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919 hedge funds and large institutions have $32.6B invested in Exelon in 2020 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 297 increasing their positions, 320 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 75

98% more call options, than puts

Call options by funds: $183M | Put options by funds: $92.8M

19% more capital invested

Capital invested by funds: $27.5B → $32.6B (+$5.12B)

7% more funds holding

Funds holding: 855919 (+64)

0.23% more ownership

Funds ownership: 110.67%110.9% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 320

Holders
919
Holders Change
+64
Holders Change %
+7.49%
% of All Funds
16.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
155
Increased
297
Reduced
320
Closed
75
Calls
$183M
Puts
$92.8M
Net Calls
+$90.6M
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
EF
526
Empirical Finance
Pennsylvania
$412K +$71.6K +2,426 +22%
AOWM
527
Alpha Omega Wealth Management
Virginia
$411K -$14.4K -488 -3%
TFGT
528
TS Financial Group (TSFG)
Illinois
$411K +$148 +5 +0%
Citadel Advisors
529
Citadel Advisors
Florida
$407K -$124M -4,186,453 -100%
FF
530
FourThought Financial
Florida
$407K +$400K +13,538 New
LSA
531
Leonteq Securities AG
Switzerland
$403K +$395K +13,374 New
GI
532
Gradient Investments
Minnesota
$400K
LF
533
Lantz Financial
Illinois
$398K -$28.3K -959 -7%
PI
534
PEAK6 Investments
Illinois
$396K +$388K +13,138 New
CCA
535
Checchi Capital Advisers
California
$394K +$19.7K +669 +5%
SC
536
Scotia Capital
Ontario, Canada
$391K +$1.36K +46 +0.4%
PTC
537
Private Trust Company
Ohio
$386K +$45.6K +1,546 +14%
IWM
538
IHT Wealth Management
Illinois
$386K +$46.1K +1,562 +14%
ANTB
539
AMG National Trust Bank
Colorado
$385K -$99.3K -3,365 -21%
BG
540
Bollard Group
Massachusetts
$384K -$593K -20,093 -61%
SA
541
Strategic Advisors
New York
$381K +$17K +575 +5%
ARM
542
Adirondack Research & Management
New York
$377K -$8.26K -280 -2%
APA
543
American Portfolios Advisors
New York
$377K +$10.6K +359 +3%
FBA
544
Front Barnett Associates
Illinois
$375K -$29K -982 -7%
RIA
545
Realta Investment Advisors
Delaware
$375K +$368K +12,467 New
NIM
546
Nexus Investment Management
Ontario, Canada
$368K
GBT
547
Grove Bank & Trust
Florida
$365K +$35.6K +1,205 +11%
BRWA
548
B. Riley Wealth Advisors
Florida
$364K -$132K -4,465 -27%
AMIM
549
Aull & Monroe Investment Management
Alabama
$364K
IAN
550
Integrated Advisors Network
Texas
$364K +$67.7K +2,293 +23%

EXC Hedge Fund Activity: Q4 2020 in Review

919 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2020, worth a combined $32.6B — up 19% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new EXC positions and 75 closed out — a net gain of 80 holders — while 297 added to existing stakes and 320 trimmed.

The largest buyer was Capital International Investors, adding an estimated $738M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 919 institutional investors held Exelon (EXC) as of Q4 2020, up from 855 in Q3 2020.
  • Funds reported $32.6B of Exelon stock for Q4 2020, up 19% quarter-over-quarter.
  • 155 funds opened new Exelon positions in Q4 2020 and 75 closed out, a net change of +80 holders.
  • The largest Exelon buyer in Q4 2020 was Capital International Investors, an estimated $738M added.
  • The largest Exelon seller in Q4 2020 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2020.