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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
CSIC
651
Clifford Swan Investment Counsel
California
$236K +$231K +7,827 New
VPIM
652
Vanguard Personalized Indexing Management
California
$235K +$230K +7,790 New
CIAS
653
Capital Investment Advisory Services
North Carolina
$234K +$229K +7,754 New
EH
654
Equitable Holdings
New York
$234K +$230K +7,778 New
WDG
655
Wealth Dimensions Group
Ohio
$229K +$224K +7,604 New
CFGS
656
Concourse Financial Group Securities
Alabama
$227K -$2.6K -88 -1%
VWA
657
V Wealth Advisors
Kansas
$227K +$223K +7,554 New
JWCA
658
J.W. Cole Advisors
Florida
$224K -$1.58M -53,417 -88%
CAM
659
Cresset Asset Management
Illinois
$222K +$217K +7,366 New
BS
660
Boenning & Scattergood
Pennsylvania
$222K +$218K +7,380 New
BPA
661
Beacon Pointe Advisors
California
$221K +$216K +7,303 New
QCM
662
Quest Capital Management
Texas
$221K +$217K +7,342 New
OF
663
Outfitter Financial
Maine
$220K +$216K +7,302 New
CGL
664
Clarius Group LLC
Washington
$220K +$216K +7,306 New
FDCDDQ
665
Federation des caisses Desjardins du Quebec
Quebec, Canada
$219K +$31.5K +1,067 +17%
SBIA
666
Sheaff Brock Investment Advisors
Indiana
$219K +$215K +7,282 New
GWA
667
GGM Wealth Advisors
Maryland
$218K +$212K +7,173 New
SLF
668
Sun Life Financial
Ontario, Canada
$217K -$321K -10,892 -60%
VVP
669
Venture Visionary Partners
Ohio
$217K -$21.2K -718 -9%
DWM
670
Doyle Wealth Management
Florida
$217K +$213K +7,210 New
NB
671
Nicolet Bankshares
Wisconsin
$216K +$213K +7,229 New
VCA
672
Verdence Capital Advisors
Maryland
$215K +$211K +7,136 New
AWAP
673
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$214K +$209K +7,093 New
FNT
674
First National Trust
Pennsylvania
$214K +$210K +7,114 New
FAIM
675
Financial Advocates Investment Management
Washington
$214K +$210K +7,118 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.