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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
MA
601
Mutual Advisors
Nebraska
$293K -$20.4K -691 -7%
EFSCE
602
Enterprise Financial Services Corp (EFSC)
Missouri
$292K +$217K +7,338 +311%
FNBT
603
FineMark National Bank & Trust
Florida
$291K +$2.36K +80 +0.8%
CFA
604
Carroll Financial Associates
North Carolina
$287K +$15.8K +537 +6%
HTC
605
Haverford Trust Company
Pennsylvania
$286K
LNB
606
Ledyard National Bank
$285K -$2.1K -71 -0.7%
GIA
607
Gateway Investment Advisers
Ohio
$284K -$44.4K -1,505 -14%
FMTCOCP
608
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$282K
DC
609
Davenport & Co
Virginia
$281K +$27.3K +925 +11%
ACA
610
Atlas Capital Advisors
Wyoming
$279K -$9K -305 -3%
SCA
611
Stonebridge Capital Advisors
Minnesota
$277K
FPS
612
Fieldpoint Private Securities
Connecticut
$277K +$271K +9,196 New
SWM
613
Segment Wealth Management
Texas
$276K -$12.4K -421 -4%
CBN
614
Cadence Bank NA
Texas
$273K -$103K -3,488 -28%
Credit Agricole
615
Credit Agricole
France
$272K
FB
616
Fulton Bank
Pennsylvania
$271K
TCMP
617
Thrive Capital Management (Pennsylvania)
Pennsylvania
$271K +$265K +8,985 New
MAM
618
Meeder Asset Management
Ohio
$270K +$89.1K +3,020 +51%
SFSIG
619
San Francisco Sentry Investment Group
California
$268K
WSTAM
620
Wilbanks Smith & Thomas Asset Management
Virginia
$268K +$262K +8,883 New
HIA
621
Harbor Investment Advisory
Maryland
$265K -$7.85K -266 -3%
CL
622
Choreo LLC
Illinois
$265K
GSBTD
623
Glenview State Bank Trust Department
Illinois
$265K
MPI
624
Mairs & Power Inc
Minnesota
$265K
EIG
625
Ellenbecker Investment Group
Wisconsin
$263K +$59 +2 +0%

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.