan
$429K -$112K -4,206 -20%
SWP
506
Stratos Wealth Partners
Ohio
$429K +$43.1K +1,625 +11%
FNBTCON
507
First National Bank & Trust Co of Newtown
Pennsylvania
$427K
ANRIA
508
American National Registered Investment Advisor
Texas
$426K
BAM
509
Blueshift Asset Management
New Jersey
$424K +$435K +16,381 New
MA
510
MUFG Americas
New York
$421K -$99.7K -3,755 -19%
WB
511
WesBanco Bank
West Virginia
$421K -$11.2K -422 -3%
KeyBank National Association
512
KeyBank National Association
Ohio
$416K +$35.6K +1,339 +9%
APA
513
American Portfolios Advisors
New York
$416K -$53.7K -2,022 -11%
ACM
514
Anfield Capital Management
California
$415K +$9.9K +373 +3%
CT
515
Coastline Trust
Rhode Island
$412K
CA
516
Cornerstone Advisory
Maryland
$411K
GI
517
Gradient Investments
Minnesota
$406K -$324K -12,186 -44%
TBNY
518
Trustco Bank (New York)
New York
$406K
OC
519
Oppenheimer & Co
New York
$406K +$16.3K +614 +4%
NB
520
Northwest Bancshares
Pennsylvania
$403K -$30.7K -1,157 -7%
HT
521
Heritage Trust
Oklahoma
$403K +$1.49K +56 +0.4%
SWM
522
SeaCrest Wealth Management
New York
$400K -$12.4K -468 -3%
V
523
VeraBank
Texas
$395K -$35.4K -1,332 -8%
CAM
524
CenterStar Asset Management
Illinois
$395K
PFSC
525
Peoples Financial Services Corp
Pennsylvania
$395K

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.