Exelon
881 hedge funds and large institutions have $28.5B invested in Exelon in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 299 increasing their positions, 367 reducing their positions, and 144 closing their positions.
95% more call options, than puts
Call options by funds: $165M | Put options by funds: $84.5M
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
1% more ownership
Funds ownership: 110.49% → 111.49% (+1%)
9% less funds holding
Funds holding: 970 → 881 (-89)
18% less capital invested
Capital invested by funds: $34.9B → $28.5B (-$6.42B)
19% less repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 367
52% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$765M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$268M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$171M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$132M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$251M |
| 2 |
Goldman Sachs
New York
|
-$177M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$96.5M |
| 4 |
CC
Covalis Capital
London,
United Kingdom
|
-$89.7M |
| 5 |
Two Sigma Investments
New York
|
-$88.5M |
EXC Hedge Fund Activity: Q1 2020 in Review
881 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2020, worth a combined $28.5B — down 18% from $34.9B a quarter earlier.
Sellers outnumbered buyers: 144 funds closed out of EXC and 69 opened new positions — a net loss of 75 holders — while 367 trimmed existing stakes and 299 added.
The largest buyer was Wellington Management Group, adding an estimated $765M. The largest seller was AQR Capital Management, cutting an estimated $251M.
- 881 institutional investors held Exelon (EXC) as of Q1 2020, down from 970 in Q4 2019.
- Funds reported $28.5B of Exelon stock for Q1 2020, down 18% quarter-over-quarter.
- 69 funds opened new Exelon positions in Q1 2020 and 144 closed out, a net change of -75 holders.
- The largest Exelon buyer in Q1 2020 was Wellington Management Group, an estimated $765M added.
- The largest Exelon seller in Q1 2020 was AQR Capital Management, an estimated $251M sold.
Based on aggregated 13F filings for Q1 2020.