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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
HI
626
Harrington Investments
California
$262K
ITIM
627
Indiana Trust & Investment Management
Indiana
$260K -$35.8K -1,213 -12%
CCM
628
Coldstream Capital Management
Washington
$259K +$9.89K +335 +4%
CFB
629
Cullen/Frost Bankers
Texas
$259K +$16.7K +565 +7%
WP
630
WealthShield Partners
North Carolina
$257K -$18.9K -642 -7%
CG
631
Colony Group
Massachusetts
$255K -$249K -8,446 -50%
APP
632
Avantax Planning Partners
Iowa
$255K -$14.9K -504 -6%
CFS
633
CRA Financial Services
New Jersey
$254K +$248K +8,419 New
PSUF
634
People's United Financial
Connecticut
$253K -$2.63K -89 -1%
PI
635
PineBridge Investments
New York
$251K -$18.4M -623,119 -99%
RWP
636
RWA Wealth Partners
Massachusetts
$251K -$1.53K -52 -0.6%
VF
637
Virtu Financial
New York
$251K +$246K +8,342 New
FMLI
638
Fukoku Mutual Life Insurance
Japan
$249K
JIC
639
Johnson Investment Counsel
Ohio
$248K +$1.15K +39 +0.5%
GTCM
640
Gyon Technologies Capital Management
New Jersey
$248K +$243K +8,227 New
BHBT
641
Burke & Herbert Bank & Trust
Virginia
$247K
VCG
642
Vantage Consulting Group
Virginia
$246K +$241K +8,157 New
AFP
643
Ausdal Financial Partners
Iowa
$245K -$103K -3,506 -30%
CA
644
Calton & Associates
Florida
$244K +$472 +16 +0.2%
D
645
Diversified
Delaware
$243K +$282K +9,545 New
EFS
646
Essex Financial Services
Connecticut
$240K
UB
647
UMB Bank
Missouri
$238K -$24.6K -832 -10%
APW
648
Aurora Private Wealth
New Jersey
$238K -$20.6K -699 -8%
SFG
649
StrategIQ Financial Group
Indiana
$237K -$1K -34 -0.4%
KWM
650
Kingsview Wealth Management
Oregon
$237K +$232K +7,871 New

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.