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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
KFI
676
Key Financial Inc
Pennsylvania
$211K +$207K +7,009 New
PP
677
Patten & Patten
Tennessee
$210K +$206K +6,976 New
BP
678
Ballentine Partners
Massachusetts
$208K -$34.2K -1,159 -14%
EI
679
Ethic Inc
New York
$207K -$55.7K -1,886 -22%
MW
680
Marcum Wealth
Ohio
$206K +$202K +6,846 New
First Manhattan
681
First Manhattan
New York
$203K -$12.4K -421 -6%
LC
682
Lindbrook Capital
California
$203K +$56.4K +1,912 +40%
CWM
683
Centric Wealth Management
Illinois
$202K +$23.9K +811 +14%
SWMG
684
Strategic Wealth Management Group
Maryland
$202K +$198K +6,699 New
AWM
685
Accel Wealth Management
Iowa
$202K +$198K +6,700 New
RCA
686
Resonant Capital Advisors
Wisconsin
$201K +$197K +6,665 New
SFG
687
SNS Financial Group
Minnesota
$200K -$57.3K -1,942 -23%
CIA
688
Compass Ion Advisors
Pennsylvania
$200K +$196K +6,633 New
KC
689
Kepos Capital
New York
$198K +$45.1K +1,528 +30%
Bessemer Group
690
Bessemer Group
New Jersey
$180K -$10.4K -351 -6%
CBT
691
CoreFirst Bank & Trust
Kansas
$179K +$176K +5,974 New
JWA
692
JFS Wealth Advisors
Pennsylvania
$178K +$6.46K +219 +4%
FFA
693
Freedman Financial Associates
Massachusetts
$178K +$174K +5,908 New
CAM
694
CenterStar Asset Management
Illinois
$172K
SIAP
695
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$172K +$62.9K +2,131 +59%
SSB
696
Sandy Spring Bank
Maryland
$171K
BBHC
697
Brown Brothers Harriman & Co
New York
$169K +$3.31K +112 +2%
ICP
698
Interchange Capital Partners
Pennsylvania
$163K +$161K +5,445 New
PWA
699
Phoenix Wealth Advisors
North Carolina
$160K +$157K +5,316 New
EARNEST Partners
700
EARNEST Partners
Georgia
$155K -$2.76M -93,649 -95%

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.