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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
PAI
801
Pittenger & Anderson Inc
Nebraska
$27K
CCA
802
Childress Capital Advisors
Texas
$27K +$26.9K +913 New
SCM
803
Silvant Capital Management
Georgia
$26K
RWA
804
Ropes Wealth Advisors
Massachusetts
$26K +$4.63K +157 +22%
LGA
805
Lebenthal Global Advisors
New York
$26K +$25.9K +878 New
CFFP
806
Center for Financial Planning
Michigan
$25K
KPCM
807
Kings Point Capital Management
New York
$25K
MCM
808
MV Capital Management
Maryland
$25K
PMFA
809
Plante Moran Financial Advisors
Michigan
$25K
ZB
810
Zions Bancorporation
Utah
$25K +$354 +12 +1%
PGAM
811
Princeton Global Asset Management
New Jersey
$25K +$18.1K +614 +294%
AFG
812
Albion Financial Group
Utah
$25K +$24.8K +841 New
IBOK
813
Independence Bank of Kentucky
Kentucky
$23K
FPCG
814
Fort Pitt Capital Group
Pennsylvania
$23K +$22.1K +750 New
SWA
815
SOA Wealth Advisors
New York
$23K +$22.7K +768 New
FCA
816
FinTrust Capital Advisors
South Carolina
$22K
LWA
817
Lowe Wealth Advisors
Maryland
$22K
MFT
818
Moisand Fitzgerald Tamayo
Florida
$22K
AWM
819
Avior Wealth Management
Nebraska
$22K +$1.12K +38 +5%
VRM
820
Vectors Research Management
New York
$21K -$797 -27 -4%
TF
821
Tompkins Financial
New York
$21K -$708 -24 -3%
FFC
822
First Financial Corp
Indiana
$21K
HDIM
823
Hanson & Doremus Investment Management
Vermont
$21K
LF
824
Lee Financial
Texas
$21K
MMG
825
Monetary Management Group
Missouri
$21K

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.