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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
CF
701
Centaurus Financial
California
$102K -$1.54K -58 -1%
SWA
702
Sutton Wealth Advisors
Florida
$101K +$3.88K +146 +4%
HWA
703
HHM Wealth Advisors
Tennessee
$97K
TPCW
704
TD Private Client Wealth
New York
$95.3K -$5.84K -220 -6%
SIAP
705
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$92K
ST
706
Sageworth Trust
Pennsylvania
$91K +$903 +34 +1%
OIA
707
Optimum Investment Advisors
Illinois
$86K +$27 +1 +0%
EFSCE
708
Enterprise Financial Services Corp (EFSC)
Missouri
$84K -$1.86K -70 -2%
RFA
709
Reilly Financial Advisors
California
$84K +$133 +5 +0.2%
RWA
710
Ropes Wealth Advisors
Massachusetts
$83K
MUS
711
Mitsubishi UFJ Securities
Japan
$83K +$85.6K +3,225 New
IA
712
IFP Advisors
Florida
$80K -$24.5K -921 -23%
PCM
713
Penserra Capital Management
California
$79K -$14.2K -534 -15%
TFS
714
TrustCore Financial Services
Tennessee
$76K -$79.7K -3,000 -51%
HPC
715
HM Payson & Co
Maine
$76K -$11.8K -446 -13%
QCG
716
Quadrant Capital Group
Ohio
$76K +$4.62K +174 +6%
BFIM
717
Beese Fulmer Investment Management
Ohio
$76K +$78.1K +2,943 New
ATC
718
Adirondack Trust Company
New York
$73K
VFA
719
Valeo Financial Advisors
Indiana
$69K -$64.7K -2,436 -48%
FPB
720
First PREMIER Bank
South Dakota
$68K
BCA
721
Berman Capital Advisors
Georgia
$68K +$17.7K +665 +33%
FCB
722
First Command Bank
Texas
$66K +$11.2K +421 +20%
FCFS
723
First Command Financial Services
Texas
$66K +$11.2K +421 +20%
GCM
724
Gables Capital Management
Florida
$65K -$2.36K -89 -3%
WB
725
Webster Bank
Connecticut
$65K -$743 -28 -1%

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.