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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
SSC
776
Syverson Strege & Co
Iowa
$46K +$45.5K +1,541 New
BFC
777
Bedel Financial Consulting
Indiana
$45K
DWP
778
Destiny Wealth Partners
Florida
$45K +$43.7K +1,481 New
VCM
779
Versant Capital Management
Arizona
$44K +$620 +21 +1%
AWA
780
Arkadios Wealth Advisors
Georgia
$44K +$22.3K +755 +104%
CI
781
CX Institutional
Indiana
$43K -$34K -1,151 -45%
PFBT
782
Parkside Financial Bank & Trust
Missouri
$43K +$7.79K +264 +23%
ANBT
783
American National Bank & Trust
Texas
$42K
MCM
784
Manchester Capital Management
Vermont
$41K
IF
785
Ironwood Financial
Arizona
$40K +$38.7K +1,312 New
WT
786
Washington Trust
Rhode Island
$39K -$30K -1,018 -44%
AA
787
Ancora Advisors
Ohio
$39K -$19K -643 -33%
KCM
788
Kathmere Capital Management
Pennsylvania
$39K
KTC
789
Kistler-Tiffany Companies
Pennsylvania
$39K +$236 +8 +0.6%
VFA
790
Valeo Financial Advisors
Indiana
$37K
WTC
791
WhitTier Trust Company
Nevada
$37K
CL
792
COWA LLC
Oklahoma
$36K +$35.2K +1,192 New
JMF
793
Johnson Midwest Financial
Iowa
$34K +$33.6K +1,138 New
CFN
794
Cordasco Financial Network
Florida
$33K
TFO
795
Tarbox Family Office
California
$32K
Jones Financial Companies
796
Jones Financial Companies
Missouri
$32K +$30.9K +1,047 New
TCWA
797
Ten Capital Wealth Advisors
Washington
$32K +$31K +1,052 New
FCH
798
Freestone Capital Holdings
Washington
$31.5K +$30.9K +1,047 New
GWMIA
799
Global Wealth Management Investment Advisory
Florida
$29K
CCA
800
Catalyst Capital Advisors
New York
$29K +$28.5K +965 New

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.