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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
RCG
676
Rock Creek Group
District of Columbia
$182K +$186K +7,023 New
PA
677
Parallel Advisors
California
$176K -$46.7K -1,758 -20%
OPS
678
Orion Portfolio Solutions
Nebraska
$164K +$44.5K +1,675 +36%
FDCDDQ
679
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K -$823 -31 -0.5%
RDWM
680
Red Door Wealth Management
Tennessee
$157K
JWA
681
JFS Wealth Advisors
Pennsylvania
$147K +$186 +7 +0.1%
BBHC
682
Brown Brothers Harriman & Co
New York
$142K -$9.82K -370 -6%
CAC
683
Certified Advisory Corp
Florida
$142K
SSB
684
Sandy Spring Bank
Maryland
$140K +$47.4K +1,787 +49%
SBSB
685
Sullivan, Bruyette, Speros & Blaney
Virginia
$133K -$6.48K -244 -5%
HWM
686
Holloway Wealth Management
Florida
$132K
OSNBOA
687
Old Second National Bank of Aurora
Illinois
$125K
CHA
688
Carmichael Hill & Associates
Maryland
$124K +$159 +6 +0.1%
FANJ
689
Financial Architects (New Jersey)
New Jersey
$124K +$372 +14 +0.3%
C
690
Cerebellum
California
$122K +$115K +4,338 New
JFA
691
JNBA Financial Advisors
Minnesota
$121K
HFA
692
Hoover Financial Advisors
Pennsylvania
$121K +$124K +4,681 New
CIA
693
CSat Investment Advisory
Michigan
$119K +$32.3K +1,218 +36%
Loomis, Sayles & Company
694
Loomis, Sayles & Company
Massachusetts
$118K -$22.1K -834 -15%
PFO
695
Pathstone Family Office
New Jersey
$112K
RE
696
RBC Europe
United Kingdom
$109K
MLFP
697
MPS Loria Financial Planners
Illinois
$108K +$111K +4,165 New
MWA
698
MFA Wealth Advisors
Pennsylvania
$106K +$109K +4,090 New
CT
699
Caldwell Trust
Florida
$106K -$9.72K -366 -8%
HI
700
Hudock Inc
Pennsylvania
$103K -$18.5K -695 -15%

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.