Exelon
933 hedge funds and large institutions have $38B invested in Exelon in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 334 increasing their positions, 333 reducing their positions, and 57 closing their positions.
67% more call options, than puts
Call options by funds: $288M | Put options by funds: $173M
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
49% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 57
9% more capital invested
Capital invested by funds: $34.9B → $38B (+$3.13B)
2% more funds holding
Funds holding: 918 → 933 (+15)
0% more repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 333
0.22% less ownership
Funds ownership: 113.16% → 112.94% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$118M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$69.7M |
| 4 |
ECP
Electron Capital Partners
New York
|
+$55.2M |
| 5 |
Bank of New York Mellon
New York
|
+$55.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$138M |
| 2 |
BlackRock
New York
|
-$112M |
| 3 |
CM
Corvex Management
New York
|
-$85.7M |
| 4 |
FTCM
Fir Tree Capital Management
New York
|
-$68M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$60M |
EXC Hedge Fund Activity: Q3 2021 in Review
933 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2021, worth a combined $38B — up 9% from $34.9B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new EXC positions and 57 closed out — a net gain of 28 holders — while 334 added to existing stakes and 333 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $118M. The largest seller was LSV Asset Management, cutting an estimated $138M.
- 933 institutional investors held Exelon (EXC) as of Q3 2021, up from 918 in Q2 2021.
- Funds reported $38B of Exelon stock for Q3 2021, up 9% quarter-over-quarter.
- 85 funds opened new Exelon positions in Q3 2021 and 57 closed out, a net change of +28 holders.
- The largest Exelon buyer in Q3 2021 was Morgan Stanley, an estimated $118M added.
- The largest Exelon seller in Q3 2021 was LSV Asset Management, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2021.