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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
MSFP
826
Mark Sheptoff Financial Planning
Connecticut
$11K
TC
827
Truvestments Capital
Florida
$11K
EW
828
Evoke Wealth
California
$11K +$3.64K +137 +47%
SIM
829
Sonora Investment Management
Arizona
$10K
TF
830
TimeScale Financial
Massachusetts
$10K
HI
831
Human Investing
Oregon
$10K +$10.6K +398 New
TC
832
Trust Company
Kansas
$9K -$10.1K -381 -53%
FBT
833
First Bank & Trust
South Dakota
$9K -$9.69K -365 -52%
BC
834
Barnett & Company
Tennessee
$9K -$3.58K -135 -29%
1IA
835
1834 Investment Advisors
Wisconsin
$9K
ADL
836
Asset Dedication LLC
California
$9K
LFG
837
Larson Financial Group
Missouri
$9K
LWANC
838
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
CWM
839
Campbell Wealth Management
Virginia
$9K +$9.64K +363 New
DOA
840
D'Orazio & Associates
Virginia
$8K +$80 +3 +1%
HWA
841
Heritage Wealth Advisors
Virginia
$7.26K
APWM
842
Atlas Private Wealth Management
New York
$7K
AP
843
Atwood & Palmer
Missouri
$7K
LFG
844
LifePlan Financial Group
Ohio
$7K
SL
845
Savior LLC
Massachusetts
$7K
FWM
846
Filbrandt Wealth Management
Wisconsin
$7K +$186 +7 +3%
BWM
847
BerganKDV Wealth Management
Minnesota
$7K +$743 +28 +12%
CI
848
CX Institutional
Indiana
$7K +$3.69K +139 +100%
FMP
849
Financial Management Professionals
Texas
$7K +$3.88K +146 +104%
BHWM
850
Bay Harbor Wealth Management
Maryland
$6K

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.