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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
MCM
776
MV Capital Management
Maryland
$22K
PGAM
777
Princeton Global Asset Management
New Jersey
$22K
PG
778
Proffitt & Goodson
Tennessee
$22K
SC
779
Solstein Capital
California
$22K
WCG
780
Weaver Consulting Group
California
$22K
CFFP
781
Center for Financial Planning
Michigan
$21K
KPCM
782
Kings Point Capital Management
New York
$21K
PMFA
783
Plante Moran Financial Advisors
Michigan
$21K
SLF
784
Sun Life Financial
Ontario, Canada
$21K +$80 +3 +0.4%
WT
785
Washington Trust
Rhode Island
$21K +$4.7K +177 +28%
CFG
786
Citizens Financial Group
Rhode Island
$20K -$5.44K -205 -21%
IBOK
787
Independence Bank of Kentucky
Kentucky
$20K
MRCM
788
M&R Capital Management
New Jersey
$20K
FCA
789
FinTrust Capital Advisors
South Carolina
$19K -$68.3K -2,573 -78%
LWA
790
Lowe Wealth Advisors
Maryland
$19K
MFT
791
Moisand Fitzgerald Tamayo
Florida
$19K
VRM
792
Vectors Research Management
New York
$19K
WFMPM
793
Woodley Farra Manion Portfolio Management
Indiana
$19K
GEA
794
Glen Eagle Advisors
New Jersey
$18.9K -$53K -1,995 -73%
FFC
795
First Financial Corp
Indiana
$18K
HDIM
796
Hanson & Doremus Investment Management
Vermont
$18K
MMG
797
Monetary Management Group
Missouri
$18K
KTC
798
Kistler-Tiffany Companies
Pennsylvania
$18K +$8.26K +311 +83%
LF
799
Lee Financial
Texas
$18K +$18.6K +701 New
AWM
800
Avior Wealth Management
Nebraska
$18K +$19K +716 New

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.