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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
VFA
551
Voya Financial Advisors
Connecticut
$347K -$49.9K -1,880 -12%
FC
552
Financial Consulate
Maryland
$344K +$12K +451 +4%
Wealth Enhancement Advisory Services
553
Wealth Enhancement Advisory Services
Minnesota
$344K +$329K +12,382 New
CBA
554
Coastal Bridge Advisors
Connecticut
$338K +$14.4K +543 +4%
SEC
555
Seven Eight Capital
New York
$335K +$344K +12,938 New
ARM
556
Adirondack Research & Management
New York
$331K -$2.97K -112 -0.9%
UR
557
USCA RIA
Texas
$330K -$711K -26,783 -68%
IG
558
ING Group
Netherlands
$328K -$355K -13,385 -51%
BOTW
559
Bank of the West
California
$327K -$201K -7,557 -37%
CBN
560
Cadence Bank NA
Texas
$326K +$37.2K +1,402 +13%
DWT
561
Dorsey & Whitney Trust
South Dakota
$325K -$8.26K -311 -2%
CCA
562
Checchi Capital Advisers
California
$324K -$3.35K -126 -1%
TIA
563
Tiemann Investment Advisors
California
$323K -$55.8K -2,103 -14%
Bessemer Group
564
Bessemer Group
New Jersey
$318K +$99.3K +3,740 +44%
W
565
WealthStone
Ohio
$317K +$325K +12,252 New
YMRC
566
Yorktown Management & Research Company
Virginia
$312K +$320K +12,057 New
CPA
567
Court Place Advisors
Maryland
$309K -$4.65K -175 -1%
MIP
568
Marietta Investment Partners
Wisconsin
$308K
SW
569
StrongBox Wealth
Missouri
$307K -$240K -9,050 -43%
SMC
570
Smith, Moore & Co
Missouri
$307K +$10.5K +397 +3%
VCAM
571
Van Cleef Asset Management
Ohio
$306K -$16.7K -630 -5%
CAM
572
Centre Asset Management
New York
$304K +$15.3K +575 +5%
DT
573
Diversified Trust
Tennessee
$303K -$59.3K -2,232 -16%
S
574
SignatureFD
Georgia
$301K -$123K -4,639 -29%
FB
575
Fulton Bank
Pennsylvania
$299K -$4.09K -154 -1%

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.