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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
VAS
601
Vestmark Advisory Solutions
Massachusetts
$263K +$22.3K +839 +9%
BS
602
Banco Santander
Spain
$262K +$269K +10,131 New
CIC
603
Carnegie Investment Counsel
Ohio
$261K
WT
604
Whittier Trust
California
$261K
GG
605
Gofen & Glossberg
Illinois
$260K +$266K +10,034 New
AFP
606
Ausdal Financial Partners
Iowa
$259K -$23.2K -873 -8%
HIA
607
Harbor Investment Advisory
Maryland
$259K +$74.5K +2,806 +39%
ITIM
608
Indiana Trust & Investment Management
Indiana
$257K -$5.2K -196 -2%
ACM
609
Ativo Capital Management
Illinois
$256K -$4.81K -181 -2%
HTC
610
Haverford Trust Company
Pennsylvania
$255K +$6.85K +258 +3%
NB
611
NBT Bank
New York
$254K -$22.7K -855 -8%
BBL
612
Beck Bode LLC
Massachusetts
$254K -$16.8K -631 -6%
RWG
613
Regal Wealth Group
California
$254K +$2.23K +84 +0.9%
UF
614
Univest Financial
Pennsylvania
$253K -$3.58K -135 -1%
CIP
615
Cornerstone Investment Partners
Georgia
$253K -$1.41K -53 -0.5%
SP
616
Successful Portfolios
Florida
$252K -$2.1K -79 -0.8%
AMC
617
Asset Management Corp
Illinois
$251K
LNB
618
Ledyard National Bank
$249K -$97.1K -3,656 -28%
SWM
619
Segment Wealth Management
Texas
$248K -$5.76K -217 -2%
CAM
620
Cresset Asset Management
Illinois
$247K +$253K +9,532 New
FHB
621
First Hawaiian Bank
Hawaii
$243K -$1.91K -72 -0.8%
FMTCOCP
622
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$242K
SFG
623
SNS Financial Group
Minnesota
$240K
CWP
624
Capital Wealth Planning
Florida
$239K -$12.6K -474 -5%
SCA
625
Stonebridge Capital Advisors
Minnesota
$238K

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.