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1,008 hedge funds and large institutions have $39.2B invested in Exelon in 2019 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 368 increasing their positions, 378 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $196M | Put options by funds: $65.2M

57% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 68

13% more capital invested

Capital invested by funds: $34.7B → $39.2B (+$4.5B)

3% more funds holding

Funds holding: 9781,008 (+30)

0.95% more ownership

Funds ownership: 112.87%113.83% (+0.95%)

3% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 378

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
1,008
Holders Change
+30
Holders Change %
+3.07%
% of All Funds
21.82%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.52%
New
107
Increased
368
Reduced
378
Closed
68
Calls
$196M
Puts
$65.2M
Net Calls
+$131M
Net Calls Change
+$58.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
801
RBC Europe
United Kingdom
$150K +$71.6K +2,103 +100%
RWA
802
Ropes Wealth Advisors
Massachusetts
$140K
GLI
803
Guardian Life Insurance
New York
$140K +$2.86K +84 +2%
BBNA
804
Bremer Bank National Association
Minnesota
$140K +$131K +3,834 New
SWA
805
Sutton Wealth Advisors
Florida
$135K +$409 +12 +0.3%
NIM
806
NuWave Investment Management
New Jersey
$134K -$132K -3,871 -51%
BFEC
807
Benjamin F. Edwards & Company
Missouri
$131K +$10.5K +308 +9%
AF
808
Allworth Financial
California
$130K +$102 +3 +0.1%
SIAP
809
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K -$47.7K -1,402 -28%
WTB
810
Washington Trust Bank
Washington
$127K -$38.2K -1,122 -24%
AWM
811
AllSquare Wealth Management
New York
$126K
WG
812
Welch Group
Alabama
$126K
TWA
813
TCI Wealth Advisors
Arizona
$125K -$851 -25 -0.7%
NCM
814
Next Capital Management
New York
$125K
CAM
815
Cresset Asset Management
Illinois
$124K +$22.7K +668 +24%
FWM
816
Focused Wealth Management
New York
$116K +$136 +4 +0.1%
RFA
817
Reilly Financial Advisors
California
$115K -$22.5K -660 -17%
BWA
818
Burt Wealth Advisors
Maryland
$113K -$17.3K -508 -14%
PCG
819
Private Capital Group
Connecticut
$112K -$15.8K -465 -13%
CCM
820
Cribstone Capital Management
Maine
$111K -$5.62K -165 -5%
NIT
821
NumerixS Investment Technologies
British Columbia, Canada
$110K -$19.1K -561 -15%
LFA
822
Legacy Financial Advisors
Kentucky
$108K +$1.4K +41 +1%
CFB
823
Cullen/Frost Bankers
Texas
$106K +$101K +2,971 New
HI
824
Hudock Inc
Pennsylvania
$104K +$715 +21 +0.7%
FPB
825
First PREMIER Bank
South Dakota
$102K -$143K -4,206 -60%

EXC Hedge Fund Activity: Q1 2019 in Review

1,008 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2019, worth a combined $39.2B — up 13% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new EXC positions and 68 closed out — a net gain of 39 holders — while 368 added to existing stakes and 378 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $314M. The largest seller was BlackRock, cutting an estimated $143M.

  • 1,008 institutional investors held Exelon (EXC) as of Q1 2019, up from 978 in Q4 2018.
  • Funds reported $39.2B of Exelon stock for Q1 2019, up 13% quarter-over-quarter.
  • 107 funds opened new Exelon positions in Q1 2019 and 68 closed out, a net change of +39 holders.
  • The largest Exelon buyer in Q1 2019 was AQR Capital Management, an estimated $314M added.
  • The largest Exelon seller in Q1 2019 was BlackRock, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2019.