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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
SBSB
701
Sullivan, Bruyette, Speros & Blaney
Virginia
$154K
HWM
702
Holloway Wealth Management
Florida
$153K
NOI
703
Newton One Investments
Delaware
$153K +$150K +5,075 New
PFO
704
Pathstone Family Office
New Jersey
$152K +$20.3K +687 +16%
OSNBOA
705
Old Second National Bank of Aurora
Illinois
$146K
CHA
706
Carmichael Hill & Associates
Maryland
$145K +$177 +6 +0.1%
PHK
707
Point72 Hong Kong
Hong Kong
$143K -$4.04M -136,988 -97%
SFO
708
Standard Family Office
South Dakota
$141K +$138K +4,673 New
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$136K +$133K +4,495 New
JFA
710
JNBA Financial Advisors
Minnesota
$133K +$1.03K +35 +0.8%
MLFP
711
MPS Loria Financial Planners
Illinois
$129K -$31.8K -1,076 -20%
AIL
712
AGF Investments LLC
Ontario, Canada
$128K -$231K -7,837 -65%
RE
713
RBC Europe
United Kingdom
$127K
GRP
714
Global Retirement Partners
California
$124K +$531 +18 +0.4%
CF
715
Centaurus Financial
California
$123K -$16.6K -561 -12%
HFA
716
Hoover Financial Advisors
Pennsylvania
$123K +$120K +4,055 New
MIM
717
Merrion Investment Management
New Jersey
$122K +$120K +4,066 New
HI
718
Hudock Inc
Pennsylvania
$121K +$413 +14 +0.3%
SWA
719
Sutton Wealth Advisors
Florida
$118K +$708 +24 +0.6%
CT
720
Caldwell Trust
Florida
$109K
FWM
721
Focused Wealth Management
New York
$108K +$41.6K +1,410 +65%
TCOV
722
Trust Company of Vermont
Vermont
$106K -$59K -1,999 -36%
VC
723
Vestor Capital
Illinois
$106K +$49.5K +1,678 +91%
ST
724
Sageworth Trust
Pennsylvania
$105K
O
725
Ossiam
France
$101K -$2.33K -79 -2%

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.