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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
ABC
751
Associated Banc-Corp
Wisconsin
$39K
AWA
752
Arkadios Wealth Advisors
Georgia
$38.6K -$4.09K -154 -10%
BFC
753
Bedel Financial Consulting
Indiana
$38K
PCIA
754
Prime Capital Investment Advisors
Kansas
$37K +$2.36K +89 +7%
ANBT
755
American National Bank & Trust
Texas
$36K
CCM
756
Cribstone Capital Management
Maine
$35K
MCM
757
Manchester Capital Management
Vermont
$35K
RA
758
Rational Advisors
New York
$35K +$35.6K +1,342 New
PA
759
Procyon Advisors
Connecticut
$34K +$5.28K +199 +18%
LC
760
Lindbrook Capital
California
$33K -$5.28K -199 -13%
FHA
761
Flagship Harbor Advisors
Massachusetts
$32K -$8.6K -324 -21%
WTC
762
WhitTier Trust Company
Nevada
$32K -$4.46K -168 -12%
SIAS
763
Shine Investment Advisory Services
Colorado
$31K
PFBT
764
Parkside Financial Bank & Trust
Missouri
$30K +$3.11K +117 +11%
M
765
MOTCO
Texas
$29K -$16.1K -608 -35%
CFN
766
Cordasco Financial Network
Florida
$29K
CH
767
Canton Hathaway
Rhode Island
$27K
TFO
768
Tarbox Family Office
California
$26K +$20.8K +785 +387%
GWMIA
769
Global Wealth Management Investment Advisory
Florida
$25K
AF
770
Allworth Financial
California
$23K -$4.09K -154 -15%
PAI
771
Pittenger & Anderson Inc
Nebraska
$23K
SCM
772
Silvant Capital Management
Georgia
$23K
MHR
773
Matthew Hamilton Rosenberg
$23K +$23.1K +871 New
TF
774
Tompkins Financial
New York
$22K -$3.69K -139 -14%
ZB
775
Zions Bancorporation
Utah
$22K -$1.03K -39 -4%

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.