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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
CPA
576
Court Place Advisors
Maryland
$317K -$21.7K -736 -7%
VI
577
Versor Investments
New York
$315K +$1.65K +56 +0.5%
CWM
578
Connecticut Wealth Management
Connecticut
$314K
PFA
579
Peak Financial Advisors
Colorado
$314K +$307K +10,413 New
VFA
580
Voya Financial Advisors
Connecticut
$313K -$41.7K -1,413 -12%
GC
581
Grimes & Company
Massachusetts
$312K -$915 -31 -0.3%
BFEC
582
Benjamin F. Edwards & Company
Missouri
$312K +$130K +4,416 +74%
JGUA
583
John G. Ullman & Associates
New York
$312K +$306K +10,375 New
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$311K +$92.1K +3,120 +43%
TIA
585
Tiemann Investment Advisors
California
$309K -$46.5K -1,577 -13%
BWFA
586
Baltimore-Washington Financial Advisors
Maryland
$308K
FC
587
Financial Consulate
Maryland
$307K -$56.2K -1,905 -16%
DWT
588
Dorsey & Whitney Trust
South Dakota
$307K +$32.4K +1,098 +12%
NB
589
NBT Bank
New York
$304K -$107K -3,638 -26%
CIC
590
Carnegie Investment Counsel
Ohio
$304K
GG
591
Gofen & Glossberg
Illinois
$303K +$59 +2 +0%
RWG
592
Regal Wealth Group
California
$301K +$2.57K +87 +0.9%
CII
593
Capital International Inc
California
$301K +$295K +9,981 New
AMC
594
Asset Management Corp
Illinois
$300K
WSFS
595
Wilmington Savings Fund Society
Delaware
$299K -$8.26K -280 -3%
WMA
596
Wealth Management Associates
New Jersey
$298K +$2.48K +84 +0.9%
FIM
597
Freedom Investment Management
Connecticut
$296K -$43.8K -1,485 -13%
CIP
598
Cornerstone Investment Partners
Georgia
$294K
SP
599
Successful Portfolios
Florida
$294K
UF
600
Univest Financial
Pennsylvania
$294K

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.