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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
DAM
726
Delta Asset Management
Tennessee
$100K
PA
727
Parallel Advisors
California
$99K -$109K -3,682 -53%
IA
728
IFP Advisors
Florida
$98K +$13.3K +452 +16%
OIA
729
Optimum Investment Advisors
Illinois
$97K
FHC
730
First Horizon Corporation
Tennessee
$91K +$8.29K +281 +10%
TFS
731
TrustCore Financial Services
Tennessee
$88K
FNBOSM
732
First National Bank of South Miami
Florida
$88K +$8.5K +288 +11%
CAAS
733
Capital Asset Advisory Services
Michigan
$88K +$85.8K +2,908 New
NSB
734
Norway Savings Bank
Maine
$85K +$1.45K +49 +2%
HCP
735
Hexagon Capital Partners
Arkansas
$83K
FPB
736
First PREMIER Bank
South Dakota
$80K
PS
737
Planned Solutions
California
$80K
VBCG
738
Valley Brook Capital Group
Pennsylvania
$78K +$76.6K +2,594 New
HPC
739
HM Payson & Co
Maine
$76K -$2.57K -87 -3%
GCM
740
Gables Capital Management
Florida
$76K
GWS
741
Glassman Wealth Services
Virginia
$74K -$413 -14 -0.6%
ATC
742
Adirondack Trust Company
New York
$73K
BWA
743
Burt Wealth Advisors
Maryland
$73K
WB
744
Webster Bank
Connecticut
$72K
POIA
745
Pin Oak Investment Advisors
Texas
$71K
RPWA
746
Regent Peak Wealth Advisors
Georgia
$71K +$69.6K +2,358 New
PWMG
747
Prestige Wealth Management Group
New Jersey
$68K +$354 +12 +0.5%
MHR
748
Matthew Hamilton Rosenberg
$68K +$41.4K +1,402 +161%
MA
749
Montag & Associates
Georgia
$66K +$65.2K +2,208 New
MIFH
750
Migdal Insurance & Financial Holdings
Israel
$63K -$54.8K -1,856 -47%

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.