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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
CTB
851
Country Trust Bank
Illinois
$6K
APW
852
Acima Private Wealth
Virginia
$5K
BWP
853
Baldwin Wealth Partners
Massachusetts
$5K
PW
854
Price Wealth
Texas
$5K +$4.99K +188 New
CFD
855
Creative Financial Designs
Indiana
$5K +$5.2K +196 New
CWC
856
Carolinas Wealth Consulting
North Carolina
$5K +$5.28K +199 New
WEC
857
Winslow Evans & Crocker
Massachusetts
$4K -$20.8K -785 -85%
HFA
858
HC Financial Advisors
California
$4K
CAL
859
Capital Advisors Ltd
Ohio
$4K +$53 +2 +1%
APWA
860
Atlas Private Wealth Advisors
New Jersey
$4K +$4.06K +153 New
WPA
861
West Paces Advisors
Georgia
$3.34K
OC
862
Oakworth Capital
Alabama
$3K
SFA
863
Semmax Financial Advisors
North Carolina
$3K
HS
864
Horan Securities
United States
$3K +$3.16K +119 New
Bank Julius Baer & Co
865
Bank Julius Baer & Co
Switzerland
$2K -$148K -5,583 -99%
SIS
866
Sound Income Strategies
Florida
$2K
TCM
867
Tradewinds Capital Management
Washington
$2K
WB
868
West Bancorporation
Iowa
$2K
WR
869
Watson Rebecca
$2K +$2.04K +77 New
MPWT
870
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.12K +80 +8,000%
AIM
871
Anchor Investment Management
South Carolina
$1.45K +$1.49K +56 New
GFPC
872
Global Financial Private Capital
Florida
$1K
WOC
873
West Oak Capital
California
$1K
TFA
874
Transamerica Financial Advisors
Florida
$1K +$27 +1 New
UFF
875
USA Financial Formulas
Michigan
$1K +$717 +27 +245%

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.