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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
BWA
726
Burt Wealth Advisors
Maryland
$63K
DAM
727
Delta Asset Management
Tennessee
$63K
GRP
728
Global Retirement Partners
California
$62K +$27 +1 +0%
POIA
729
Pin Oak Investment Advisors
Texas
$61K
SBL
730
Sargent Bickham Lagudis
Colorado
$59K +$106 +4 +0.2%
PWMG
731
Prestige Wealth Management Group
New Jersey
$58K
GWS
732
Glassman Wealth Services
Virginia
$57K +$8.79K +331 +18%
FWM
733
Focused Wealth Management
New York
$56K -$2.5K -94 -4%
NIM
734
NuWave Investment Management
New Jersey
$52K +$51.4K +1,936 New
AWM
735
AllSquare Wealth Management
New York
$51K
BAM
736
Barrett Asset Management
New York
$51K
Twin Tree Management
737
Twin Tree Management
Texas
$51K +$37.4K +1,409 +249%
AA
738
Ancora Advisors
Ohio
$50K
SA
739
SRH Advisors
Kansas
$49K
PFGIA
740
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$8.6K -324 -15%
RG
741
Retirement Group
California
$48K +$49.4K +1,860 New
TWA
742
TCI Wealth Advisors
Arizona
$47K +$1.14K +43 +2%
HB
743
Horizon Bancorp
Indiana
$45K
PP
744
PrairieView Partners
Minnesota
$45K
ST
745
Smithfield Trust
Pennsylvania
$45K +$3.66K +138 +9%
TIM
746
Tortoise Investment Management
New York
$44K +$30.1K +1,135 +202%
BL
747
Balentine LLC
Georgia
$41K -$345 -13 -0.8%
VCM
748
Versant Capital Management
Arizona
$41K +$9.85K +371 +30%
AIM
749
AIA Investment Management
Singapore
$40K
RMC
750
Resources Management Corp
Connecticut
$40K

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.