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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
QCG
751
Quadrant Capital Group
Ohio
$62K -$42.9K -1,452 -41%
AL
752
ADE LLC
Maryland
$61K +$59.5K +2,015 New
PWM
753
Perigon Wealth Management
California
$61K +$59.7K +2,022 New
BAM
754
Barrett Asset Management
New York
$59K
SBL
755
Sargent Bickham Lagudis
Colorado
$58K -$9.77K -331 -15%
SA
756
SRH Advisors
Kansas
$57K
RG
757
Retirement Group
California
$56K
JIR
758
James Investment Research
Ohio
$55K -$118K -4,002 -69%
FCB
759
First Command Bank
Texas
$55K
FCFS
760
First Command Financial Services
Texas
$55K
CWP
761
Concord Wealth Partners
Virginia
$55K +$53.7K +1,818 New
WWM
762
Wolff Wiese Magana
California
$55K +$54.3K +1,839 New
NFG
763
Next Financial Group
Texas
$54K -$8.26K -280 -14%
PFGIA
764
Patriot Financial Group Insurance Agency
Massachusetts
$54K
TLFA
765
True Link Financial Advisors
California
$53K +$52.4K +1,775 New
PP
766
PrairieView Partners
Minnesota
$52K
TIM
767
Tortoise Investment Management
New York
$51K
BCA
768
Berman Capital Advisors
Georgia
$50K +$738 +25 +2%
ED
769
Exane Derivatives
France
$49.3K +$19.9K +676 +70%
GSAM
770
Grant Street Asset Management
Pennsylvania
$49K +$47.5K +1,611 New
MPWT
771
MassMutual Private Wealth & Trust
Connecticut
$47K -$18.1K -615 -28%
RMC
772
Resources Management Corp
Connecticut
$47K
PFA
773
Professional Financial Advisors
Nebraska
$47K +$413 +14 +0.9%
ST
774
Smithfield Trust
Pennsylvania
$47K +$7.64K +259 +20%
ABC
775
Associated Banc-Corp
Wisconsin
$46K

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.