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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
NIM
826
NuWave Investment Management
New Jersey
$21K +$8.94K +303 +76%
DAC
827
Dividend Assets Capital
South Carolina
$20K +$19.9K +673 New
FP
828
Financial Perspectives
Minnesota
$19.6K +$177 +6 +0.9%
MGIM
829
M&G Investment Management
United Kingdom
$19.6K -$2.2M -74,604 -10%
FP
830
Fiduciary Planning
Florida
$19K +$18.6K +631 New
ASBI
831
American State Bank (Iowa)
Iowa
$19K +$18.6K +631 New
EIP
832
Ellis Investment Partners
Pennsylvania
$18K
BWM
833
BerganKDV Wealth Management
Minnesota
$18K +$15K +508 +498%
GEA
834
Glen Eagle Advisors
New Jersey
$17.7K
HWA
835
HHM Wealth Advisors
Tennessee
$17K -$35.4K -1,200 -68%
AF
836
Allworth Financial
California
$17K -$2.04K -69 -11%
IFAM
837
Institutional & Family Asset Management
Colorado
$17K -$295 -10 -2%
BWM
838
Baystate Wealth Management
Massachusetts
$17K -$30 -1 -0.2%
VLKIM
839
Van Lanschot Kempen Investment Management
Netherlands
$17K
TFIPS
840
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.9K +$16.6K +561 New
BWA
841
BDO Wealth Advisors
Florida
$16K
CA
842
Clearstead Advisors
Ohio
$16K
PFPT
843
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K
AIG
844
American International Group
New York
$15.2K -$258K -8,732 -2%
BCWM
845
Bartlett & Co Wealth Management
Ohio
$15K +$1.65K +56 +13%
CIA
846
CSat Investment Advisory
Michigan
$15K -$137K -4,642 -90%
SFM
847
Systematic Financial Management
New Jersey
$15K
BC
848
Bartlett & Co
Ohio
$15K +$1.65K +56 +13%
EW
849
Evoke Wealth
California
$15K +$3.16K +107 +29%
JWM
850
Janiczek Wealth Management
Colorado
$15K +$10.6K +360 +254%

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.