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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
DC
651
Davenport & Co
Virginia
$215K -$9.43K -355 -4%
CT
652
Chicago Trust
Illinois
$215K +$221K +8,326 New
CCM
653
Coldstream Capital Management
Washington
$215K +$221K +8,332 New
VVP
654
Venture Visionary Partners
Ohio
$215K +$221K +8,338 New
FMLI
655
Fukoku Mutual Life Insurance
Japan
$214K
JIC
656
Johnson Investment Counsel
Ohio
$213K +$2.04K +77 +0.9%
BHBT
657
Burke & Herbert Bank & Trust
Virginia
$211K
Financial Engines Advisors
658
Financial Engines Advisors
California
$211K +$216K +8,140 New
EI
659
Ethic Inc
New York
$209K -$88.2K -3,321 -29%
CA
660
Calton & Associates
Florida
$209K +$3.88K +146 +2%
MA
661
Mutual Advisors
Nebraska
$208K +$5.18K +195 +2%
FNBT
662
FineMark National Bank & Trust
Florida
$208K +$213K +8,040 New
CFGS
663
Concourse Financial Group Securities
Alabama
$207K +$54K +2,033 +34%
NB
664
Nicolet Bankshares
Wisconsin
$204K -$113K -4,274 -35%
SFG
665
StrategIQ Financial Group
Indiana
$204K
CFB
666
Cullen/Frost Bankers
Texas
$204K +$1.41K +53 +0.7%
ER
667
Enlightenment Research
Florida
$203K -$26.1K -982 -11%
CG
668
Caprock Group
Idaho
$202K +$207K +7,815 New
VCA
669
Verdence Capital Advisors
Maryland
$202K +$208K +7,819 New
EH
670
Equitable Holdings
New York
$200K -$10.2K -383 -5%
SC
671
Steph & Co
Wisconsin
$200K +$17.7K +668 +9%
TCOV
672
Trust Company of Vermont
Vermont
$197K -$12.4K -466 -6%
First Manhattan
673
First Manhattan
New York
$186K -$4.35K -164 -2%
OSAM
674
O'Shaughnessy Asset Management
Connecticut
$184K +$180K +6,766 +1,869%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$182K -$139K -5,220 -43%

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.