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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
CK
576
Cohen Klingenstein
New York
$298K
DIM
577
DC Investments Management
Virginia
$297K -$167K -6,303 -35%
AWM
578
Altium Wealth Management
New York
$297K -$72.3K -2,724 -19%
MFS
579
Mirabella Financial Services
United Kingdom
$296K +$304K +11,447 New
NA
580
NewEdge Advisors
Louisiana
$293K -$219K -8,240 -42%
MAFM
581
Mid Atlantic Financial Management
Pennsylvania
$291K -$38.4K -1,445 -11%
IWM
582
IHT Wealth Management
Illinois
$290K -$192K -7,218 -39%
VWA
583
V Wealth Advisors
Kansas
$289K -$26.6K -1,001 -8%
CFA
584
Carroll Financial Associates
North Carolina
$288K +$76.5K +2,881 +35%
GIA
585
Gateway Investment Advisers
Ohio
$287K -$54.1K -2,037 -16%
JCM
586
Jacobi Capital Management
Pennsylvania
$285K +$26K +979 +10%
APP
587
Avantax Planning Partners
Iowa
$284K +$531 +20 +0.2%
DSC
588
Duncker Streett & Co
Missouri
$283K +$212 +8 +0.1%
MS
589
Maven Securities
Jersey
$283K +$290K +10,916 New
BA
590
Bridgewater Associates
Connecticut
$277K -$340K -12,813 -54%
BWFA
591
Baltimore-Washington Financial Advisors
Maryland
$274K -$223K -8,399 -78%
UAS
592
United Asset Strategies
New York
$273K +$80 +3 +0%
FIM
593
Frontier Investment Management
Texas
$273K +$7.17K +270 +3%
QSS
594
Quantitative Systematic Strategies
Florida
$273K +$280K +10,535 New
CWM
595
Connecticut Wealth Management
Connecticut
$270K
GC
596
Grimes & Company
Massachusetts
$269K +$275K +10,376 New
SWA
597
Stratos Wealth Advisors
Ohio
$268K +$275K +10,352 New
RICHC
598
Renaissance Investment Consultants Holding Company
Pennsylvania
$266K -$80.3K -3,025 -24%
TCA
599
Tortoise Capital Advisors
Kansas
$265K +$87.4K +3,293 +47%
WSFS
600
Wilmington Savings Fund Society
Delaware
$264K +$64.2K +2,417 +31%

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.