We are live on ! Find out more

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
CCM
801
Covington Capital Management
California
$17K -$12.1K -454 -41%
TFA
802
Toth Financial Advisory
Virginia
$17K +$186 +7 +1%
FP
803
Financial Perspectives
Minnesota
$16.6K +$133 +5 +0.8%
CMA
804
Cedar Mountain Advisors
Oregon
$16K
EIP
805
Ellis Investment Partners
Pennsylvania
$16K
PFPT
806
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K
VNA
807
Valley National Advisers
Pennsylvania
$16K
VLKIM
808
Van Lanschot Kempen Investment Management
Netherlands
$16K +$4.17K +157 +34%
IFAM
809
Institutional & Family Asset Management
Colorado
$15K -$929 -35 -6%
BWM
810
Baystate Wealth Management
Massachusetts
$15K -$27 -1 -0.2%
RTC
811
Riverview Trust Company
Washington
$15K
TL
812
TrueWealth LLC
Georgia
$15K
BWA
813
BDO Wealth Advisors
Florida
$14K -$929 -35 -6%
CA
814
Clearstead Advisors
Ohio
$14K
EWM
815
Edge Wealth Management
New York
$14K
PCG
816
Private Capital Group
Connecticut
$14K +$5.15K +194 +58%
GAM
817
Gemmer Asset Management
California
$14K +$5.23K +197 +57%
THWM
818
Taylor Hoffman Wealth Management
Virginia
$14K +$14.4K +543 New
FA
819
Financial Advantage
Maryland
$13K
SFM
820
Systematic Financial Management
New Jersey
$13K
TPWA
821
TRUE Private Wealth Advisors
Oregon
$12K
BCWM
822
Bartlett & Co Wealth Management
Ohio
$11.5K -$1.35K -51 -10%
BC
823
Bartlett & Co
Ohio
$11K -$1.35K -51 -10%
BAMG
824
Brand Asset Management Group
Missouri
$11K
CB
825
CNB Bank
Pennsylvania
$11K

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.