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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
BDF
526
Balasa Dinverno & Foltz
$389K -$520K -19,591 -57%
FBA
527
Front Barnett Associates
Illinois
$389K -$42.8K -1,612 -10%
BBA
528
Braun-Bostich & Associates
Pennsylvania
$388K
AO
529
Advisor OS
Illinois
$388K +$398K +14,982 New
FT
530
Fiduciary Trust
Massachusetts
$386K -$20K -753 -5%
ACA
531
Atlas Capital Advisors
Wyoming
$384K -$129K -4,844 -25%
MIA
532
MainStreet Investment Advisors
Illinois
$383K +$129K +4,861 +49%
BRWA
533
B. Riley Wealth Advisors
Florida
$380K -$29K -1,092 -7%
O
534
Ossiam
France
$376K -$972K -36,601 -72%
AOWM
535
Alpha Omega Wealth Management
Virginia
$374K
AW
536
Alpha Windward
Massachusetts
$373K +$353K +13,309 +1,223%
EMG
537
ETF Managers Group
New Jersey
$372K +$163K +6,136 +73%
NSEDCP
538
NJ State Employees Deferred Compensation Plan
New Jersey
$370K
WS
539
Wedbush Securities
California
$368K -$296K -11,165 -44%
CCMG
540
Clark Capital Management Group
Pennsylvania
$367K +$40.7K +1,534 +12%
Rockefeller Capital Management
541
Rockefeller Capital Management
New York
$366K +$114K +4,276 +43%
LF
542
Lantz Financial
Illinois
$364K
TG
543
TCW Group
California
$363K
AIC
544
Archer Investment Corporation
Indiana
$362K +$44.7K +1,682 +14%
IFS
545
Ifrah Financial Services
Arkansas
$361K +$9.51K +358 +3%
PTC
546
Private Trust Company
Ohio
$356K +$46.5K +1,752 +15%
TFGT
547
TS Financial Group (TSFG)
Illinois
$353K +$159 +6 +0%
GBT
548
Grove Bank & Trust
Florida
$351K -$53.7K -2,023 -13%
SC
549
Scotia Capital
Ontario, Canada
$351K -$16.8K -634 -4%
1WA
550
180 Wealth Advisors
Washington
$349K +$330K +12,437 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.