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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
AG
626
AlphaSimPlex Group
Massachusetts
$238K +$244K +9,182 New
VWM
627
Vigilare Wealth Management
Arizona
$238K +$244K +9,190 New
WMA
628
Wealth Management Associates
New Jersey
$237K +$244K +9,172 New
PSUF
629
People's United Financial
Connecticut
$237K -$164K -6,184 -40%
CGL
630
Clarius Group LLC
Washington
$237K -$12.8K -484 -5%
Credit Agricole
631
Credit Agricole
France
$234K -$90.6K -3,414 -27%
AGM
632
Alpine Global Management
New York
$234K +$240K +9,041 New
SCM
633
SKBA Capital Management
California
$232K -$11.2K -420 -4%
SFSIG
634
San Francisco Sentry Investment Group
California
$231K -$46.1K -1,736 -16%
EF
635
Empirical Finance
Pennsylvania
$231K +$29.7K +1,119 +14%
MPI
636
Mairs & Power Inc
Minnesota
$228K
UB
637
UMB Bank
Missouri
$226K +$7.33K +276 +3%
EIG
638
Ellenbecker Investment Group
Wisconsin
$226K +$231K +8,715 New
HI
639
Harrington Investments
California
$225K -$25.4K -956 -10%
AMIM
640
Aull & Monroe Investment Management
Alabama
$224K -$29.8K -1,122 -11%
CL
641
Choreo LLC
Illinois
$223K -$14.9K -561 -6%
SA
642
Strategic Advisors
New York
$223K +$214K +8,042 New
APW
643
Aurora Private Wealth
New Jersey
$222K -$228K -8,589 -50%
NIM
644
Nexus Investment Management
Ontario, Canada
$221K +$227K +8,552 New
WANY
645
Wealthspire Advisors (New York)
New York
$218K -$372K -14,011 -62%
LCS
646
Levin Capital Strategies
New York
$218K +$223K +8,412 New
CI
647
Capital International
California
$216K -$510K -19,207 -70%
RWP
648
RWA Wealth Partners
Massachusetts
$216K -$7.46K -281 -3%
RMA
649
Roffman Miller Associates
Pennsylvania
$216K +$221K +8,336 New
BSW
650
Buckingham Strategic Wealth
Missouri
$215K -$15K -564 -6%

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.