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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
MFG
551
MidWestOne Financial Group
Iowa
$362K +$355K +12,036 New
MIP
552
Marietta Investment Partners
Wisconsin
$359K
SMC
553
Smith, Moore & Co
Missouri
$358K -$34.7K -1,177 -9%
JF
554
Jump Financial
Illinois
$355K -$146K -4,931 -29%
FPF
555
First Pacific Financial
Washington
$355K +$348K +11,788 New
NA
556
NewEdge Advisors
Louisiana
$351K +$11.1K +377 +3%
SCM
557
Stevens Capital Management
Pennsylvania
$351K +$344K +11,659 New
TPCW
558
TD Private Client Wealth
New York
$348K +$248K +8,418 +268%
VCAM
559
Van Cleef Asset Management
Ohio
$347K +$4.25K +144 +1%
VAS
560
Vestmark Advisory Solutions
Massachusetts
$347K +$80.6K +2,731 +31%
CK
561
Cohen Klingenstein
New York
$346K
ASN
562
Advisory Services Network
Georgia
$342K -$37.8K -1,281 -10%
AIM
563
Acropolis Investment Management
Missouri
$340K +$333K +11,300 New
MF
564
Magnetar Financial
Illinois
$338K -$610K -20,664 -65%
JCM
565
Jacobi Capital Management
Pennsylvania
$338K -$3.39K -115 -1%
UAS
566
United Asset Strategies
New York
$337K +$12.6K +426 +4%
AFG
567
Allegheny Financial Group
Pennsylvania
$335K +$328K +11,119 New
MYAM
568
Meiji Yasuda Asset Management
Japan
$331K +$22.8K +771 +8%
IA
569
Insight Advisors
Pennsylvania
$331K +$324K +10,983 New
WP
570
WealthSource Partners
California
$330K +$324K +10,964 New
SC
571
Steph & Co
Wisconsin
$326K +$91.7K +3,107 +40%
DSC
572
Duncker Streett & Co
Missouri
$324K -$5.99K -203 -2%
MAFM
573
Mid Atlantic Financial Management
Pennsylvania
$323K -$6.7K -227 -2%
SPI
574
Santori & Peters Inc
Pennsylvania
$320K +$413 +14 +0.1%
HCM
575
Hollencrest Capital Management
California
$317K -$621K -21,030 -67%

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.